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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
851
Elmwood Wealth Management
California
$170K +$164K +1,314 New
VCM
852
Versant Capital Management
Arizona
$167K – – –
TWA
853
TCI Wealth Advisors
Arizona
$164K +$21.8K +175 +16%
SC
854
SouthState Corp
Florida
$159K – – –
IRAG
855
Investment Research & Advisory Group
Georgia
$158K – – –
HDIM
856
Hanson & Doremus Investment Management
Vermont
$156K +$996 +8 +0.7%
PO
857
Private Ocean
California
$151K – – –
JWBC
858
John W. Brooker & Co
California
$151K +$124 +1 +0.1%
BWM
859
BerganKDV Wealth Management
Minnesota
$144K – – –
CNBTD
860
Citizens National Bank Trust Department
Mississippi
$143K +$137K +1,104 New
CIA
861
Choate Investment Advisors
Massachusetts
$140K – – –
NFSG
862
Newbridge Financial Services Group
Florida
$134K +$26.8K +215 +26%
RE
863
RBC Europe
United Kingdom
$132K -$87.7K -705 -41%
PWM
864
Provident Wealth Management
Tennessee
$131K – – –
CWC
865
Carolinas Wealth Consulting
North Carolina
$130K -$32.9K -264 -21%
TIM
866
Tortoise Investment Management
New York
$124K – – –
PPWM
867
PFG Private Wealth Management
Florida
$123K – – –
FMTCOCP
868
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$121K – – –
TF
869
TimeScale Financial
Massachusetts
$119K -$3.73K -30 -3%
PFGIA
870
Patriot Financial Group Insurance Agency
Massachusetts
$118K -$24.8K -199 -18%
IWP
871
IAG Wealth Partners
Wisconsin
$118K – – –
CFD
872
Creative Financial Designs
Indiana
$115K -$747 -6 -0.7%
RG
873
Retirement Group
California
$114K +$373 +3 +0.3%
BWA
874
BDO Wealth Advisors
Florida
$112K – – –
DAM
875
Delta Asset Management
Tennessee
$112K – – –
33 34
35
36 37