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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
1001
Beaird Harris Wealth Management
Texas
$69.5K – – –
CSC
1002
Caldwell Sutter Capital
California
$68.7K +$69.8K +555 New
SC
1003
Stephens Consulting
Michigan
$67.4K +$503 +4 +0.7%
CWM
1004
Compass Wealth Management
Connecticut
$65.6K – – –
AA
1005
Addison Advisors
Vermont
$64.1K -$17.9K -142 -22%
HIA
1006
Harbor Investment Advisory
Maryland
$64.1K – – –
AW
1007
Avion Wealth
Texas
$64K +$2.01K +16 +3%
PSB
1008
Piscataqua Savings Bank
New Hampshire
$63.7K – – –
AIM
1009
Arcadia Investment Management
Michigan
$62.6K +$6.67K +53 +12%
TCA
1010
Trifecta Capital Advisors
Illinois
$61.9K – – –
M
1011
MOTCO
Texas
$60K -$52.2K -415 -46%
CSWM
1012
Cassady Schiller Wealth Management
Ohio
$59K – – –
MSFP
1013
Mark Sheptoff Financial Planning
Connecticut
$58.8K – – –
CT
1014
Clearstead Trust
Maine
$58.8K +$59.8K +475 New
MFA
1015
Morling Financial Advisors
California
$58.6K +$126 +1 +0.2%
BCMLT
1016
Beacon Capital Management LLC (Tennessee)
Tennessee
$56.3K – – –
BCM
1017
Bourgeon Capital Management
Connecticut
$53.9K – – –
MHR
1018
Matthew Hamilton Rosenberg
$53.6K – – –
GWANC
1019
Guardian Wealth Advisors (North Carolina)
North Carolina
$50.2K – – –
BFO
1020
Biltmore Family Office
North Carolina
$47.6K – – –
FAM
1021
Family Asset Management
South Carolina
$47.3K +$44.4K +353 +1,217%
PP
1022
PrairieView Partners
Minnesota
$46K – – –
AA
1023
AlphaMark Advisors
Kentucky
$45K – – –
CJL
1024
Cyrus J. Lawrence
New York
$45K – – –
FCMT
1025
Founders Capital Management (Texas)
Texas
$45K – – –
39 40
41
42 43