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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
776
Evercore Wealth Management
New York
$342K +$18.9K +140 +6%
CCB
777
Cutter & Co Brokerage
Missouri
$341K +$1.76K +13 +0.5%
TH
778
TCTC Holdings
Texas
$341K – – –
VPP
779
Vertex Planning Partners
Illinois
$340K – – –
FLI
780
Family Legacy Inc
South Carolina
$340K – – –
CTWM
781
Cherry Tree Wealth Management
Minnesota
$338K – – –
BWP
782
Bernardo Wealth Planning
Pennsylvania
$338K – – –
GWM
783
Greenwich Wealth Management
Connecticut
$333K +$44.6K +330 +16%
TF
784
Tompkins Financial
New York
$332K – – –
CRI
785
Colonial River Investments
Virginia
$332K -$32.7K -242 -9%
GI
786
GAMMA Investing
California
$330K +$59.6K +441 +23%
WMA
787
West Michigan Advisors
Michigan
$330K +$5K +37 +2%
VAS
788
Vestmark Advisory Solutions
Massachusetts
$330K -$11.4K -84 -3%
MW
789
Marcum Wealth
Ohio
$329K -$4.19K -31 -1%
WA
790
Wealthstream Advisors
New York
$328K – – –
SLC
791
Second Line Capital
Louisiana
$328K +$541 +4 +0.2%
NS
792
NBC Securities
Alabama
$327K -$69.9K -517 -18%
IGGA
793
Iron Gate Global Advisors
Utah
$327K – – –
RBC
794
Romano Brothers & Co
Illinois
$325K – – –
RWM
795
Revisor Wealth Management
Ohio
$322K – – –
HCP
796
Hardin Capital Partners
South Carolina
$321K -$1.35K -10 -0.4%
HPC
797
HM Payson & Co
Maine
$321K – – –
RRCM
798
Rappaport Reiches Capital Management
Illinois
$321K +$306K +2,259 New
KAS
799
KPP Advisory Services
Kentucky
$320K -$2.3K -17 -0.7%
CSIC
800
Clifford Swan Investment Counsel
California
$317K – – –
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32
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