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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
976
Tortoise Investment Management
New York
$101K – – –
IWP
977
IAG Wealth Partners
Wisconsin
$101K – – –
MPWT
978
MassMutual Private Wealth & Trust
Connecticut
$99.5K +$25K +199 +33%
CCP
979
Clarkston Capital Partners
Michigan
$99K -$12.6K -100 -11%
EDRH
980
Edmond de Rothschild Holding
Switzerland
$99K – – –
CNBTD
981
Citizens National Bank Trust Department
Mississippi
$96.1K – – –
AIA
982
Armor Investment Advisors
North Carolina
$93.2K +$94.7K +753 New
BA
983
Ballast Advisors
Minnesota
$93K -$2.14K -17 -2%
VC
984
Vestor Capital
Illinois
$93K – – –
PFBT
985
Parkside Financial Bank & Trust
Missouri
$89.4K +$29.2K +232 +47%
AWM
986
Abound Wealth Management
Tennessee
$88.5K +$4.28K +34 +5%
TWM
987
Tradition Wealth Management
Minnesota
$87K – – –
DAM
988
Delta Asset Management
Tennessee
$86.5K -$1.89K -15 -2%
GA
989
GoalVest Advisory
New York
$84.7K – – –
AWM
990
Accel Wealth Management
Iowa
$77.1K +$252 +2 +0.3%
CT
991
Colonial Trust
South Carolina
$76.3K -$881 -7 -1%
AWA
992
Alaska Wealth Advisors
Alaska
$74.8K +$76.1K +605 New
BCA
993
Bray Capital Advisors
Florida
$74.2K – – –
JFGIW
994
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$74.2K – – –
OA
995
Operose Advisors
Wisconsin
$74.2K – – –
TCPG
996
Trivant Custom Portfolio Group
California
$74.2K +$75.5K +600 New
TAM
997
Tucker Asset Management
Colorado
$74.1K -$3.52K -28 -4%
MAWA
998
Moss Adams Wealth Advisors
Washington
$73.8K +$126 +1 +0.2%
GBT
999
Grove Bank & Trust
Florida
$72K – – –
MWC
1000
MBM Wealth Consultants
Missouri
$71K – – –
38 39
40
41 42