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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
851
McDonough Capital Management
Florida
$286K +$1.67K +12 +0.6%
GI
852
GAMCO Investors
Connecticut
$285K – – –
KOMWMG
853
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$284K -$12.3K -88 -4%
KPWG
854
KFA Private Wealth Group
Virginia
$282K +$10.9K +78 +4%
EWM
855
EPG Wealth Management
Georgia
$282K – – –
BCM
856
Becker Capital Management
Oregon
$281K – – –
LWL
857
Leo Wealth LLC
Texas
$281K -$23.3K -167 -8%
VT
858
Vise Technologies
New York
$281K -$21.1K -151 -7%
OIA
859
Optimum Investment Advisors
Illinois
$281K – – –
TIM
860
Thompson Investment Management
Wisconsin
$280K – – –
EIA
861
Edgemoor Investment Advisors
Maryland
$280K +$279K +2,000 New
LA
862
LM Advisors
California
$280K – – –
TIA
863
Traphagen Investment Advisors
New Jersey
$280K – – –
FLI
864
Family Legacy Inc
South Carolina
$279K -$9.21K -66 -3%
EA
865
Ellsworth Advisors
Ohio
$279K +$279K +2,000 New
AWE
866
Avidian Wealth Enterprises
Texas
$279K +$697 +5 +0.3%
CIAS
867
CBIZ Investment Advisory Services
Ohio
$277K – – –
HIA
868
HTG Investment Advisors
Connecticut
$276K -$181K -1,295 -40%
PL
869
Plancorp LLC
Missouri
$273K +$1.67K +12 +0.6%
CFO
870
Collective Family Office
Pennsylvania
$273K – – –
HR
871
Howe & Rusling
New York
$272K +$558 +4 +0.2%
TLA
872
Tanglewood Legacy Advisors
Texas
$272K – – –
B
873
Bailard
California
$272K -$12.1K -87 -4%
CPP
874
Capasso Planning Partners
South Carolina
$270K -$2.93K -21 -1%
FAM
875
Formidable Asset Management
Ohio
$270K – – –
33 34
35
36 37