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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
BO
701
BRR OpCo
Ohio
$249K – – –
GI
702
GAMCO Investors
Connecticut
$249K – – –
BP
703
Ballentine Partners
Massachusetts
$248K – – –
BFIM
704
Beese Fulmer Investment Management
Ohio
$248K +$124 +1 +0%
OPS
705
Orion Portfolio Solutions
Nebraska
$246K +$249K +2,011 New
HIMC
706
Heritage Investors Management Corp
Maryland
$245K -$1.85K -15 -0.7%
CCFCSB
707
Cape Cod Five Cents Savings Bank
Massachusetts
$245K – – –
VWM
708
Venturi Wealth Management
Texas
$245K – – –
TC
709
Trilogy Capital
California
$243K +$243K +1,967 New
FA
710
Fagan Associates
New York
$242K +$247 +2 +0.1%
CCB
711
Cutter & Co Brokerage
Missouri
$242K +$245K +1,982 New
CT
712
Caldwell Trust
Florida
$241K +$12.4K +100 +5%
SW
713
StrongBox Wealth
Missouri
$237K – – –
GCP
714
Gill Capital Partners
Colorado
$237K +$124 +1 +0.1%
RCA
715
Resonant Capital Advisors
Wisconsin
$236K – – –
CBTWT
716
Community Bank & Trust (Waco, Texas)
Texas
$235K – – –
PWM
717
Perigon Wealth Management
California
$233K – – –
IGGA
718
Iron Gate Global Advisors
Utah
$232K -$136K -1,100 -37%
KIG
719
Kowal Investment Group
Wisconsin
$232K +$235K +1,900 New
SFP
720
Sterling Financial Planning
New Jersey
$230K -$29K -235 -11%
MSR
721
Main Street Research
Connecticut
$230K +$233K +1,883 New
LCM
722
LVM Capital Management
Michigan
$226K – – –
VCA
723
Verdence Capital Advisors
Maryland
$226K +$494 +4 +0.2%
BHB
724
Bank Hapoalim BM
Israel
$225K – – –
BFA
725
Beacon Financial Advisory
Ohio
$223K +$494 +4 +0.2%
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