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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
651
Fermata Advisors
California
$278K +$290K +2,364 New
MPW
652
Monterey Private Wealth
California
$277K +$245 +2 +0.1%
BONST
653
Bank of Nova Scotia Trust
Ontario, Canada
$275K +$122 +1 +0%
MSFS
654
Main Street Financial Solutions
Pennsylvania
$274K -$9.68K -79 -3%
OIA
655
Optimum Investment Advisors
Illinois
$273K +$1.59K +13 +0.6%
SIC
656
Salem Investment Counselors
North Carolina
$271K – – –
5L
657
55I LLC
Massachusetts
$270K +$281K +2,297 New
BCP
658
Berkeley Capital Partners
Georgia
$266K +$857 +7 +0.3%
FFG
659
Ford Financial Group
California
$266K +$2.08K +17 +0.8%
BFG
660
Berger Financial Group
Minnesota
$266K +$3.31K +27 +1%
SDWIA
661
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$265K +$245 +2 +0.1%
PP
662
Professional Planning
California
$264K -$57.4K -469 -17%
FB
663
Fulton Bank
Pennsylvania
$263K – – –
RCA
664
Ranch Capital Advisors
Florida
$261K +$122 +1 +0%
CCP
665
Corient Capital Partners
California
$259K – – –
KFI
666
Key Financial Inc
Pennsylvania
$258K – – –
TWM
667
Titus Wealth Management
California
$257K +$490 +4 +0.2%
LWA
668
LWS Wealth Advisors
New Jersey
$257K +$1.84K +15 +0.7%
EWM
669
Evercore Wealth Management
New York
$257K +$268K +2,190 New
FFA
670
First Foundation Advisors
California
$256K -$61.2K -500 -19%
KIG
671
Kowal Investment Group
Wisconsin
$255K +$32.5K +265 +14%
GFPC
672
Global Financial Private Client
Florida
$253K – – –
MCA
673
Magnolia Capital Advisors
Mississippi
$251K -$25.1K -205 -9%
EFG
674
Everhart Financial Group
Ohio
$250K – – –
PL
675
Plancorp LLC
Missouri
$249K -$18.6K -152 -7%
25 26
27
28 29