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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
376
Churchill Financial Advisors
Kentucky
$1.45M +$1.45M +10,428 New
APP
377
Avantax Planning Partners
Iowa
$1.43M +$1.25K +9 +0.1%
DCM
378
Donaldson Capital Management
Indiana
$1.42M +$1.39K +10 +0.1%
SW
379
SVB Wealth
Massachusetts
$1.41M – – –
RWIA
380
Roger Wittlin Investment Advisory
California
$1.41M -$367K -2,640 -21%
LCA
381
Legend Capital Advisors
New York
$1.41M +$1.41M +10,114 New
GI
382
GLOBALT Investments
Georgia
$1.41M -$29.5K -212 -2%
BHWM
383
Bar Harbor Wealth Management
New Hampshire
$1.4M – – –
JWM
384
Jeppson Wealth Management
California
$1.4M -$48.7K -350 -3%
V
385
VeraBank
Texas
$1.38M – – –
KA
386
Kovack Advisors
Florida
$1.35M +$710K +5,102 +110%
RIA
387
Richwood Investment Advisors
Ohio
$1.35M -$43.8K -315 -3%
DC
388
Destiny Capital
Colorado
$1.35M – – –
LPAM
389
Lodestar Private Asset Management
California
$1.35M -$225K -1,618 -14%
WCM
390
Winebrenner Capital Management
Kentucky
$1.34M -$3.06K -22 -0.2%
HC
391
Hourglass Capital
Texas
$1.34M -$40.4K -290 -3%
SPC
392
Sigma Planning Corp
Michigan
$1.33M -$41.5K -298 -3%
SFPG
393
Stonebridge Financial Planning Group
Florida
$1.33M -$13.1K -94 -1%
PAM
394
Palisade Asset Management
Minnesota
$1.32M -$21.8K -157 -2%
SA
395
Sovran Advisors
California
$1.32M -$80.4K -578 -6%
DWM
396
Dakota Wealth Management
Florida
$1.32M – – –
AWP
397
Axis Wealth Partners
Rhode Island
$1.32M -$21.3K -153 -2%
FDCDDQ
398
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.32M +$23.9K +172 +2%
BCFS
399
Butensky & Cohen Financial Security
Florida
$1.31M +$60K +431 +5%
MB
400
MidFirst Bank
Oklahoma
$1.3M +$1.3M +9,335 New
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