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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
RMC
1001
Resources Management Corp
Connecticut
$79K +$75.3K +600 New
BCA
1002
Bray Capital Advisors
Florida
$78.7K – – –
JFGIW
1003
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$78.7K – – –
TCPG
1004
Trivant Custom Portfolio Group
California
$78.7K – – –
AW
1005
Avion Wealth
Texas
$78K – – –
GBT
1006
Grove Bank & Trust
Florida
$76.4K – – –
BHWM
1007
Beaird Harris Wealth Management
Texas
$73.8K – – –
CWM
1008
Compass Wealth Management
Connecticut
$69.6K – – –
PSB
1009
Piscataqua Savings Bank
New Hampshire
$67.6K – – –
VL
1010
Vima LLC
Michigan
$67.5K +$5.27K +42 +8%
RG
1011
Retirement Group
California
$66.8K -$8.53K -68 -12%
PA
1012
Pineridge Advisors
Missouri
$66.4K – – –
AIM
1013
Arcadia Investment Management
Michigan
$66.4K – – –
TCA
1014
Trifecta Capital Advisors
Illinois
$65.6K – – –
GWSG
1015
GPS Wealth Strategies Group
Colorado
$64.3K +$21K +167 +52%
CP
1016
Castleview Partners
Texas
$63.4K +$251 +2 +0.4%
CSWM
1017
Cassady Schiller Wealth Management
Ohio
$62.6K – – –
CT
1018
Clearstead Trust
Maine
$62.3K – – –
MSFP
1019
Mark Sheptoff Financial Planning
Connecticut
$62.3K – – –
FFA
1020
Farther Finance Advisors
California
$61.8K -$62.2K -496 -51%
TCM
1021
TruNorth Capital Management
Michigan
$60.6K +$58K +462 New
EDRH
1022
Edmond de Rothschild Holding
Switzerland
$59.1K -$43.9K -350 -44%
MWM
1023
MGB Wealth Management
Texas
$58.4K – – –
AA
1024
Addison Advisors
Vermont
$58.1K -$9.41K -75 -14%
TAM
1025
Tucker Asset Management
Colorado
$57.4K -$10.4K -83 -16%
39 40
41
42 43