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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
151
Shrier Wealth Management
California
$6.53M +$252K +1,690 +4%
AWA
152
Arkadios Wealth Advisors
Georgia
$6.52M -$3.13K -21 -0%
SDAM
153
Shulman DeMeo Asset Management
New York
$6.35M -$195K -1,306 -3%
MFG
154
Merit Financial Group
Georgia
$6.33M -$595K -3,996 -9%
CFG
155
Citizens Financial Group
Rhode Island
$6.31M +$544K +3,652 +10%
MYIA
156
Mount Yale Investment Advisors
Colorado
$6.3M -$195K -1,309 -3%
KPWS
157
Kestra Private Wealth Services
Texas
$6.17M +$493K +3,307 +9%
IWC
158
Integrated Wealth Concepts
Massachusetts
$6.15M +$2.64M +17,696 +78%
EFS
159
Essex Financial Services
Connecticut
$6.08M +$8.34K +56 +0.1%
EWA
160
EP Wealth Advisors
California
$6.07M +$801K +5,379 +16%
TPW
161
TL Private Wealth
Texas
$6.06M -$190K -1,274 -3%
CC
162
Climber Capital
Switzerland
$6.06M +$1.99M +13,366 +48%
WIM
163
Westside Investment Management
California
$5.98M +$113K +758 +2%
TPWM
164
Torrey-Payne Wealth Management
California
$5.96M +$354K +2,374 +6%
FHC
165
First Horizon Corporation
Tennessee
$5.94M -$2.68K -18 -0%
HFRG
166
Houlihan Financial Resource Group
Virginia
$5.88M -$68.1K -457 -1%
RFC
167
Regions Financial Corp
Alabama
$5.69M – – –
BBHC
168
Brown Brothers Harriman & Co
New York
$5.68M -$373K -2,502 -6%
QCM
169
Quantinno Capital Management
New York
$5.6M +$2.65M +17,789 +94%
GAM
170
Gotham Asset Management
New York
$5.58M +$5.14M +34,499 +1,583%
FHA
171
Flagship Harbor Advisors
Massachusetts
$5.56M +$1.19K +8 +0%
VAS
172
Vestmark Advisory Solutions
Massachusetts
$5.27M +$56.2K +377 +1%
SL
173
Salomon & Ludwin
Virginia
$5.21M -$144K -969 -3%
DWP
174
Destiny Wealth Partners
Florida
$5.12M -$5.34M -35,865 -52%
PWW
175
Pettyjohn Wood & White
Virginia
$5.11M -$81.9K -550 -2%
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