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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
776
Patten & Patten
Tennessee
$345K – – –
ASC
777
Atalanta Sosnoff Capital
New York
$344K +$341K +2,534 New
TFGT
778
TS Financial Group (TSFG)
Illinois
$342K – – –
BCA
779
Bay Colony Advisors
Massachusetts
$342K -$31.9K -237 -9%
CGL
780
Clarius Group LLC
Washington
$340K – – –
WAS
781
Wealth Advisory Solutions
Indiana
$340K -$3.36K -25 -1%
HIM
782
Hanlon Investment Management
New Jersey
$339K -$233K -1,730 -41%
EIA
783
Eldridge Investment Advisors
New Hampshire
$339K – – –
VPP
784
Vertex Planning Partners
Illinois
$339K -$6.72K -50 -2%
CCG
785
Cypress Capital Group
Florida
$339K – – –
CC
786
Callan Capital
California
$337K +$2.02K +15 +0.6%
BMO
787
Beck Mack & Oliver
New York
$337K – – –
IAS
788
Insigneo Advisory Services
Florida
$337K +$1.61K +12 +0.5%
MCM
789
MidAtlantic Capital Management
Virginia
$336K – – –
ANHIM
790
Alan N. Hoffman Investment Management
Massachusetts
$335K – – –
MCM
791
Mainstream Capital Management
California
$335K – – –
BIAS
792
Beacon Investment Advisory Services
New Jersey
$334K +$50.4K +375 +18%
PVI
793
Pine Valley Investments
New Jersey
$332K -$10.8K -80 -3%
TAM
794
Titleist Asset Management
Texas
$330K -$31.5K -234 -9%
OAM
795
Oak Asset Management
California
$329K – – –
TH
796
TCTC Holdings
Texas
$325K – – –
WMA
797
West Michigan Advisors
Michigan
$322K -$269 -2 -0.1%
RPA
798
Redwood Park Advisors
California
$322K – – –
BWP
799
Bernardo Wealth Planning
Pennsylvania
$320K – – –
GWM
800
Greenwich Wealth Management
Connecticut
$318K -$5.51K -41 -2%
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32
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