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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
751
Broadleaf Partners
Ohio
$366K – – –
PTC
752
Philadelphia Trust Company
Pennsylvania
$366K – – –
GF
753
Gries Financial
Ohio
$365K – – –
JCM
754
Janney Capital Management
Pennsylvania
$365K +$347K +2,569 New
PP
755
Patten & Patten
Tennessee
$361K – – –
CIAS
756
Capital Investment Advisory Services
North Carolina
$360K -$47.1K -348 -12%
BA
757
Baugh & Associates
Georgia
$359K -$31.1K -230 -8%
MC
758
McCarthy & Cox
Ohio
$359K +$341K +2,525 New
PVI
759
Pine Valley Investments
New Jersey
$358K +$135 +1 +0%
TFGT
760
TS Financial Group (TSFG)
Illinois
$358K -$4.6K -34 -1%
CWA
761
Clarity Wealth Advisors
California
$357K – – –
PFA
762
Pure Financial Advisors
California
$356K +$339K +2,509 New
CGL
763
Clarius Group LLC
Washington
$356K +$339K +2,509 New
WAS
764
Wealth Advisory Solutions
Indiana
$356K +$5.68K +42 +2%
EIA
765
Eldridge Investment Advisors
New Hampshire
$355K – – –
TW
766
TrinityPoint Wealth
Connecticut
$354K -$9.47K -70 -3%
BMO
767
Beck Mack & Oliver
New York
$353K – – –
MCM
768
MidAtlantic Capital Management
Virginia
$352K – – –
ANHIM
769
Alan N. Hoffman Investment Management
Massachusetts
$351K – – –
MCM
770
Mainstream Capital Management
California
$350K +$333K +2,463 New
QCM
771
QRG Capital Management
Illinois
$349K +$4.87K +36 +1%
TAM
772
Titleist Asset Management
Texas
$345K – – –
CC
773
Callan Capital
California
$345K +$1.76K +13 +0.5%
OAM
774
Oak Asset Management
California
$344K – – –
IWS
775
Insight Wealth Strategies
California
$344K – – –
29 30
31
32 33