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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
826
Caldwell Trust
Florida
$298K – – –
CCT
827
Chemung Canal Trust
New York
$296K – – –
CA
828
Carson Advisory
Georgia
$296K – – –
LWL
829
Leo Wealth LLC
Texas
$295K +$22.7K +171 +9%
NSG
830
Nalls Sherbakoff Group
Tennessee
$295K – – –
IDA
831
Intelligence Driven Advisers
California
$294K +$1.99K +15 +0.7%
VT
832
Vise Technologies
New York
$293K +$286K +2,156 New
JFG
833
JMG Financial Group
Illinois
$292K – – –
QCM
834
QRG Capital Management
Illinois
$292K +$29K +219 +11%
FCA
835
Fortis Capital Advisors
Kansas
$291K -$63K -475 -18%
CSIC
836
Clifford Swan Investment Counsel
California
$290K -$13.3K -100 -4%
JHCP
837
Jackson Hole Capital Partners
Oklahoma
$289K +$133 +1 +0%
RBWA
838
RFG - Bristol Wealth Advisors
Massachusetts
$289K +$928 +7 +0.3%
FFS
839
Founders Financial Securities
Maryland
$288K -$27.2K -205 -9%
CAM
840
Covenant Asset Management
New Jersey
$288K – – –
KOMWMG
841
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$287K +$133 +1 +0%
CT
842
Colonial Trust
South Carolina
$286K +$201K +1,518 +257%
BFIM
843
Beese Fulmer Investment Management
Ohio
$284K +$39.8K +300 +17%
JWCA
844
J.W. Coons Advisors
Ohio
$283K – – –
PGAM
845
Princeton Global Asset Management
New Jersey
$283K +$59.8K +451 +28%
PWMG
846
Pinnacle Wealth Management Group
Michigan
$282K +$265 +2 +0.1%
VCP
847
Vista Capital Partners
Oregon
$282K – – –
BA
848
Baugh & Associates
Georgia
$281K -$26.9K -203 -9%
FA
849
Fagan Associates
New York
$280K -$21.7K -164 -7%
AFA
850
Avant Financial Advisors
Texas
$280K – – –
32 33
34
35 36