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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
NS
801
NBC Securities
Alabama
$318K +$315K +2,342 +117,100%
GI
802
GAMMA Investing
California
$316K – – –
IFWM
803
Institute for Wealth Management
Colorado
$315K +$12K +89 +4%
CTWM
804
Cherry Tree Wealth Management
Minnesota
$313K – – –
WA
805
Wealthstream Advisors
New York
$313K – – –
TC
806
Trilogy Capital
California
$312K -$5.61M -41,707 -95%
IGGA
807
Iron Gate Global Advisors
Utah
$312K – – –
AMCA
808
Arthur M. Cohen & Associates
Illinois
$312K +$309K +2,300 New
CWM
809
Core Wealth Management
Florida
$312K – – –
RIM
810
Rockbridge Investment Management
New York
$311K +$134 +1 +0%
CPP
811
Capasso Planning Partners
South Carolina
$310K -$24.1K -179 -7%
RBC
812
Romano Brothers & Co
Illinois
$310K – – –
BA
813
Baugh & Associates
Georgia
$308K -$13K -97 -4%
EWM
814
Evercore Wealth Management
New York
$308K -$18.8K -140 -6%
JWBC
815
John W. Brooker & Co
California
$307K -$20.7K -154 -6%
HPC
816
HM Payson & Co
Maine
$307K – – –
RRCM
817
Rappaport Reiches Capital Management
Illinois
$307K – – –
MW
818
Marcum Wealth
Ohio
$306K -$14.3K -106 -4%
RIA
819
Regal Investment Advisors
Michigan
$305K +$303K +2,250 New
MIM
820
MTM Investment Management
South Carolina
$305K – – –
FFS
821
Founders Financial Securities
Maryland
$304K +$313K +2,329 New
CSIC
822
Clifford Swan Investment Counsel
California
$303K – – –
FA
823
Fagan Associates
New York
$303K +$403 +3 +0.1%
FA
824
Fiduciary Alliance
South Carolina
$301K +$71.4K +531 +31%
EW
825
Element Wealth
Mississippi
$301K – – –
31 32
33
34 35