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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1001
Arcadia Investment Management
Michigan
$62K – – –
TCA
1002
Trifecta Capital Advisors
Illinois
$61.3K – – –
CT
1003
Clearstead Trust
Maine
$58.8K – – –
CSWM
1004
Cassady Schiller Wealth Management
Ohio
$58.5K – – –
MSFP
1005
Mark Sheptoff Financial Planning
Connecticut
$58.2K – – –
MFA
1006
Morling Financial Advisors
California
$58.2K +$122 +1 +0.2%
BCM
1007
Bourgeon Capital Management
Connecticut
$53.4K – – –
MHR
1008
Matthew Hamilton Rosenberg
$53.1K – – –
FAM
1009
Family Asset Management
South Carolina
$52.7K +$5.86K +48 +13%
HIA
1010
Harbor Investment Advisory
Maryland
$51.2K -$12.2K -100 -19%
GWANC
1011
Guardian Wealth Advisors (North Carolina)
North Carolina
$49.8K – – –
BFO
1012
Biltmore Family Office
North Carolina
$47.2K – – –
GWSG
1013
GPS Wealth Strategies Group
Colorado
$45.7K +$12K +98 +36%
FCMT
1014
Founders Capital Management (Texas)
Texas
$44.1K – – –
CJL
1015
Cyrus J. Lawrence
New York
$44K – – –
RA
1016
Rise Advisors
New York
$42.7K +$244 +2 +0.6%
PCM
1017
Perritt Capital Management
Illinois
$42.5K – – –
AA
1018
AlphaMark Advisors
Kentucky
$42K -$3.05K -25 -7%
CSB
1019
City State Bank
Iowa
$41K – – –
RDIA
1020
RE Dickinson Investment Advisors
Iowa
$41K – – –
AWM
1021
Aspire Wealth Management
Massachusetts
$40.2K -$65.8K -539 -62%
EWM
1022
Evermay Wealth Management
Virginia
$40K – – –
RFA
1023
Resurgent Financial Advisors
Georgia
$39.6K – – –
CPG
1024
Cornerstone Planning Group
New Jersey
$38.6K +$38.5K +315 New
AIC
1025
Archer Investment Corporation
Indiana
$38.4K +$38.2K +313 New
39 40
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42 43