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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
526
Southern Wealth Management
Texas
$310K +$2.96K +30 +0.8%
OWD
527
Osborn Williams & Donohoe
Ohio
$309K -$13.9K -141 -4%
FIM
528
Freedom Investment Management
Connecticut
$308K +$52.2K +529 +23%
VFM
529
Vivid Financial Management
California
$305K – – –
BCA
530
Bray Capital Advisors
Florida
$304K – – –
SC
531
Sepio Capital
Utah
$303K – – –
HA
532
Harfst & Associates
Wyoming
$297K – – –
I
533
IberiaBank
Louisiana
$295K -$120K -1,218 -25%
S
534
SignatureFD
Georgia
$293K -$57.7K -585 -14%
ACG
535
Allen Capital Group
Nebraska
$293K – – –
MWM
536
McNaughton Wealth Management
California
$293K +$362K +3,674 New
RWA
537
River Wealth Advisors
Pennsylvania
$290K – – –
AWE
538
Avidian Wealth Enterprises
Texas
$289K -$60.6K -614 -15%
CA
539
Calton & Associates
Florida
$289K -$30.2K -306 -8%
PFO
540
Pathstone Family Office
New Jersey
$289K +$12.1K +123 +4%
SDH
541
Sloy Dahl & Holst
Washington
$284K – – –
OIA
542
Optimum Investment Advisors
Illinois
$284K +$2.27K +23 +0.6%
WIA
543
World Investment Advisors
California
$283K -$30.1K -305 -8%
EWM
544
EPG Wealth Management
Georgia
$283K -$23.9K -242 -6%
PWLP
545
Prio Wealth Limited Partnership
Massachusetts
$283K – – –
BCP
546
Berkeley Capital Partners
Georgia
$280K -$888 -9 -0.3%
SDWIA
547
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$280K – – –
SW
548
StrongBox Wealth
Missouri
$280K +$345K +3,503 New
TA
549
TCG Advisors
Texas
$278K -$50.2K -509 -13%
RCA
550
Resonant Capital Advisors
Wisconsin
$278K – – –
20 21
22
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