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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
RPC
526
Rossmore Private Capital
Connecticut
$312K +$155K +1,575 +67%
SWM
527
Southern Wealth Management
Texas
$310K +$2.96K +30 +0.8%
OWD
528
Osborn Williams & Donohoe
Ohio
$309K -$13.9K -141 -4%
FIM
529
Freedom Investment Management
Connecticut
$308K +$52.2K +529 +23%
VFM
530
Vivid Financial Management
California
$305K – – –
BCA
531
Bray Capital Advisors
Florida
$304K – – –
SC
532
Sepio Capital
Utah
$303K – – –
HA
533
Harfst & Associates
Wyoming
$297K – – –
I
534
IberiaBank
Louisiana
$295K -$120K -1,218 -25%
S
535
SignatureFD
Georgia
$293K -$57.7K -585 -14%
ACG
536
Allen Capital Group
Nebraska
$293K – – –
MWM
537
McNaughton Wealth Management
California
$293K +$362K +3,674 New
RWA
538
River Wealth Advisors
Pennsylvania
$290K – – –
AWE
539
Avidian Wealth Enterprises
Texas
$289K -$60.6K -614 -15%
CA
540
Calton & Associates
Florida
$289K -$30.2K -306 -8%
PFO
541
Pathstone Family Office
New Jersey
$289K +$12.1K +123 +4%
SDH
542
Sloy Dahl & Holst
Washington
$284K – – –
OIA
543
Optimum Investment Advisors
Illinois
$284K +$2.27K +23 +0.6%
WIA
544
World Investment Advisors
California
$283K -$30.1K -305 -8%
EWM
545
EPG Wealth Management
Georgia
$283K -$23.9K -242 -6%
PWLP
546
Prio Wealth Limited Partnership
Massachusetts
$283K – – –
BCP
547
Berkeley Capital Partners
Georgia
$280K -$888 -9 -0.3%
SDWIA
548
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$280K – – –
SW
549
StrongBox Wealth
Missouri
$280K +$345K +3,503 New
TA
550
TCG Advisors
Texas
$278K -$50.2K -509 -13%
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