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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
901
Thompson Investment Management
Wisconsin
$278K – – –
TIA
902
Traphagen Investment Advisors
New Jersey
$278K – – –
CT
903
Caldwell Trust
Florida
$278K -$28.1K -202 -9%
FLI
904
Family Legacy Inc
South Carolina
$278K – – –
AWE
905
Avidian Wealth Enterprises
Texas
$278K +$557 +4 +0.2%
WMWM
906
Wilkins Miller Wealth Management
Alabama
$277K -$11.5K -83 -4%
HIA
907
HTG Investment Advisors
Connecticut
$274K – – –
LKBC
908
L.K. Benson & Company
Maryland
$274K +$274K +1,968 New
PL
909
Plancorp LLC
Missouri
$273K +$1.95K +14 +0.7%
FFS
910
Founders Financial Securities
Maryland
$273K +$273K +1,963 New
HR
911
Howe & Rusling
New York
$271K +$696 +5 +0.3%
CFO
912
Collective Family Office
Pennsylvania
$271K – – –
TLA
913
Tanglewood Legacy Advisors
Texas
$270K – – –
CWM
914
Core Wealth Management
Florida
$270K -$50.2K -361 -16%
ONSWM
915
Old North State Wealth Management
North Carolina
$269K +$2.23K +16 +0.8%
CPWL
916
Coquina Private Wealth LLC
Florida
$269K +$269K +1,933 New
SPWM
917
Straight Path Wealth Management
Michigan
$269K +$269K +1,933 New
LWM
918
LongView Wealth Management
Georgia
$268K +$53.4K +384 +26%
CBTWT
919
Community Bank & Trust (Waco, Texas)
Texas
$267K – – –
FF
920
Friday Financial
Iowa
$265K – – –
BA
921
Baugh & Associates
Georgia
$264K -$32.7K -235 -11%
HCM
922
Hall Capital Management
Rhode Island
$264K – – –
FG
923
Fiduciary Group
Georgia
$264K – – –
ESB
924
Essex Savings Bank
Connecticut
$264K +$278 +2 +0.1%
WF
925
WoodTrust Financial
Wisconsin
$264K – – –
35 36
37
38 39