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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
451
WealthBridge Capital Management
Ohio
$468K +$47.4K +470 +11%
SHWM
452
Smith & Howard Wealth Management
Georgia
$468K +$138K +1,366 +43%
HCM
453
Hengehold Capital Management
Ohio
$467K -$3.63K -36 -0.8%
TFS
454
Thoroughbred Financial Services
Tennessee
$467K +$459K +4,549 New
FIM
455
Freedom Investment Management
Connecticut
$463K -$92.3K -915 -17%
CAM
456
Crestone Asset Management
Colorado
$462K -$48.9K -485 -10%
PAS
457
Park Avenue Securities
New York
$461K +$22.4K +222 +5%
CSIC
458
Clifford Swan Investment Counsel
California
$456K – – –
EVM
459
Eaton Vance Management
Massachusetts
$454K – – –
FCA
460
FLC Capital Advisors
California
$447K – – –
RWM
461
Raffa Wealth Management
District of Columbia
$447K +$439K +4,356 New
MWM
462
Mission Wealth Management
California
$435K -$5.65K -56 -1%
SBSB
463
Sullivan, Bruyette, Speros & Blaney
Virginia
$433K -$72.3K -717 -15%
FC
464
Fulcrum Capital
Washington
$430K +$41K +407 +11%
TA
465
TCG Advisors
Texas
$427K +$222K +2,204 +112%
B
466
Bailard
California
$422K -$14.8K -147 -3%
CFA
467
Carroll Financial Associates
North Carolina
$421K -$10.1K -100 -2%
CAM
468
Covenant Asset Management
New Jersey
$418K – – –
GI
469
GAMCO Investors
Connecticut
$414K – – –
OWD
470
Osborn Williams & Donohoe
Ohio
$413K – – –
AWE
471
Avidian Wealth Enterprises
Texas
$412K -$112K -1,106 -22%
GRP
472
Global Retirement Partners
California
$412K +$18.6K +184 +5%
TCPWM
473
Traverso Chambers Private Wealth Management
California
$411K – – –
BWM
474
Brickley Wealth Management
California
$410K – – –
TH
475
TCTC Holdings
Texas
$410K – – –
17 18
19
20 21