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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
851
Formidable Asset Management
Ohio
$253K +$20.4K +158 +9%
CFGSD
852
Compass Financial Group (South Dakota)
South Dakota
$252K -$49.2K -382 -16%
MFGM
853
Marshall Financial Group (Maryland)
Maryland
$251K +$254K +1,971 New
CFO
854
Collective Family Office
Pennsylvania
$248K – – –
ESB
855
Essex Savings Bank
Connecticut
$248K -$15.6K -121 -6%
IBOK
856
Independence Bank of Kentucky
Kentucky
$247K +$19.5K +151 +8%
PAI
857
Pittenger & Anderson Inc
Nebraska
$245K – – –
CBTWT
858
Community Bank & Trust (Waco, Texas)
Texas
$244K – – –
GLR
859
Great Lakes Retirement
Ohio
$244K – – –
VT
860
Vise Technologies
New York
$243K +$246K +1,911 New
PIM
861
Penobscot Investment Management
Massachusetts
$243K -$42.1K -327 -15%
EW
862
Element Wealth
Mississippi
$243K – – –
FA
863
Fiduciary Alliance
South Carolina
$242K -$3.48K -27 -1%
HCM
864
Hall Capital Management
Rhode Island
$242K – – –
CBA
865
Coastal Bridge Advisors
Connecticut
$241K – – –
WF
866
WoodTrust Financial
Wisconsin
$241K +$244K +1,894 New
NIWA
867
New Insight Wealth Advisors
California
$241K -$258 -2 -0.1%
PL
868
Plancorp LLC
Missouri
$240K +$1.68K +13 +0.7%
GI
869
GAMMA Investing
California
$240K +$53.7K +417 +28%
BFA
870
Beacon Financial Advisory
Ohio
$239K +$644 +5 +0.3%
ONSWM
871
Old North State Wealth Management
North Carolina
$236K -$9.28K -72 -4%
VVP
872
Venture Visionary Partners
Ohio
$236K -$15.5K -120 -6%
RB
873
Rodgers Brothers
Pennsylvania
$235K – – –
TLA
874
Tanglewood Legacy Advisors
Texas
$235K – – –
BCP
875
Berkeley Capital Partners
Georgia
$235K -$1.93K -15 -0.8%
33 34
35
36 37