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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
776
Optimum Investment Advisors
Illinois
$273K – – –
TF
777
Tompkins Financial
New York
$273K +$120K +963 +72%
ONSWM
778
Old North State Wealth Management
North Carolina
$273K +$24.1K +193 +9%
BPFA
779
Barnes Pettey Financial Advisors
Mississippi
$272K – – –
IGGA
780
Iron Gate Global Advisors
Utah
$272K +$74.8K +600 +35%
HGERS
781
Householder Group Estate & Retirement Specialist
Arizona
$269K +$283K +2,267 New
BCP
782
Berkeley Capital Partners
Georgia
$268K +$374 +3 +0.1%
SDWIA
783
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$267K – – –
PPW
784
Pinnacle Private Wealth
Massachusetts
$267K +$76.1K +610 +37%
RWB
785
RMR Wealth Builders
New Jersey
$266K -$11K -88 -4%
QCG
786
Quadrant Capital Group
Ohio
$265K -$21.8K -175 -7%
HBW
787
Hazlett, Burt & Watson
West Virginia
$264K +$119K +957 +76%
CFCI
788
Comprehensive Financial Consultants Institutional
Indiana
$263K -$19.5K -156 -7%
RCA
789
Ranch Capital Advisors
Florida
$262K – – –
NFP
790
Narus Financial Partners
Utah
$261K – – –
HCM
791
Hall Capital Management
Rhode Island
$261K – – –
EFG
792
Everhart Financial Group
Ohio
$261K +$8.85K +71 +3%
EWM
793
Evercore Wealth Management
New York
$260K – – –
TFGT
794
TS Financial Group (TSFG)
Illinois
$259K – – –
CA
795
Calton & Associates
Florida
$258K -$224K -1,796 -45%
AIM
796
Alhambra Investment Management
Florida
$257K -$10.2K -82 -4%
TWM
797
Titus Wealth Management
California
$257K +$623 +5 +0.2%
AC
798
ASB Consultores
Florida
$257K +$270K +2,168 New
HR
799
Howe & Rusling
New York
$255K -$15.2K -122 -5%
PW
800
Peninsula Wealth
California
$255K – – –
30 31
32
33 34