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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
676
Gradient Investments
Minnesota
$222K – – –
JWCA
677
J.W. Coons Advisors
Ohio
$221K -$344K -3,400 -62%
MP
678
McDonald Partners
Ohio
$221K +$211K +2,083 New
PWG
679
Private Wealth Group
Florida
$221K +$211K +2,083 New
WP
680
WealthSource Partners
California
$221K +$211K +2,088 New
BA
681
Bristlecone Advisors
Washington
$220K -$19.6K -194 -9%
GG
682
Gofen & Glossberg
Illinois
$220K +$210K +2,078 New
ACM
683
Allred Capital Management
Texas
$220K +$211K +2,084 New
HIMC
684
Heritage Investors Management Corp
Maryland
$219K +$210K +2,072 New
EC
685
Estate Counselors
Wisconsin
$217K +$207K +2,050 New
GI
686
GAMCO Investors
Connecticut
$216K -$202K -2,000 -50%
BP
687
Ballentine Partners
Massachusetts
$215K +$205K +2,027 New
SIA
688
SeaBridge Investment Advisors
New Jersey
$213K – – –
PWM
689
Provident Wealth Management
Tennessee
$213K +$6.07K +60 +3%
AA
690
Apriem Advisors
California
$212K +$202K +1,999 New
VWM
691
Venturi Wealth Management
Texas
$212K +$202K +2,000 New
GC
692
Grimes & Company
Massachusetts
$212K +$203K +2,006 New
BC
693
Burney Company
Virginia
$211K +$202K +1,992 New
RWP
694
RWA Wealth Partners
Massachusetts
$210K +$201K +1,983 New
PIMG
695
Patriot Investment Management Group
Tennessee
$207K -$713K -7,050 -78%
EDRH
696
Edmond de Rothschild Holding
Switzerland
$207K +$42.5K +420 +27%
SW
697
StrongBox Wealth
Missouri
$205K -$74.4K -735 -28%
BFIM
698
Beese Fulmer Investment Management
Ohio
$205K +$196K +1,937 New
BFA
699
Beacon Financial Advisory
Ohio
$205K +$196K +1,941 New
EWM
700
Empirical Wealth Management
Washington
$204K -$60.6K -599 -24%
26 27
28
29 30