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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
651
Titus Wealth Management
California
$239K -$9.61K -95 -4%
BIAS
652
Beacon Investment Advisory Services
New Jersey
$239K +$229K +2,259 New
SDWIA
653
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$238K – – –
SIC
654
Salem Investment Counselors
North Carolina
$238K +$26.3K +260 +13%
BFC
655
Bedel Financial Consulting
Indiana
$235K +$911 +9 +0.4%
FFG
656
Ford Financial Group
California
$235K +$2.13K +21 +1%
SYBT
657
Stock Yards Bank & Trust
Kentucky
$234K -$14.7K -145 -6%
CCP
658
Corient Capital Partners
California
$234K – – –
BOPW
659
Brandywine Oak Private Wealth
Pennsylvania
$233K -$4.55K -45 -2%
KFI
660
Key Financial Inc
Pennsylvania
$233K -$1.31K -13 -0.6%
HWA
661
Heartwood Wealth Advisors
Virginia
$233K – – –
FB
662
Fulton Bank
Pennsylvania
$232K -$3.54K -35 -2%
BFG
663
Berger Financial Group
Minnesota
$232K +$222K +2,191 New
CSPIA
664
Cary Street Partners Investment Advisory
Virginia
$231K -$25.5K -252 -10%
BI
665
Ballast Inc
Kentucky
$231K – – –
LWA
666
LWS Wealth Advisors
New Jersey
$231K +$220K +2,176 New
RWM
667
Raffa Wealth Management
District of Columbia
$231K – – –
GFPC
668
Global Financial Private Client
Florida
$228K – – –
SWMG
669
Signature Wealth Management Group
Georgia
$228K +$217K +2,148 New
RWM
670
Reston Wealth Management
Virginia
$225K +$215K +2,121 New
EFG
671
Everhart Financial Group
Ohio
$225K +$216K +2,130 New
BRWM
672
B. Riley Wealth Management
Tennessee
$224K -$268K -2,651 -56%
S
673
SignatureFD
Georgia
$224K +$1.01K +10 +0.5%
FI
674
FormulaFolio Investments
Michigan
$223K +$213K +2,101 New
SFP
675
Sterling Financial Planning
New Jersey
$223K +$213K +2,102 New
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