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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
851
Optimum Investment Advisors
Illinois
$266K -$4.39K -35 -2%
LA
852
LM Advisors
California
$262K – – –
GI
853
Gradient Investments
Minnesota
$262K -$94.1K -750 -27%
GWM
854
Greenwich Wealth Management
Connecticut
$261K -$33.6K -268 -12%
MCM
855
McDonough Capital Management
Florida
$260K +$1.25K +10 +0.5%
VVP
856
Venture Visionary Partners
Ohio
$259K -$26.5K -211 -10%
ACM
857
Allred Capital Management
Texas
$259K -$376K -2,999 -60%
ESB
858
Essex Savings Bank
Connecticut
$259K – – –
SFC
859
Strategic Financial Concepts
Texas
$258K +$246K +1,963 New
CFO
860
Collective Family Office
Pennsylvania
$256K – – –
TCBWMS
861
Texas Capital Bank Wealth Management Services
Texas
$255K +$244K +1,946 New
FA
862
Fiduciary Alliance
South Carolina
$254K -$124K -985 -34%
ONSWM
863
Old North State Wealth Management
North Carolina
$253K -$5.14K -41 -2%
PAI
864
Pittenger & Anderson Inc
Nebraska
$253K – – –
CBTWT
865
Community Bank & Trust (Waco, Texas)
Texas
$252K – – –
BAAM
866
Baker Avenue Asset Management
California
$252K -$28.1K -224 -10%
IAS
867
Insigneo Advisory Services
Florida
$252K -$11.4K -91 -5%
GLR
868
Great Lakes Retirement
Ohio
$252K – – –
EW
869
Element Wealth
Mississippi
$250K – – –
HCM
870
Hall Capital Management
Rhode Island
$249K -$37.6K -300 -14%
CBA
871
Coastal Bridge Advisors
Connecticut
$249K – – –
NIWA
872
New Insight Wealth Advisors
California
$249K -$753 -6 -0.3%
SCA
873
Stonebridge Capital Advisors
Minnesota
$248K -$28.9K -230 -11%
MPW
874
Monterey Private Wealth
California
$247K -$38.5K -307 -14%
CA
875
CGN Advisors
Kansas
$246K – – –
33 34
35
36 37