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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
826
LWS Wealth Advisors
New Jersey
$249K +$1.71K +14 +0.7%
BCP
827
Berkeley Capital Partners
Georgia
$249K -$3.78K -31 -1%
MFGM
828
Marshall Financial Group (Maryland)
Maryland
$245K – – –
WKWM
829
Walter & Keenan Wealth Management
Indiana
$245K -$82.4K -675 -24%
TWM
830
Thrive Wealth Management
Pennsylvania
$242K +$8.3K +68 +3%
WBCM
831
Wilson & Boucher Capital Management
California
$242K – – –
JWCA
832
J.W. Coons Advisors
Ohio
$240K – – –
OIA
833
Optimum Investment Advisors
Illinois
$240K – – –
GSB
834
Greenfield Savings Bank
Massachusetts
$239K +$254K +2,079 New
ESB
835
Essex Savings Bank
Connecticut
$239K +$12.7K +104 +5%
PW
836
Peninsula Wealth
California
$239K – – –
AAM
837
Augustine Asset Management
Florida
$239K +$1.34K +11 +0.5%
KBC
838
Key Bridge Compliance
$238K +$253K +2,072 New
FA
839
Fagan Associates
New York
$237K +$244 +2 +0.1%
SVWAG
840
Sound View Wealth Advisors Group
Georgia
$235K +$366 +3 +0.1%
BC
841
Brio Consultants
California
$235K +$1.71K +14 +0.7%
GI
842
GAMCO Investors
Connecticut
$234K – – –
BCM
843
Becker Capital Management
Oregon
$234K – – –
BWP
844
Bernardo Wealth Planning
Pennsylvania
$232K +$14.3K +117 +6%
ML
845
Mayport LLC
Massachusetts
$230K – – –
TH
846
TCTC Holdings
Texas
$230K – – –
B
847
Bensler
Washington
$230K +$1.22K +10 +0.5%
ACM
848
Allred Capital Management
Texas
$230K -$6.96K -57 -3%
ML
849
McAdam LLC
Pennsylvania
$229K +$732 +6 +0.3%
WAM
850
Worth Asset Management
Texas
$229K – – –
32 33
34
35 36