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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
CNBTD
1026
Citizens National Bank Trust Department
Mississippi
$104K – – –
BTD
1027
BankPlus Trust Department
Mississippi
$104K – – –
RMP
1028
Richards, Merrill & Peterson
Washington
$104K +$35.9K +267 +54%
AP
1029
Atwood & Palmer
Missouri
$102K – – –
AIM
1030
Anchor Investment Management
South Carolina
$95.8K – – –
BWM
1031
Bernard Wealth Management
Michigan
$94.2K – – –
GA
1032
GoalVest Advisory
New York
$92.9K – – –
DAM
1033
Delta Asset Management
Tennessee
$90K -$807 -6 -0.9%
AC
1034
AlphaCore Capital
California
$88.3K +$87.6K +651 New
JFGIW
1035
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$84.9K +$3.5K +26 +4%
PPA
1036
Painted Porch Advisors
California
$84.4K – – –
AIA
1037
Armor Investment Advisors
North Carolina
$84.1K – – –
HIA
1038
Harbor Investment Advisory
Maryland
$84K – – –
MSG
1039
Main Street Group
Virginia
$83.1K +$34K +253 +70%
FIM
1040
FWL Investment Management
Texas
$82K -$672 -5 -0.8%
TCPG
1041
Trivant Custom Portfolio Group
California
$81.4K – – –
CT
1042
Colonial Trust
South Carolina
$80.1K -$195K -1,451 -71%
VWWMG
1043
Vermillion & White Wealth Management Group
Pennsylvania
$79.6K -$62.4K -464 -44%
GBT
1044
Grove Bank & Trust
Florida
$79K – – –
IWM
1045
Inlight Wealth Management
Georgia
$75.8K +$75.2K +559 New
ZBNA
1046
Zions Bancorporation, National Association
Utah
$73.3K +$72.6K +540 New
SWP
1047
SIMA Wealth Partners
Virginia
$72.9K – – –
CSC
1048
Caldwell Sutter Capital
California
$70.6K -$74.6K -555 -52%
PSB
1049
Piscataqua Savings Bank
New Hampshire
$69.9K – – –
AIM
1050
Arcadia Investment Management
Michigan
$68.7K – – –
40 41
42
43 44