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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
901
Windsor Wealth Management
Indiana
$235K +$226K +1,833 New
EFG
902
Everhart Financial Group
Ohio
$235K +$46.3K +375 +17%
TAM
903
Townsend Asset Management
North Carolina
$235K +$43.7K +354 +23%
LCM
904
LVM Capital Management
Michigan
$233K – – –
TLA
905
Tanglewood Legacy Advisors
Texas
$231K +$228K +1,850 New
BSB
906
Bangor Savings Bank
Maine
$231K -$618 -5 -0.3%
BHPW
907
Beverly Hills Private Wealth
California
$230K +$227K +1,838 New
WIM
908
Warwick Investment Management
Texas
$229K +$226K +1,832 New
BFA
909
Beacon Financial Advisory
Ohio
$228K -$37.1K -300 -14%
WTA
910
Washington Trust Advisors
Massachusetts
$228K – – –
WFA
911
WestHill Financial Advisors
California
$228K – – –
QCG
912
Quadrant Capital Group
Ohio
$228K – – –
QWM
913
Quaker Wealth Management
New Jersey
$227K – – –
PL
914
Plancorp LLC
Missouri
$227K +$1.61K +13 +0.7%
CCM
915
Condor Capital Management
New Jersey
$227K – – –
RA
916
Riverstone Advisors
Texas
$226K – – –
AWA
917
Amplius Wealth Advisors
Pennsylvania
$225K -$8.03K -65 -3%
WAS
918
Wealth Advisory Solutions
Indiana
$224K +$221K +1,792 New
RDWM
919
Red Door Wealth Management
Tennessee
$224K +$221K +1,789 New
RCA
920
Resonant Capital Advisors
Wisconsin
$219K +$216K +1,750 New
AWE
921
Avidian Wealth Enterprises
Texas
$219K +$216K +1,747 New
AWM
922
Avior Wealth Management
Nebraska
$218K -$11.7K -95 -5%
KAH
923
Kathryn A. Hall
$218K +$215K +1,743 New
NL
924
NVWM LLC
Pennsylvania
$218K -$6.79K -55 -3%
NFSG
925
Newbridge Financial Services Group
Florida
$217K +$97.9K +793 +84%
35 36
37
38 39