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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
826
Baldwin Investment Management
Pennsylvania
$307K – – –
TC
827
Titleist Capital
Texas
$306K – – –
MA
828
MCF Advisors
Kentucky
$305K – – –
CSIC
829
Clifford Swan Investment Counsel
California
$305K -$12.4K -100 -4%
BOPW
830
Brandywine Oak Private Wealth
Pennsylvania
$305K – – –
SXL
831
Summit X LLC
Missouri
$304K +$29K +235 +11%
VPP
832
Vertex Planning Partners
Illinois
$300K +$296K +2,397 New
BC
833
Bowman & Company
Wisconsin
$298K +$20.6K +167 +8%
IGGA
834
Iron Gate Global Advisors
Utah
$297K +$284K +2,300 New
BPFA
835
Barnes Pettey Financial Advisors
Mississippi
$296K +$9.14K +74 +3%
SHWM
836
Smith & Howard Wealth Management
Georgia
$295K -$163K -1,318 -36%
FCA
837
Fortis Capital Advisors
Kansas
$294K +$291K +2,353 New
KIA
838
Kraematon Investment Advisors
Massachusetts
$294K -$14.3K -116 -5%
CCB
839
Cutter & Co Brokerage
Missouri
$294K +$741 +6 +0.3%
FFG
840
Ford Financial Group
California
$293K +$2.1K +17 +0.7%
RWP
841
RWA Wealth Partners
Massachusetts
$292K -$19.5K -158 -7%
FB
842
Fulton Bank
Pennsylvania
$292K – – –
ONSWM
843
Old North State Wealth Management
North Carolina
$291K +$2.1K +17 +0.7%
WA
844
Wealthstream Advisors
New York
$289K +$285K +2,310 New
B
845
Bensler
Washington
$289K +$22.2K +180 +8%
CFB
846
Cullen/Frost Bankers
Texas
$288K – – –
SIC
847
Salem Investment Counselors
North Carolina
$288K – – –
GC
848
Gratus Capital
Georgia
$288K -$13.2K -107 -4%
RCA
849
Ranch Capital Advisors
Florida
$286K -$1.85K -15 -0.7%
CFCI
850
Comprehensive Financial Consultants Institutional
Indiana
$285K -$1.61K -13 -0.6%
32 33
34
35 36