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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
801
LBMC Investment Advisors
Tennessee
$330K -$20.4K -165 -6%
CT
802
Caldwell Trust
Florida
$327K – – –
SCA
803
Stonebridge Capital Advisors
Minnesota
$327K -$6.18K -50 -2%
BP
804
Broadleaf Partners
Ohio
$322K -$7.29K -59 -2%
GF
805
Gries Financial
Ohio
$322K – – –
BCP
806
Blue Chip Partners
Michigan
$322K +$2.22K +18 +0.7%
ANHIM
807
Alan N. Hoffman Investment Management
Massachusetts
$320K – – –
SI
808
Saxon Interests
Texas
$320K -$41.9K -339 -12%
SEP
809
Southland Equity Partners
Missouri
$319K +$371 +3 +0.1%
PWM
810
Provident Wealth Management
Tennessee
$319K +$1.36K +11 +0.4%
S
811
SignatureFD
Georgia
$319K – – –
AWAP
812
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$318K – – –
HA
813
HC Advisors
Georgia
$318K +$2.22K +18 +0.7%
TA
814
TrueWealth Advisors
Alabama
$315K -$2.1K -17 -0.7%
OFS
815
OneAscent Financial Services
Alabama
$315K -$30.6K -248 -9%
LSA
816
Lion Street Advisors
Texas
$314K – – –
EIA
817
Eldridge Investment Advisors
New Hampshire
$313K – – –
TH
818
TCTC Holdings
Texas
$313K -$89.2K -722 -22%
RBC
819
Romano Brothers & Co
Illinois
$312K -$8.65K -70 -3%
BMO
820
Beck Mack & Oliver
New York
$311K +$307K +2,483 New
IFWM
821
Institute for Wealth Management
Colorado
$309K – – –
CP
822
Camelot Portfolios
Ohio
$308K +$304K +2,465 New
PTC
823
Philadelphia Trust Company
Pennsylvania
$307K +$303K +2,455 New
PFM
824
Parsec Financial Management
North Carolina
$307K +$19.5K +158 +7%
RWP
825
Ridgecrest Wealth Partners
California
$307K -$98.8K -800 -25%
31 32
33
34 35