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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
676
Global Financial Private Client
Florida
$500K – – –
SPP
677
Single Point Partners
Massachusetts
$498K -$77.8K -630 -14%
MTIC
678
Missouri Trust & Investment Company
Missouri
$496K +$61.8K +500 +14%
JFG
679
Jefferies Financial Group
New York
$495K +$488K +3,953 New
JE
680
JMAC Enterprises
Pennsylvania
$493K -$27.8K -225 -5%
BFM
681
Boston Financial Management
Massachusetts
$492K – – –
CSPAM
682
Cary Street Partners Asset Management
Virginia
$492K +$485K +3,930 New
WPA
683
West Paces Advisors
Georgia
$491K – – –
RIM
684
Rockbridge Investment Management
New York
$483K – – –
GIA
685
Gladstone Institutional Advisory
Florida
$481K -$2.1K -17 -0.4%
TAM
686
Tocqueville Asset Management
New York
$481K -$20.8K -168 -4%
HIA
687
HTG Investment Advisors
Connecticut
$480K +$474K +3,838 New
MWM
688
Modera Wealth Management
New Jersey
$480K +$10.5K +85 +2%
PWP
689
Perfromance Wealth Partners
Illinois
$480K -$7.41K -60 -2%
SAM
690
Sawgrass Asset Management
Florida
$478K -$44.5K -360 -9%
WCFA
691
Walkner Condon Financial Advisors
Wisconsin
$476K – – –
PIM
692
Penobscot Investment Management
Massachusetts
$475K – – –
MCCA
693
Mill Creek Capital Advisors
Pennsylvania
$475K +$468K +3,793 New
MFG
694
Magnus Financial Group
New York
$474K -$19K -154 -4%
AIM
695
Acropolis Investment Management
Missouri
$473K – – –
SWM
696
Southern Wealth Management
Texas
$467K +$3.21K +26 +0.7%
ONB
697
Old National Bancorp
Indiana
$459K – – –
ADL
698
Asset Dedication LLC
California
$457K – – –
EWM
699
EPG Wealth Management
Georgia
$455K +$2.35K +19 +0.5%
UWPG
700
Ullmann Wealth Partners Group
Florida
$449K +$3.09K +25 +0.7%
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