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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1026
GoalVest Advisory
New York
$97.3K – – –
GSEP
1027
Golden State Equity Partners
California
$96.6K +$92K +680 New
DAM
1028
Delta Asset Management
Tennessee
$95K – – –
RP
1029
Rice Partnership
Hawaii
$88.6K +$84.4K +624 New
PPA
1030
Painted Porch Advisors
California
$88.3K – – –
AIA
1031
Armor Investment Advisors
North Carolina
$88.1K – – –
WI
1032
Wintrust Investments
Illinois
$88K -$747K -5,520 -90%
FIM
1033
FWL Investment Management
Texas
$86.5K +$39.4K +291 +92%
AWA
1034
Alaska Wealth Advisors
Alaska
$85.9K – – –
BCA
1035
Bray Capital Advisors
Florida
$85.2K – – –
JFGIW
1036
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$85.2K – – –
TCPG
1037
Trivant Custom Portfolio Group
California
$85.2K – – –
RMC
1038
Resources Management Corp
Connecticut
$85K – – –
GBT
1039
Grove Bank & Trust
Florida
$82.7K – – –
AWM
1040
Activest Wealth Management
Florida
$82.2K – – –
HT
1041
Headlands Technologies
Illinois
$80.5K +$76.7K +567 New
SWP
1042
SIMA Wealth Partners
Virginia
$76.3K – – –
CWM
1043
Compass Wealth Management
Connecticut
$75.3K – – –
EB
1044
Eastern Bank
Massachusetts
$73.9K +$70.3K +520 New
PSB
1045
Piscataqua Savings Bank
New Hampshire
$73.2K – – –
PA
1046
Pineridge Advisors
Missouri
$71.9K – – –
AIM
1047
Arcadia Investment Management
Michigan
$71.9K – – –
CP
1048
Castleview Partners
Texas
$69.2K +$270 +2 +0.4%
CSWM
1049
Cassady Schiller Wealth Management
Ohio
$67.8K – – –
CT
1050
Clearstead Trust
Maine
$67.5K – – –
40 41
42
43 44