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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
SVWG
826
Shared Vision Wealth Group
United States
$343K – – –
TAM
827
Titleist Asset Management
Texas
$340K -$14.5K -97 -4%
UAG
828
United Advisor Group
Ohio
$339K – – –
CA
829
CGN Advisors
Kansas
$338K -$32.2K -216 -9%
CWS
830
Cypress Wealth Services
California
$338K +$447 +3 +0.1%
BHWM
831
Beaird Harris Wealth Management
Texas
$337K -$72.3K -485 -17%
CTWM
832
Cherry Tree Wealth Management
Minnesota
$337K – – –
GA
833
Greenspring Advisors
Maryland
$337K – – –
FCBT
834
First Citizens Bank & Trust
North Carolina
$335K -$96.9K -650 -22%
IDA
835
Intelligence Driven Advisers
California
$335K +$1.94K +13 +0.6%
NFG
836
Nadler Financial Group
Illinois
$335K -$147K -987 -30%
RIM
837
Rockbridge Investment Management
New York
$335K – – –
RBC
838
Romano Brothers & Co
Illinois
$333K – – –
PP
839
Patten & Patten
Tennessee
$333K – – –
MCM
840
MidAtlantic Capital Management
Virginia
$332K – – –
HPC
841
HM Payson & Co
Maine
$330K – – –
DTC
842
Davidson Trust Company
Washington
$330K – – –
EGA
843
Eagle Global Advisors
Texas
$329K – – –
MFP
844
Meramec Financial Planners
Missouri
$329K +$894 +6 +0.3%
FHC
845
First Heartland Consultants
Missouri
$327K -$106K -711 -24%
MCWS
846
McKinley Carter Wealth Services
West Virginia
$325K – – –
GIM
847
Goelzer Investment Management
Indiana
$321K +$328K +2,202 New
NFP
848
Narus Financial Partners
Utah
$321K – – –
LWL
849
Leo Wealth LLC
Texas
$320K +$1.94K +13 +0.6%
CCT
850
Chemung Canal Trust
New York
$319K – – –
32 33
34
35 36