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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
ML
826
Mayport LLC
Massachusetts
$289K – – –
NFP
827
Narus Financial Partners
Utah
$289K – – –
SW
828
SkyOak Wealth
Michigan
$288K +$24.5K +195 +10%
CCT
829
Chemung Canal Trust
New York
$287K – – –
PW
830
Peninsula Wealth
California
$282K – – –
BTI
831
Blue Trust Inc
Georgia
$282K +$24.3K +194 +10%
WKWM
832
Walter & Keenan Wealth Management
Indiana
$279K – – –
KPWG
833
KFA Private Wealth Group
Virginia
$278K +$265K +2,115 New
TF
834
Tompkins Financial
New York
$276K +$28.1K +224 +12%
WBCM
835
Wilson & Boucher Capital Management
California
$276K – – –
DWP
836
Daymark Wealth Partners
Ohio
$275K +$263K +2,095 New
BIAS
837
Beacon Investment Advisory Services
New Jersey
$274K -$10.8K -86 -4%
JWCA
838
J.W. Coons Advisors
Ohio
$274K – – –
CT
839
Colonial Trust
South Carolina
$272K -$134K -1,070 -34%
FA
840
Fagan Associates
New York
$272K +$251 +2 +0.1%
BWP
841
BSW Wealth Partners
Colorado
$272K +$260K +2,069 New
KIG
842
Kowal Investment Group
Wisconsin
$271K +$2.26K +18 +0.9%
FB
843
Fulton Bank
Pennsylvania
$270K -$1.25K -10 -0.5%
GAG
844
GM Advisory Group
New York
$268K – – –
CGA
845
Crescent Grove Advisors
Illinois
$268K -$24.8K -198 -9%
GI
846
GAMCO Investors
Connecticut
$267K – – –
BCM
847
Becker Capital Management
Oregon
$267K – – –
KOMWMG
848
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$267K -$148K -1,177 -37%
TA
849
TFB Advisors
Kansas
$266K +$262K +2,090 New
BP
850
Ballentine Partners
Massachusetts
$266K -$18.8K -150 -7%
32 33
34
35 36