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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
SPP
626
Single Point Partners
Massachusetts
$210K +$214K +2,268 New
HCM
627
Howland Capital Management
Massachusetts
$209K – – –
BO
628
BRR OpCo
Ohio
$209K +$1.23K +13 +0.6%
SDWIA
629
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$208K – – –
BOPW
630
Brandywine Oak Private Wealth
Pennsylvania
$207K -$1.51K -16 -0.7%
BFC
631
Bedel Financial Consulting
Indiana
$205K +$660 +7 +0.3%
HWA
632
Heartwood Wealth Advisors
Virginia
$204K -$62.1K -659 -23%
CCP
633
Corient Capital Partners
California
$204K -$22.4K -237 -10%
KFI
634
Key Financial Inc
Pennsylvania
$204K +$208K +2,208 New
FFG
635
Ford Financial Group
California
$203K +$207K +2,200 New
RWM
636
Raffa Wealth Management
District of Columbia
$201K – – –
BI
637
Ballast Inc
Kentucky
$201K +$206K +2,186 New
VFA
638
Valeo Financial Advisors
Indiana
$200K – – –
GFPC
639
Global Financial Private Client
Florida
$199K -$2.36K -25 -1%
S
640
SignatureFD
Georgia
$194K -$77.7K -824 -28%
APWM
641
Atlas Private Wealth Management
New York
$190K -$2.08K -22 -1%
SIA
642
SeaBridge Investment Advisors
New Jersey
$186K -$9.43K -100 -5%
SIC
643
Salem Investment Counselors
North Carolina
$183K – – –
KCM
644
Kathmere Capital Management
Pennsylvania
$183K +$187K +1,979 New
CT
645
Caldwell Trust
Florida
$182K -$16K -170 -8%
PWM
646
Provident Wealth Management
Tennessee
$181K +$98K +1,039 +114%
EP
647
Eudaimonia Partners
Tennessee
$176K +$1.32K +14 +0.7%
HR
648
Howe & Rusling
New York
$172K +$472 +5 +0.3%
RE
649
RBC Europe
United Kingdom
$169K -$41.5K -440 -19%
TAM
650
Townsend Asset Management
North Carolina
$162K +$1.04K +11 +0.6%
24 25
26
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