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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
801
Salem Investment Counselors
North Carolina
$257K – – –
TF
802
Tompkins Financial
New York
$257K – – –
RCA
803
Ranch Capital Advisors
Florida
$257K +$11.9K +97 +4%
CFB
804
Cullen/Frost Bankers
Texas
$257K +$43.5K +353 +18%
CBFP
805
Cedar Brook Financial Partners
Ohio
$256K +$283K +2,298 New
PFM
806
Parsec Financial Management
North Carolina
$256K -$10.8K -88 -4%
CFCI
807
Comprehensive Financial Consultants Institutional
Indiana
$256K – – –
BPFA
808
Barnes Pettey Financial Advisors
Mississippi
$255K – – –
OPW
809
Oxler Private Wealth
New York
$255K +$1.11K +9 +0.6%
SCFS
810
S.C. Financial Services
Arizona
$252K +$278K +2,260 New
RWB
811
RMR Wealth Builders
New Jersey
$251K +$1.35K +11 +0.5%
BCP
812
Berkeley Capital Partners
Georgia
$250K -$2.22K -18 -0.8%
BC
813
Bowman & Company
Wisconsin
$247K +$11.5K +93 +4%
EFG
814
Everhart Financial Group
Ohio
$246K – – –
NFP
815
Narus Financial Partners
Utah
$245K – – –
HCM
816
Hall Capital Management
Rhode Island
$245K – – –
EWS
817
Evergreen Wealth Solutions
Pennsylvania
$244K -$330K -2,680 -55%
HGERS
818
Householder Group Estate & Retirement Specialist
Arizona
$244K -$8.87K -72 -3%
EWM
819
Evercore Wealth Management
New York
$244K – – –
CA
820
Calton & Associates
Florida
$244K +$1.72K +14 +0.6%
DTL
821
Dynamic Technology Lab
Singapore
$244K +$270K +2,190 New
AIM
822
Alhambra Investment Management
Florida
$242K – – –
TFGT
823
TS Financial Group (TSFG)
Illinois
$241K -$2.46K -20 -0.9%
PW
824
Peninsula Wealth
California
$240K – – –
MCA
825
Magnolia Capital Advisors
Mississippi
$238K – – –
31 32
33
34 35