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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
626
Marcum Wealth
Ohio
$212K +$205K +2,328 New
CFD
627
Creative Financial Designs
Indiana
$211K +$132K +1,504 +187%
SB
628
Sunflower Bank
Texas
$210K +$203K +2,313 New
PL
629
Plancorp LLC
Missouri
$208K +$200K +2,275 New
RE
630
RBC Europe
United Kingdom
$207K – – –
HCM
631
Howland Capital Management
Massachusetts
$207K +$199K +2,267 New
BOPW
632
Brandywine Oak Private Wealth
Pennsylvania
$206K -$83.9K -955 -30%
PAMG
633
Patton Albertson Miller Group
Tennessee
$206K +$198K +2,255 New
BA
634
Bristlecone Advisors
Washington
$206K +$199K +2,262 New
TCBWMS
635
Texas Capital Bank Wealth Management Services
Texas
$205K -$413K -4,702 -68%
BO
636
BRR OpCo
Ohio
$205K +$198K +2,251 New
WWM
637
Windsor Wealth Management
Indiana
$204K +$197K +2,240 New
SDWIA
638
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$203K -$110K -1,250 -36%
BMM
639
Berkshire Money Management
Massachusetts
$202K – – –
BHB
640
Bank Hapoalim BM
Israel
$202K +$195K +2,214 New
BFC
641
Bedel Financial Consulting
Indiana
$201K +$615 +7 +0.3%
RWM
642
Raffa Wealth Management
District of Columbia
$199K – – –
VFA
643
Valeo Financial Advisors
Indiana
$198K -$44.9K -511 -19%
GFPC
644
Global Financial Private Client
Florida
$197K -$94.1K -1,071 -33%
RDWM
645
Red Door Wealth Management
Tennessee
$195K +$42.5K +483 +29%
CT
646
Caldwell Trust
Florida
$195K – – –
SIA
647
SeaBridge Investment Advisors
New Jersey
$192K – – –
APWM
648
Atlas Private Wealth Management
New York
$189K -$59K -671 -24%
EC
649
Estate Counselors
Wisconsin
$186K +$180K +2,050 New
SIC
650
Salem Investment Counselors
North Carolina
$181K – – –
24 25
26
27 28