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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
GFWA
1051
Grey Fox Wealth Advisors
Delaware
$70.4K +$70.2K +503 New
BFO
1052
Biltmore Family Office
North Carolina
$70K -$6.97K -50 -9%
JWM
1053
JPL Wealth Management
Colorado
$70K +$69.7K +500 New
VWA
1054
VSM Wealth Advisory
Maryland
$69.3K – – –
HIA
1055
Harbor Investment Advisory
Maryland
$67.4K – – –
CT
1056
Clearstead Trust
Maine
$66.5K – – –
MSFP
1057
Mark Sheptoff Financial Planning
Connecticut
$66.5K – – –
PCM
1058
Palouse Capital Management
Washington
$63K +$139 +1 +0.2%
TCM
1059
Tradewinds Capital Management
Washington
$61.8K – – –
WOC
1060
West Oak Capital
California
$59.5K – – –
FLP
1061
Financial Life Planners
Arizona
$58.9K +$58.6K +420 New
CTC
1062
Cetera Trust Company
Minnesota
$58K – – –
EWM
1063
Evolution Wealth Management
Florida
$56.6K – – –
SC
1064
SouthState Corp
Florida
$56.1K -$733K -5,253 -93%
FP
1065
Financial Perspectives
Minnesota
$56K +$279 +2 +0.5%
DI
1066
DAGCO Inc
Ohio
$56K – – –
SAM
1067
Smartleaf Asset Management
Massachusetts
$56K +$6.28K +45 +13%
CPA
1068
Cardiff Park Advisors
California
$53.6K – – –
EB
1069
Eastern Bank
Massachusetts
$53.5K – – –
TFM
1070
TFC Financial Management
Massachusetts
$52.2K -$108K -775 -68%
JFG
1071
JDM Financial Group
Texas
$52K +$51.9K +372 New
MSG
1072
Main Street Group
Virginia
$50.6K – – –
CSB
1073
City State Bank
Iowa
$50.1K – – –
MFA
1074
Morling Financial Advisors
California
$49.4K – – –
KG
1075
Kilter Group
New York
$49K – – –
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43
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