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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
801
Kanawha Capital Management
Virginia
$373K -$7.45K -50 -2%
ACM
802
AlphaStar Capital Management
North Carolina
$373K -$404K -2,715 -53%
HCM
803
Howland Capital Management
Massachusetts
$371K – – –
AF
804
Apollon Financial
South Carolina
$370K -$5.07K -34 -1%
HFS
805
Hoge Financial Services
Pennsylvania
$370K -$7.75K -52 -2%
OAM
806
Oak Asset Management
California
$369K – – –
VWM
807
Venturi Wealth Management
Texas
$368K -$596 -4 -0.2%
IAS
808
Insigneo Advisory Services
Florida
$368K -$4.17K -28 -1%
TH
809
TCTC Holdings
Texas
$365K – – –
AC
810
ASB Consultores
Florida
$364K – – –
OC
811
Oakworth Capital
Alabama
$364K +$240K +1,613 +208%
RPA
812
Redwood Park Advisors
California
$362K +$298 +2 +0.1%
MCM
813
Mainstream Capital Management
California
$361K -$7.3K -49 -2%
BFO
814
Boston Family Office
Massachusetts
$359K – – –
BWP
815
Bernardo Wealth Planning
Pennsylvania
$359K – – –
RIA
816
Regal Investment Advisors
Michigan
$358K -$17.9K -120 -5%
SVWG
817
Shared Vision Wealth Group
United States
$358K – – –
MCWS
818
McKinley Carter Wealth Services
West Virginia
$357K +$17.9K +120 +5%
WB
819
West Bancorporation
Iowa
$355K -$52K -349 -13%
TAM
820
Titleist Asset Management
Texas
$355K – – –
MFP
821
Meramec Financial Planners
Missouri
$355K +$9.09K +61 +3%
UAG
822
United Advisor Group
Ohio
$354K – – –
CA
823
CGN Advisors
Kansas
$354K +$596 +4 +0.2%
BHWM
824
Beaird Harris Wealth Management
Texas
$352K – – –
IDA
825
Intelligence Driven Advisers
California
$352K +$2.09K +14 +0.6%
31 32
33
34 35