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State Street SPDR S&P Dividend ETF
SDY

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