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State Street SPDR S&P Dividend ETF
SDY

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