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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
PNAA
776
Pictet North America Advisors
Switzerland
$335K – – –
SVWG
777
Shared Vision Wealth Group
United States
$332K +$311K +2,653 New
CWM
778
Core Wealth Management
Florida
$331K – – –
PIM
779
Penobscot Investment Management
Massachusetts
$331K -$38.4K -327 -11%
LIA
780
LBMC Investment Advisors
Tennessee
$330K +$235 +2 +0.1%
BCP
781
Blue Chip Partners
Michigan
$330K +$2.35K +20 +0.8%
TW
782
TrinityPoint Wealth
Connecticut
$326K -$5.17K -44 -2%
QCM
783
QRG Capital Management
Illinois
$326K +$306K +2,609 New
TC
784
TownSquare Capital
Utah
$325K -$50.1K -427 -14%
PWM
785
Provident Wealth Management
Tennessee
$324K +$1.41K +12 +0.5%
MCC
786
Money Concepts Capital
Florida
$324K +$78K +664 +34%
HA
787
HC Advisors
Georgia
$324K – – –
BOPW
788
Brandywine Oak Private Wealth
Pennsylvania
$323K +$5.4K +46 +2%
PTC
789
Philadelphia Trust Company
Pennsylvania
$322K – – –
BP
790
Broadleaf Partners
Ohio
$322K – – –
KCFA
791
Key Client Fiduciary Advisors
New Jersey
$322K -$15K -128 -5%
GF
792
Gries Financial
Ohio
$321K – – –
CIG
793
Cascade Investment Group
Colorado
$321K -$12.9K -110 -4%
BHPW
794
Beverly Hills Private Wealth
California
$320K +$2.11K +18 +0.7%
EFG
795
Everhart Financial Group
Ohio
$313K -$8.34K -71 -3%
ACP
796
Aveo Capital Partners
Colorado
$313K -$125K -1,062 -30%
EIA
797
Eldridge Investment Advisors
New Hampshire
$312K – – –
VCP
798
Vista Capital Partners
Oregon
$311K +$1.41K +12 +0.5%
PP
799
Patten & Patten
Tennessee
$310K -$82.2K -700 -22%
BMO
800
Beck Mack & Oliver
New York
$310K – – –
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32
33 34