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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
626
HBK Sorce Advisory
Pennsylvania
$211K -$7.92K -84 -4%
PL
627
Plancorp LLC
Missouri
$211K +$1.23K +13 +0.6%
BA
628
Bristlecone Advisors
Washington
$210K +$566 +6 +0.3%
SPP
629
Single Point Partners
Massachusetts
$210K +$214K +2,268 New
HCM
630
Howland Capital Management
Massachusetts
$209K – – –
BO
631
BRR OpCo
Ohio
$209K +$1.23K +13 +0.6%
SDWIA
632
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$208K – – –
BOPW
633
Brandywine Oak Private Wealth
Pennsylvania
$207K -$1.51K -16 -0.7%
BFC
634
Bedel Financial Consulting
Indiana
$205K +$660 +7 +0.3%
HWA
635
Heartwood Wealth Advisors
Virginia
$204K -$62.1K -659 -23%
CCP
636
Corient Capital Partners
California
$204K -$22.4K -237 -10%
KFI
637
Key Financial Inc
Pennsylvania
$204K +$208K +2,208 New
FFG
638
Ford Financial Group
California
$203K +$207K +2,200 New
RWM
639
Raffa Wealth Management
District of Columbia
$201K – – –
BI
640
Ballast Inc
Kentucky
$201K +$206K +2,186 New
VFA
641
Valeo Financial Advisors
Indiana
$200K – – –
GFPC
642
Global Financial Private Client
Florida
$199K -$2.36K -25 -1%
S
643
SignatureFD
Georgia
$194K -$77.7K -824 -28%
APWM
644
Atlas Private Wealth Management
New York
$190K -$2.08K -22 -1%
SIA
645
SeaBridge Investment Advisors
New Jersey
$186K -$9.43K -100 -5%
SIC
646
Salem Investment Counselors
North Carolina
$183K – – –
KCM
647
Kathmere Capital Management
Pennsylvania
$183K +$187K +1,979 New
CT
648
Caldwell Trust
Florida
$182K -$16K -170 -8%
PWM
649
Provident Wealth Management
Tennessee
$181K +$98K +1,039 +114%
EP
650
Eudaimonia Partners
Tennessee
$176K +$1.32K +14 +0.7%
24 25
26
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