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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
851
Monterey Private Wealth
California
$283K +$47.7K +386 +21%
RWB
852
RMR Wealth Builders
New Jersey
$282K +$988 +8 +0.4%
MIM
853
MTM Investment Management
South Carolina
$281K -$18.6K -151 -6%
JFG
854
JMG Financial Group
Illinois
$280K +$52K +421 +23%
CBFP
855
Cedar Brook Financial Partners
Ohio
$279K -$8.52K -69 -3%
HWMA
856
Heritage Wealth Management (Arizona)
Arizona
$276K +$235K +1,905 +625%
BCP
857
Berkeley Capital Partners
Georgia
$276K -$4.08K -33 -1%
HCM
858
Hall Capital Management
Rhode Island
$275K – – –
NFP
859
Narus Financial Partners
Utah
$275K – – –
EWM
860
Evercore Wealth Management
New York
$274K – – –
PW
861
Peninsula Wealth
California
$269K – – –
LWA
862
LWS Wealth Advisors
New Jersey
$268K +$865 +7 +0.3%
TW
863
TrinityPoint Wealth
Connecticut
$268K +$1.48K +12 +0.6%
RF
864
Resolute Financial
Massachusetts
$267K -$141K -1,138 -35%
MCA
865
Magnolia Capital Advisors
Mississippi
$267K – – –
FIB
866
First Interstate Bank
Montana
$266K – – –
CHC
867
City Holding Co
West Virginia
$265K -$618 -5 -0.2%
PAMG
868
Patton Albertson Miller Group
Tennessee
$265K -$30.9K -250 -11%
WBCM
869
Wilson & Boucher Capital Management
California
$263K – – –
BIAS
870
Beacon Investment Advisory Services
New Jersey
$261K – – –
JWCA
871
J.W. Coons Advisors
Ohio
$261K -$371K -3,000 -59%
OIA
872
Optimum Investment Advisors
Illinois
$261K -$27K -219 -10%
FA
873
Fagan Associates
New York
$259K +$247 +2 +0.1%
BAAM
874
Baker Avenue Asset Management
California
$259K -$37.9K -307 -13%
ACM
875
Allred Capital Management
Texas
$257K +$371 +3 +0.1%
33 34
35
36 37