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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
751
TradeLink Capital
Illinois
$343K +$342K +2,800 New
IWP
752
Icon Wealth Partners
Texas
$342K -$5.13K -42 -1%
TW
753
TrinityPoint Wealth
Connecticut
$342K +$45.1K +369 +15%
PIAS
754
PCA Investment Advisory Services
Ohio
$339K – – –
FLI
755
Family Legacy Inc
South Carolina
$339K – – –
BW
756
BIP Wealth
Georgia
$337K +$336K +2,751 New
RWP
757
Revolve Wealth Partners
New Jersey
$336K – – –
FAG
758
Financial Advisory Group
Texas
$335K – – –
FFA
759
First Foundation Advisors
California
$334K – – –
SAM
760
Summit Asset Management
Tennessee
$334K – – –
MW
761
Marcum Wealth
Ohio
$332K -$24.3K -199 -7%
RWP
762
Ridgecrest Wealth Partners
California
$331K – – –
RCAG
763
Rehmann Capital Advisory Group
Michigan
$331K +$1.83K +15 +0.6%
SEEDPG
764
S.E.E.D. Planning Group
New York
$329K – – –
PNAA
765
Pictet North America Advisors
Switzerland
$329K +$57.7K +472 +21%
CCT
766
Chemung Canal Trust
New York
$327K – – –
SAM
767
Secure Asset Management
Michigan
$326K +$855 +7 +0.3%
CWM
768
Core Wealth Management
Florida
$325K – – –
CA
769
Calton & Associates
Florida
$324K -$5.5K -45 -2%
KWMG
770
King Wealth Management Group
Florida
$324K – – –
VCP
771
Vista Capital Partners
Oregon
$324K -$50.3K -412 -13%
LIA
772
LBMC Investment Advisors
Tennessee
$323K +$244 +2 +0.1%
WF
773
WoodTrust Financial
Wisconsin
$321K – – –
CIG
774
Cascade Investment Group
Colorado
$321K -$3.54K -29 -1%
FTWA
775
Fifth Third Wealth Advisors
Ohio
$320K +$319K +2,613 New
29 30
31
32 33