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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGSD
851
Compass Financial Group (South Dakota)
South Dakota
$252K -$49.2K -382 -16%
MFGM
852
Marshall Financial Group (Maryland)
Maryland
$251K +$254K +1,971 New
CFO
853
Collective Family Office
Pennsylvania
$248K – – –
ESB
854
Essex Savings Bank
Connecticut
$248K -$15.6K -121 -6%
IBOK
855
Independence Bank of Kentucky
Kentucky
$247K +$19.5K +151 +8%
PAI
856
Pittenger & Anderson Inc
Nebraska
$245K – – –
CBTWT
857
Community Bank & Trust (Waco, Texas)
Texas
$244K – – –
GLR
858
Great Lakes Retirement
Ohio
$244K – – –
VT
859
Vise Technologies
New York
$243K +$246K +1,911 New
PIM
860
Penobscot Investment Management
Massachusetts
$243K -$42.1K -327 -15%
EW
861
Element Wealth
Mississippi
$243K – – –
FA
862
Fiduciary Alliance
South Carolina
$242K -$3.48K -27 -1%
HCM
863
Hall Capital Management
Rhode Island
$242K – – –
CBA
864
Coastal Bridge Advisors
Connecticut
$241K – – –
WF
865
WoodTrust Financial
Wisconsin
$241K +$244K +1,894 New
NIWA
866
New Insight Wealth Advisors
California
$241K -$258 -2 -0.1%
PL
867
Plancorp LLC
Missouri
$240K +$1.68K +13 +0.7%
GI
868
GAMMA Investing
California
$240K +$53.7K +417 +28%
BFA
869
Beacon Financial Advisory
Ohio
$239K +$644 +5 +0.3%
ONSWM
870
Old North State Wealth Management
North Carolina
$236K -$9.28K -72 -4%
VVP
871
Venture Visionary Partners
Ohio
$236K -$15.5K -120 -6%
RB
872
Rodgers Brothers
Pennsylvania
$235K – – –
TLA
873
Tanglewood Legacy Advisors
Texas
$235K – – –
BCP
874
Berkeley Capital Partners
Georgia
$235K -$1.93K -15 -0.8%
GGI
875
Godsey & Gibb Inc
Virginia
$234K +$1.03K +8 +0.4%
33 34
35
36 37