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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
576
Benedict Financial Advisors
Georgia
$240K -$2.4K -25 -1%
BRWM
577
B. Riley Wealth Management
Tennessee
$240K +$232K +2,411 New
FC
578
Fulcrum Capital
Washington
$239K -$19.2K -200 -8%
BP
579
Broadleaf Partners
Ohio
$237K – – –
MMA
580
Miracle Mile Advisors
California
$237K +$12K +125 +6%
BW
581
Bison Wealth
Georgia
$237K +$229K +2,387 New
CFB
582
Cullen/Frost Bankers
Texas
$236K +$228K +2,373 New
CFG
583
Citizens Financial Group
Rhode Island
$236K +$229K +2,378 New
HCM
584
Howland Capital Management
Massachusetts
$235K – – –
CB
585
Cadence Bank
Mississippi
$234K – – –
MHIM
586
MacNealy Hoover Investment Management
Ohio
$234K – – –
AWS
587
AJ Wealth Strategies
New York
$233K -$231K -2,408 -51%
GW
588
GW & Wade
Massachusetts
$233K +$225K +2,343 New
RPC
589
Rossmore Private Capital
Connecticut
$232K -$35.1K -365 -14%
WSTAM
590
Wilbanks Smith & Thomas Asset Management
Virginia
$232K – – –
BMM
591
Buffington Mohr McNeal
Idaho
$231K -$28.8K -300 -11%
RE
592
RBC Europe
United Kingdom
$226K – – –
HFA
593
Huber Financial Advisors
Illinois
$225K -$93.3K -971 -30%
CAG
594
Crestwood Advisors Group
Massachusetts
$225K -$10.6K -110 -5%
MWM
595
Merriman Wealth Management
Washington
$225K – – –
WPW
596
Waldron Private Wealth
Pennsylvania
$223K – – –
NIA
597
Northstar Investment Advisors
Colorado
$222K -$216K -2,245 -50%
QCG
598
Quadrant Capital Group
Ohio
$221K -$4.8K -50 -2%
SIA
599
SeaBridge Investment Advisors
New Jersey
$220K – – –
BFIM
600
Beese Fulmer Investment Management
Ohio
$218K +$210K +2,188 New
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24
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