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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
SS
751
SBI Securities
Japan
$382K +$404K +2,892 New
HWA
752
Heartwood Wealth Advisors
Virginia
$378K -$21.1K -151 -5%
NHT
753
New Hampshire Trust
New Hampshire
$375K – – –
NAM
754
NTV Asset Management
West Virginia
$373K – – –
BFM
755
Boston Financial Management
Massachusetts
$371K – – –
MPCL
756
My Personal CFO LLC
Washington
$370K – – –
BCA
757
Bay Colony Advisors
Massachusetts
$368K -$23.7K -170 -6%
FCA
758
Fortis Capital Advisors
Kansas
$367K – – –
SIC
759
Salem Investment Counselors
North Carolina
$367K – – –
HFS
760
Hoge Financial Services
Pennsylvania
$366K -$20.8K -149 -5%
GWP
761
Gen-Wealth Partners
Michigan
$364K – – –
KCFA
762
Key Client Fiduciary Advisors
New Jersey
$364K +$4.47K +32 +1%
MWM
763
Maridea Wealth Management
New York
$363K +$384K +2,751 New
EGA
764
Eagle Global Advisors
Texas
$361K -$14K -100 -4%
BW
765
Bison Wealth
Georgia
$360K +$838 +6 +0.2%
RWP
766
Ridgecrest Wealth Partners
California
$360K – – –
AFG
767
Albion Financial Group
Utah
$359K -$78.2K -560 -17%
YP
768
YANKCOM Partnership
South Dakota
$359K +$379K +2,715 New
ANBT
769
American National Bank & Trust
Texas
$357K -$62.8K -450 -14%
SEEDPG
770
S.E.E.D. Planning Group
New York
$355K – – –
PNAA
771
Pictet North America Advisors
Switzerland
$354K – – –
TAM
772
Titleist Asset Management
Texas
$352K +$32.7K +234 +10%
SVWG
773
Shared Vision Wealth Group
United States
$350K – – –
LIA
774
LBMC Investment Advisors
Tennessee
$350K +$419 +3 +0.1%
DCM
775
Delta Capital Management
New Jersey
$350K +$370K +2,650 New
29 30
31
32 33