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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1001
Ballast Advisors
Minnesota
$96.2K – – –
FFA
1002
Farther Finance Advisors
California
$94.2K +$93K +753 New
VC
1003
Vestor Capital
Illinois
$94K – – –
TSWM
1004
Tyler-Stone Wealth Management
Ohio
$90K – – –
DAM
1005
Delta Asset Management
Tennessee
$89.3K +$88.2K +714 New
TWM
1006
Tradition Wealth Management
Minnesota
$88K – – –
GA
1007
GoalVest Advisory
New York
$85.7K – – –
AWM
1008
Abound Wealth Management
Tennessee
$85.2K +$124 +1 +0.1%
AA
1009
Addison Advisors
Vermont
$82.6K – – –
FIM
1010
FWL Investment Management
Texas
$79.2K +$78.2K +633 New
TAM
1011
Tucker Asset Management
Colorado
$79K – – –
CT
1012
Colonial Trust
South Carolina
$78.1K +$77.1K +624 New
AWM
1013
Accel Wealth Management
Iowa
$77.7K +$1.73K +14 +2%
MPWT
1014
MassMutual Private Wealth & Trust
Connecticut
$76K +$28.4K +230 +61%
JFGIW
1015
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$75.1K -$7.66K -62 -9%
BCA
1016
Bray Capital Advisors
Florida
$75.1K – – –
OA
1017
Operose Advisors
Wisconsin
$75.1K – – –
MAWA
1018
Moss Adams Wealth Advisors
Washington
$74.4K +$73.5K +595 New
GBT
1019
Grove Bank & Trust
Florida
$73K +$71.9K +582 New
MWC
1020
MBM Wealth Consultants
Missouri
$72K -$618 -5 -0.9%
PB
1021
Pinnacle Bancorp
Nebraska
$72K – – –
BHWM
1022
Beaird Harris Wealth Management
Texas
$70.3K – – –
CG
1023
Cutler Group
California
$69K +$68.4K +554 New
SC
1024
Stephens Consulting
Michigan
$67.7K -$16.2K -131 -19%
CWM
1025
Compass Wealth Management
Connecticut
$66.3K +$65.5K +530 New
39 40
41
42 43