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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
BMM
676
Buffington Mohr McNeal
Idaho
$250K – – –
HCM
677
Howland Capital Management
Massachusetts
$248K -$14.7K -140 -6%
PPP
678
Private Portfolio Partners
New Jersey
$247K +$20.4K +194 +9%
RE
679
RBC Europe
United Kingdom
$244K – – –
PL
680
Plancorp LLC
Missouri
$243K +$31.3K +298 +15%
RM
681
Resource Management
Louisiana
$243K +$237K +2,260 New
RPG
682
Resource Planning Group
Georgia
$242K +$12.4K +118 +6%
BO
683
BRR OpCo
Ohio
$242K +$236K +2,251 New
WPW
684
Waldron Private Wealth
Pennsylvania
$241K – – –
CT
685
Caldwell Trust
Florida
$241K +$235K +2,237 New
NFP
686
Narus Financial Partners
Utah
$237K – – –
BFC
687
Bedel Financial Consulting
Indiana
$236K +$630 +6 +0.3%
SCA
688
Stonebridge Capital Advisors
Minnesota
$235K -$3.15K -30 -1%
BI
689
Ballast Inc
Kentucky
$235K +$229K +2,186 New
SIA
690
SeaBridge Investment Advisors
New Jersey
$234K – – –
CF
691
Centaurus Financial
California
$231K – – –
WI
692
Wintrust Investments
Illinois
$231K – – –
FFG
693
Ford Financial Group
California
$231K +$1.57K +15 +0.7%
DI
694
DFPG Investments
Utah
$227K -$4.83K -46 -2%
ASC
695
Atalanta Sosnoff Capital
New York
$227K +$2.62K +25 +1%
EC
696
Estate Counselors
Wisconsin
$226K +$10.5K +100 +5%
LWA
697
LWS Wealth Advisors
New Jersey
$226K +$221K +2,105 New
AIA
698
Avalon Investment & Advisory
Texas
$225K +$219K +2,088 New
CWA
699
Clarity Wealth Advisors
California
$225K +$220K +2,100 New
GWAG
700
Garrett Wealth Advisory Group
Texas
$224K +$34.4K +328 +19%
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