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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
776
Blue Trust Inc
Georgia
$309K +$26.4K +205 +10%
TAM
777
Titleist Asset Management
Texas
$309K – – –
OAM
778
Oak Asset Management
California
$308K – – –
QCM
779
QRG Capital Management
Illinois
$308K +$1.29K +10 +0.4%
IWS
780
Insight Wealth Strategies
California
$308K +$312K +2,419 New
CC
781
Callan Capital
California
$307K -$2.58K -20 -0.8%
VAS
782
Vestmark Advisory Solutions
Massachusetts
$306K +$19.1K +148 +7%
TH
783
TCTC Holdings
Texas
$305K – – –
VPP
784
Vertex Planning Partners
Illinois
$305K – – –
FLI
785
Family Legacy Inc
South Carolina
$304K -$20.1K -156 -6%
CCB
786
Cutter & Co Brokerage
Missouri
$304K +$1.42K +11 +0.5%
TWM
787
Thrive Wealth Management
Pennsylvania
$304K +$82.7K +642 +37%
CTWM
788
Cherry Tree Wealth Management
Minnesota
$303K – – –
BWP
789
Bernardo Wealth Planning
Pennsylvania
$300K -$2.96K -23 -1%
EGM
790
Engineers Gate Manager
New York
$299K +$303K +2,353 New
MW
791
Marcum Wealth
Ohio
$299K -$14.7K -114 -5%
TF
792
Tompkins Financial
New York
$298K +$30.3K +235 +11%
FFL
793
Financial Freedom LLC
Ohio
$296K -$71.7K -557 -19%
FA
794
Fagan Associates
New York
$295K +$32.5K +252 +12%
CIG
795
Cascade Investment Group
Colorado
$295K -$19.3K -150 -6%
WA
796
Wealthstream Advisors
New York
$294K – – –
HCP
797
Hardin Capital Partners
South Carolina
$294K +$297K +2,308 New
FFS
798
Founders Financial Securities
Maryland
$293K +$297K +2,305 New
SLC
799
Second Line Capital
Louisiana
$293K -$122K -944 -29%
CWM
800
Core Wealth Management
Florida
$292K -$14.9K -116 -5%
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