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SPDR S&P Dividend ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Jon Lewis Midwest Trust Co | 111,237 | $15.11M | $17.26M | $2.15M | 14.21% |
 Nathaniel W. Klitzing Cambridge Capital Management LLC | 5,036 | $629,344.64 | $781,184.32 | $151,839.68 | 24.13% |
 Molly Wheeler Burk Holdings LLC | 586 | $85,521 | $90,786.05 | $5,265.05 | 6.16% |
| CTC Caldwell Trust Co Caldwell Trust Co | 1,974 | $232,527.9 | $305,891.04 | $73,363.14 | 31.55% |
 Sarah H. Schmidt Summit Wealth Group LLC / CO | 1,851 | $270,085 | $286,766.17 | $16,681.17 | 6.18% |
| BFS Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 370 | $56,307 | $57,322.25 | $1,015.25 | 1.8% |
 Brent Garcia Broadwater Capital Management LLC | 28 | $3,499 | $4,337.9 | $838.9 | 23.98% |
 Bonnie Courtney Cambridge Financial Group LLC | 1,493 | $208,919 | $230,720.75 | $21,801.75 | 10.44% |
 United Financial Planning Group LLC United Financial Planning Group LLC | 355 | $51,130.92 | $54,998.37 | $3,867.45 | 7.56% |
 Wallace Jones WJ Financial Advisors LLC | 2,094 | $291,401 | $324,486.24 | $33,085.24 | 11.35% |
