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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
QWM
801
Quaker Wealth Management
New Jersey
$234K – – –
NL
802
NVWM LLC
Pennsylvania
$232K – – –
SLWA
803
San Luis Wealth Advisors
California
$231K – – –
OGF
804
Orin Green Financial
California
$229K -$21.4K -172 -9%
EI
805
Ethic Inc
New York
$226K -$205K -1,651 -49%
SFP
806
Sterling Financial Planning
New Jersey
$226K -$10.6K -85 -5%
RCA
807
Resonant Capital Advisors
Wisconsin
$226K – – –
CCM
808
Condor Capital Management
New Jersey
$225K – – –
EP
809
EPIQ Partners
Minnesota
$225K – – –
IGGA
810
Iron Gate Global Advisors
Utah
$224K -$24.9K -200 -11%
KAH
811
Kathryn A. Hall
$224K – – –
TCBWMS
812
Texas Capital Bank Wealth Management Services
Texas
$224K – – –
RC
813
Roundview Capital
New Jersey
$223K – – –
ACM
814
Advisors Capital Management
New Jersey
$223K +$215K +1,730 New
AWE
815
Avidian Wealth Enterprises
Texas
$222K +$249 +2 +0.1%
CAM
816
Crestone Asset Management
Colorado
$221K – – –
WCAMG
817
Woodard & Company Asset Management Group
North Carolina
$220K – – –
ORC
818
O'Rourke & Company
Massachusetts
$220K +$212K +1,700 New
APWM
819
Atlas Private Wealth Management
New York
$220K +$212K +1,701 New
SIA
820
SeaBridge Investment Advisors
New Jersey
$218K +$210K +1,685 New
WWM
821
Windsor Wealth Management
Indiana
$217K +$207K +1,662 New
SWMG
822
Signature Wealth Management Group
Georgia
$217K +$210K +1,684 New
WT
823
Washington Trust
Rhode Island
$216K -$140K -1,125 -40%
SFG
824
Sovereign Financial Group
Connecticut
$216K +$208K +1,670 New
NSIM
825
North Star Investment Management
Illinois
$215K +$172K +1,379 +486%
31 32
33
34 35