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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
876
Insigneo Advisory Services
Florida
$251K -$30.1K -256 -11%
BCP
877
Berkeley Capital Partners
Georgia
$251K -$18.8K -160 -7%
SW
878
SkyOak Wealth
Michigan
$250K -$91K -775 -28%
LA
879
LM Advisors
California
$250K +$235K +2,000 New
PL
880
Plancorp LLC
Missouri
$249K +$16.8K +143 +8%
B
881
Bridgeworth
Alabama
$247K – – –
PCH
882
PGIM Custom Harvest
New Jersey
$247K +$232K +1,974 New
MCM
883
McDonough Capital Management
Florida
$246K +$1.76K +15 +0.8%
BFA
884
Beacon Financial Advisory
Ohio
$246K +$231K +1,970 New
ONSWM
885
Old North State Wealth Management
North Carolina
$246K +$231K +1,967 New
CFO
886
Collective Family Office
Pennsylvania
$243K – – –
BC
887
Brio Consultants
California
$243K -$11.6K -99 -5%
EWS
888
Evergreen Wealth Solutions
Pennsylvania
$243K +$228K +1,943 New
BC
889
Burney Company
Virginia
$242K -$117 -1 -0.1%
PAI
890
Pittenger & Anderson Inc
Nebraska
$241K +$226K +1,928 New
CBTWT
891
Community Bank & Trust (Waco, Texas)
Texas
$240K – – –
GLR
892
Great Lakes Retirement
Ohio
$240K +$225K +1,918 New
BFIM
893
Beese Fulmer Investment Management
Ohio
$239K +$117 +1 +0.1%
AFG
894
Alterity Financial Group
Maine
$238K – – –
EW
895
Element Wealth
Mississippi
$238K +$31.6K +269 +16%
AAMC
896
Asset Allocation & Management Company
Illinois
$238K – – –
NIWA
897
New Insight Wealth Advisors
California
$237K +$223K +1,900 New
WF
898
WoodTrust Financial
Wisconsin
$237K – – –
CBA
899
Coastal Bridge Advisors
Connecticut
$237K – – –
LWM
900
Laidlaw Wealth Management
New York
$235K – – –
34 35
36
37 38