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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
976
Trilogy Capital
California
$238K +$4.02K +27 +2%
RIL
977
Rothschild Investment LLC
Illinois
$237K – – –
CA
978
Carson Advisory
Georgia
$237K -$36.2K -243 -13%
CA
979
Calton & Associates
Florida
$237K -$80K -537 -25%
QCG
980
Quadrant Capital Group
Ohio
$236K – – –
FCP
981
Fidelis Capital Partners
Florida
$236K – – –
SWM
982
SHP Wealth Management
Massachusetts
$235K -$3.43K -23 -1%
FFWM
983
Future Financial Wealth Management
Ohio
$235K – – –
CFFP
984
Center for Financial Planning
Michigan
$234K – – –
SIC
985
Shoker Investment Counsel
Ohio
$234K +$447 +3 +0.2%
BAG
986
Bridgewealth Advisory Group
California
$234K – – –
CIA
987
Caerus Investment Advisors
Texas
$234K – – –
FFA
988
First Foundation Advisors
California
$234K – – –
SWA
989
Strata Wealth Advisors
Texas
$234K – – –
RBWA
990
RFG - Bristol Wealth Advisors
Massachusetts
$232K +$12.5K +84 +6%
BC
991
Brio Consultants
California
$232K +$447 +3 +0.2%
KDA
992
Kraft Davis & Associates
Missouri
$229K – – –
AAM
993
Augustine Asset Management
Florida
$228K – – –
KA
994
KLCM Advisors
Wisconsin
$228K – – –
TW
995
TritonPoint Wealth
Maryland
$226K – – –
DE
996
Diversified Enterprises
Delaware
$226K – – –
FA
997
Financial Alternatives
California
$226K – – –
CSF
998
Capital Squared Financial
Maryland
$226K -$129K -865 -36%
WCAMG
999
Woodard & Company Asset Management Group
North Carolina
$223K -$14.9K -100 -6%
COCM
1000
Charter Oak Capital Management
New Hampshire
$221K – – –
38 39
40
41 42