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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
IFAM
751
Institutional & Family Asset Management
Colorado
$303K -$40.3K -319 -12%
PAMG
752
Patton Albertson Miller Group
Tennessee
$303K -$2.91K -23 -1%
MPW
753
Monterey Private Wealth
California
$301K +$253 +2 +0.1%
MSFS
754
Main Street Financial Solutions
Pennsylvania
$299K +$379 +3 +0.1%
CA
755
Continuum Advisory
Idaho
$298K -$20.3K -161 -6%
RWB
756
RMR Wealth Builders
New Jersey
$298K +$294K +2,326 New
CFCI
757
Comprehensive Financial Consultants Institutional
Indiana
$297K – – –
ACM
758
Avalon Capital Management
California
$297K +$302K +2,392 New
SIC
759
Salem Investment Counselors
North Carolina
$295K – – –
OIA
760
Optimum Investment Advisors
Illinois
$295K +$1.77K +14 +0.6%
FFG
761
Ford Financial Group
California
$294K +$1.77K +14 +0.6%
BPFA
762
Barnes Pettey Financial Advisors
Mississippi
$293K – – –
RIM
763
Rockbridge Investment Management
New York
$290K -$567K -4,485 -67%
HR
764
Howe & Rusling
New York
$290K +$54.9K +434 +24%
BCP
765
Berkeley Capital Partners
Georgia
$289K +$1.9K +15 +0.7%
SDWIA
766
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$288K – – –
AIM
767
Alhambra Investment Management
Florida
$288K +$284K +2,251 New
FB
768
Fulton Bank
Pennsylvania
$285K – – –
CCP
769
Corient Capital Partners
California
$283K – – –
SHWM
770
Smith & Howard Wealth Management
Georgia
$283K +$6.32K +50 +2%
HCM
771
Hall Capital Management
Rhode Island
$282K -$25K -198 -8%
RCA
772
Ranch Capital Advisors
Florida
$282K – – –
NFP
773
Narus Financial Partners
Utah
$282K +$278K +2,200 New
EWM
774
Evercore Wealth Management
New York
$281K – – –
HT
775
HighTower Trust
Texas
$281K +$277K +2,190 New
29 30
31
32 33