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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
801
Parsec Financial Management
North Carolina
$256K -$10.8K -88 -4%
CFCI
802
Comprehensive Financial Consultants Institutional
Indiana
$256K – – –
BPFA
803
Barnes Pettey Financial Advisors
Mississippi
$255K – – –
OPW
804
Oxler Private Wealth
New York
$255K +$1.11K +9 +0.6%
SCFS
805
S.C. Financial Services
Arizona
$252K +$278K +2,260 New
RWB
806
RMR Wealth Builders
New Jersey
$251K +$1.35K +11 +0.5%
BCP
807
Berkeley Capital Partners
Georgia
$250K -$2.22K -18 -0.8%
BC
808
Bowman & Company
Wisconsin
$247K +$11.5K +93 +4%
EFG
809
Everhart Financial Group
Ohio
$246K – – –
NFP
810
Narus Financial Partners
Utah
$245K – – –
HCM
811
Hall Capital Management
Rhode Island
$245K – – –
EWS
812
Evergreen Wealth Solutions
Pennsylvania
$244K -$330K -2,680 -55%
HGERS
813
Householder Group Estate & Retirement Specialist
Arizona
$244K -$8.87K -72 -3%
EWM
814
Evercore Wealth Management
New York
$244K – – –
CA
815
Calton & Associates
Florida
$244K +$1.72K +14 +0.6%
DTL
816
Dynamic Technology Lab
Singapore
$244K +$270K +2,190 New
AIM
817
Alhambra Investment Management
Florida
$242K – – –
TFGT
818
TS Financial Group (TSFG)
Illinois
$241K -$2.46K -20 -0.9%
PW
819
Peninsula Wealth
California
$240K – – –
MCA
820
Magnolia Capital Advisors
Mississippi
$238K – – –
LWA
821
LWS Wealth Advisors
New Jersey
$238K +$1.72K +14 +0.7%
B
822
Bensler
Washington
$237K +$1.72K +14 +0.7%
PA
823
PFG Advisors
Arizona
$237K -$126K -1,021 -32%
FIB
824
First Interstate Bank
Montana
$237K – – –
TW
825
TrinityPoint Wealth
Connecticut
$237K +$370 +3 +0.1%
31 32
33
34 35