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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
776
Realta Investment Advisors
Delaware
$349K +$90.4K +647 +32%
SW
777
SkyOak Wealth
Michigan
$349K -$20.1K -144 -5%
PWM
778
Provident Wealth Management
Tennessee
$348K +$1.68K +12 +0.5%
TVAMP
779
Tennessee Valley Asset Management Partners
Tennessee
$348K -$27.4K -196 -7%
CA
780
CGN Advisors
Kansas
$347K +$559 +4 +0.2%
KCM
781
Kanawha Capital Management
Virginia
$346K -$14K -100 -4%
WIC
782
Woodmont Investment Counsel
Tennessee
$344K +$1.54K +11 +0.4%
UAG
783
United Advisor Group
Ohio
$343K -$5.31K -38 -1%
EWA
784
Exencial Wealth Advisors
Oklahoma
$341K -$48.5K -347 -12%
PTC
785
Philadelphia Trust Company
Pennsylvania
$341K – – –
GAM
786
GEM Asset Management
Michigan
$340K -$79.3K -568 -18%
GF
787
Gries Financial
Ohio
$339K – – –
BMM
788
Berkshire Money Management
Massachusetts
$339K +$359K +2,570 New
PFA
789
Pettinga Financial Advisors
Indiana
$338K +$358K +2,560 New
VPP
790
Vertex Planning Partners
Illinois
$336K +$20.8K +149 +6%
PP
791
Patten & Patten
Tennessee
$336K – – –
CIAS
792
Capital Investment Advisory Services
North Carolina
$335K – – –
WAS
793
Wealth Advisory Solutions
Indiana
$334K +$3.35K +24 +1%
MC
794
McCarthy & Cox
Ohio
$334K +$140 +1 +0%
PVI
795
Pine Valley Investments
New Jersey
$334K +$279 +2 +0.1%
TFGT
796
TS Financial Group (TSFG)
Illinois
$333K – – –
BW
797
BXM Wealth
Colorado
$333K +$352K +2,520 New
PPWP
798
Premier Path Wealth Partners
New Jersey
$332K +$153K +1,097 +77%
CGL
799
Clarius Group LLC
Washington
$331K – – –
EIA
800
Eldridge Investment Advisors
New Hampshire
$330K – – –
30 31
32
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