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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
226
PDS Planning
Ohio
$2.95M -$2.52K -24 -0.1%
HWA
227
Hillcrest Wealth Advisors
New Jersey
$2.93M – – –
JIR
228
James Investment Research
Ohio
$2.86M -$766K -7,295 -22%
TPWA
229
TRUE Private Wealth Advisors
Oregon
$2.79M +$449K +4,274 +20%
EWA
230
EP Wealth Advisors
California
$2.79M -$179K -1,709 -6%
CIC
231
Carnegie Investment Counsel
Ohio
$2.77M -$945 -9 -0%
MPM
232
Meritage Portfolio Management
Kansas
$2.76M +$245K +2,330 +10%
JIP
233
Jaffetilchin Investment Partners
Florida
$2.75M -$39.8K -379 -1%
SBWM
234
Sunflower Bank Wealth Management
Arizona
$2.74M -$111K -1,060 -4%
SMFS
235
Squar Milner Financial Services
California
$2.69M +$1.73M +16,460 +193%
NNP
236
Nachman Norwood & Parrott
South Carolina
$2.68M – – –
WF
237
Welch & Forbes
Massachusetts
$2.67M – – –
IA
238
IFG Advisory
Georgia
$2.65M +$385K +3,669 +18%
CAAS
239
Capital Asset Advisory Services
Michigan
$2.64M +$1.23M +11,671 +92%
MA
240
Montag & Associates
Georgia
$2.63M -$133K -1,270 -5%
DAS
241
Dynamic Advisor Solutions
Arizona
$2.54M +$108K +1,028 +5%
AIA
242
Alera Investment Advisors
Illinois
$2.51M – – –
KFA
243
Kays Financial Advisory
Georgia
$2.51M +$115K +1,097 +5%
LWM
244
Lenox Wealth Management
Ohio
$2.5M -$10.7K -102 -0.4%
PWAC
245
Private Wealth Advisors (California)
California
$2.5M +$1.36K +13 +0.1%
BAM
246
Belpointe Asset Management
Nevada
$2.45M +$297K +2,829 +14%
TCOV
247
Trust Company of Vermont
Vermont
$2.43M +$15.4K +147 +0.7%
LOIM
248
Liberty One Investment Management
Illinois
$2.43M +$2.37M +22,559 New
SW
249
SVB Wealth
Massachusetts
$2.41M +$30.3K +289 +1%
CAGAS
250
Capital Advisory Group Advisory Services
Minnesota
$2.37M -$6.4K -61 -0.3%
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