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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
851
J.W. Coons Advisors
Ohio
$283K – – –
VVP
852
Venture Visionary Partners
Ohio
$282K +$4.71K +35 +2%
PWMG
853
Pinnacle Wealth Management Group
Michigan
$282K +$279K +2,078 New
VCP
854
Vista Capital Partners
Oregon
$282K – – –
RIG
855
RiverFront Investment Group
Virginia
$280K +$5.38K +40 +2%
AFA
856
Avant Financial Advisors
Texas
$280K – – –
SFC
857
Strategic Financial Concepts
Texas
$279K -$13.2K -98 -5%
TWM
858
Thrive Wealth Management
Pennsylvania
$278K -$21K -156 -7%
CWMK
859
Caliber Wealth Management (Kansas)
Kansas
$278K +$275K +2,047 New
TSS
860
Two Sigma Securities
New York
$277K +$275K +2,042 New
WMWM
861
Wilkins Miller Wealth Management
Alabama
$276K +$941 +7 +0.3%
GI
862
GAMCO Investors
Connecticut
$276K – – –
MCM
863
McDonough Capital Management
Florida
$275K +$1.61K +12 +0.6%
B
864
Bailard
California
$275K +$30.3K +225 +12%
TF
865
Tompkins Financial
New York
$273K – – –
BCM
866
Becker Capital Management
Oregon
$273K – – –
LA
867
LM Advisors
California
$272K – – –
OIA
868
Optimum Investment Advisors
Illinois
$272K -$2.69K -20 -1%
LWL
869
Leo Wealth LLC
Texas
$272K +$134 +1 +0%
TIM
870
Thompson Investment Management
Wisconsin
$271K – – –
TIA
871
Traphagen Investment Advisors
New Jersey
$271K +$269K +1,999 New
FAM
872
Formidable Asset Management
Ohio
$270K – – –
PFGIA
873
Patriot Financial Group Insurance Agency
Massachusetts
$269K +$267K +1,982 New
CIAS
874
CBIZ Investment Advisory Services
Ohio
$269K – – –
AWE
875
Avidian Wealth Enterprises
Texas
$268K +$48.7K +362 +22%
33 34
35
36 37