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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
WB
901
Webster Bank
Connecticut
$65K – – –
ZB
902
Zions Bancorporation
Utah
$65K – – –
WPWM
903
Western Pacific Wealth Management
Illinois
$63K +$61.6K +495 New
LFG
904
Larson Financial Group
Missouri
$62K – – –
CSWM
905
Cassady Schiller Wealth Management
Ohio
$62K +$59.4K +477 New
BW
906
Bison Wealth
Georgia
$61K -$252K -2,022 -81%
MSFP
907
Mark Sheptoff Financial Planning
Connecticut
$61K – – –
AIM
908
Arcadia Investment Management
Michigan
$58K – – –
NSB
909
Norway Savings Bank
Maine
$54K – – –
KPCM
910
Kings Point Capital Management
New York
$53K – – –
AWM
911
Accel Wealth Management
Iowa
$52K – – –
TSWM
912
Tyler-Stone Wealth Management
Ohio
$51K +$48.9K +393 New
AWA
913
Aquire Wealth Advisors
Utah
$51K +$49.4K +397 New
BFO
914
Biltmore Family Office
North Carolina
$50K – – –
MRC
915
Millburn Ridgefield Corp
New York
$49K -$128K -1,031 -73%
GAM
916
Gemmer Asset Management
California
$48K – – –
FCMT
917
Founders Capital Management (Texas)
Texas
$46K -$15.6K -125 -26%
RWA
918
RGT Wealth Advisors
Texas
$46K +$44.7K +359 New
BCM
919
Bourgeon Capital Management
Connecticut
$45K – – –
FAG
920
Fortitude Advisory Group
Washington
$45K +$43.6K +350 New
BCM
921
Blume Capital Management
California
$44K – – –
CSB
922
City State Bank
Iowa
$44K +$42.1K +338 New
RA
923
Rise Advisors
New York
$43.2K +$41.7K +335 New
RI
924
Rinkey Investments
California
$43K +$41.3K +332 New
OC
925
Oakworth Capital
Alabama
$40K – – –
35 36
37
38 39