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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
901
Hall Capital Management
Rhode Island
$251K +$265K +1,900 New
TLA
902
Tanglewood Legacy Advisors
Texas
$251K +$6.56K +47 +3%
CBA
903
Coastal Bridge Advisors
Connecticut
$250K – – –
WF
904
WoodTrust Financial
Wisconsin
$250K – – –
ONSWM
905
Old North State Wealth Management
North Carolina
$249K +$1.81K +13 +0.7%
WB
906
Webster Bank
Connecticut
$248K -$9.78K -70 -4%
GS
907
GWN Securities
Florida
$248K +$259K +1,853 New
PIM
908
Penobscot Investment Management
Massachusetts
$247K +$279 +2 +0.1%
BOPW
909
Brandywine Oak Private Wealth
Pennsylvania
$246K +$2.1K +15 +0.8%
RBWA
910
RFG - Bristol Wealth Advisors
Massachusetts
$246K +$260K +1,864 New
VHAM
911
Van Hulzen Asset Management
California
$245K -$4.05K -29 -2%
GGI
912
Godsey & Gibb Inc
Virginia
$245K +$1.4K +10 +0.5%
SXL
913
Summit X LLC
Missouri
$245K +$25.6K +183 +11%
WAG
914
Wallace Advisory Group
California
$245K +$559 +4 +0.2%
RB
915
Rodgers Brothers
Pennsylvania
$244K – – –
CWS
916
Cypress Wealth Services
California
$244K +$258K +1,850 New
CFGSD
917
Compass Financial Group (South Dakota)
South Dakota
$244K -$6.28K -45 -2%
OFS
918
Oldfather Financial Services
Nebraska
$243K – – –
BFA
919
Beacon Financial Advisory
Ohio
$242K -$6.28K -45 -2%
SLC
920
Second Line Capital
Louisiana
$242K -$66.1K -473 -21%
FSC
921
Full Sail Capital
Oklahoma
$241K +$255K +1,827 New
WFA
922
WestHill Financial Advisors
California
$241K – – –
WAM
923
Worth Asset Management
Texas
$240K – – –
CCM
924
Condor Capital Management
New Jersey
$240K -$1.26K -9 -0.5%
SSWM
925
Smith Salley Wealth Management
North Carolina
$239K – – –
35 36
37
38 39