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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
851
Resonant Capital Advisors
Wisconsin
$208K – – –
SFP
852
Sterling Financial Planning
New Jersey
$208K +$374 +3 +0.2%
BMCM
853
Bryn Mawr Capital Management
Pennsylvania
$206K +$216K +1,736 New
BB
854
Busey Bank
Illinois
$205K – – –
EP
855
EPIQ Partners
Minnesota
$205K – – –
FFWM
856
Future Financial Wealth Management
Ohio
$205K – – –
RC
857
Roundview Capital
New Jersey
$205K – – –
AWE
858
Avidian Wealth Enterprises
Texas
$204K +$125 +1 +0.1%
CAM
859
Crestone Asset Management
Colorado
$203K – – –
AAS
860
Annex Advisory Services
Wisconsin
$202K -$8.85K -71 -4%
APWM
861
Atlas Private Wealth Management
New York
$202K – – –
ORC
862
O'Rourke & Company
Massachusetts
$202K – – –
WCAMG
863
Woodard & Company Asset Management Group
North Carolina
$202K – – –
BFC
864
Bedel Financial Consulting
Indiana
$202K +$374 +3 +0.2%
APWA
865
Atlas Private Wealth Advisors
New Jersey
$202K +$2.49K +20 +1%
BOPW
866
Brandywine Oak Private Wealth
Pennsylvania
$202K +$212K +1,703 New
SIA
867
SeaBridge Investment Advisors
New Jersey
$200K – – –
KFGK
868
Keystone Financial Group (Kentucky)
Kentucky
$200K +$3.87K +31 +2%
WT
869
Washington Trust
Rhode Island
$198K – – –
NSIM
870
North Star Investment Management
Illinois
$197K – – –
AWM
871
Avior Wealth Management
Nebraska
$196K -$13.1K -105 -6%
CFFP
872
Center for Financial Planning
Michigan
$186K – – –
WWM
873
Wolff Wiese Magana
California
$185K +$97K +778 +99%
GFP
874
Gryphon Financial Partners
Ohio
$185K +$194K +1,555 New
CHC
875
City Holding Co
West Virginia
$182K -$1.25K -10 -0.6%
33 34
35
36 37