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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
851
Alterity Financial Group
Maine
$217K – – –
PWA
852
PCG Wealth Advisors
Kansas
$215K +$237K +1,923 New
HL
853
HeadInvest LLC
Maine
$215K +$237K +1,925 New
CBTWT
854
Community Bank & Trust (Waco, Texas)
Texas
$214K – – –
FLI
855
Family Legacy Inc
South Carolina
$214K +$237K +1,922 New
BFIM
856
Beese Fulmer Investment Management
Ohio
$213K +$123 +1 +0.1%
MPW
857
Monterey Private Wealth
California
$212K -$55.1K -447 -19%
AAMC
858
Asset Allocation & Management Company
Illinois
$212K – – –
SFG
859
Sovereign Financial Group
Connecticut
$210K – – –
SLWA
860
San Luis Wealth Advisors
California
$210K +$232K +1,881 New
IDBONY
861
Israel Discount Bank of New York
New York
$209K – – –
BFC
862
Bedel Financial Consulting
Indiana
$209K +$370 +3 +0.2%
AWA
863
Amplius Wealth Advisors
Pennsylvania
$208K – – –
LCM
864
LVM Capital Management
Michigan
$208K – – –
TI
865
Truepoint Inc
Ohio
$208K +$13.8K +112 +6%
BSB
866
Bangor Savings Bank
Maine
$206K – – –
AWM
867
Avior Wealth Management
Nebraska
$205K +$22.5K +183 +11%
TWM
868
Thrive Wealth Management
Pennsylvania
$204K +$225K +1,825 New
QCG
869
Quadrant Capital Group
Ohio
$203K -$51.4K -417 -19%
JFG
870
JMG Financial Group
Illinois
$203K – – –
WTA
871
Washington Trust Advisors
Massachusetts
$203K – – –
WFA
872
WestHill Financial Advisors
California
$203K – – –
CCM
873
Condor Capital Management
New Jersey
$202K – – –
QWM
874
Quaker Wealth Management
New Jersey
$202K – – –
PL
875
Plancorp LLC
Missouri
$201K -$35.5K -288 -14%
33 34
35
36 37