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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
276
Purkiss Capital Advisors
Connecticut
$2.33M +$1.6M +11,445 +221%
MSAM
277
Moloney Securities Asset Management
Missouri
$2.32M -$110K -787 -5%
FFN
278
Focus Financial Network
Minnesota
$2.29M +$113K +810 +5%
ECM
279
Evergreen Capital Management
Washington
$2.29M +$209K +1,497 +10%
RIA
280
Retirement Investment Advisors
Oklahoma
$2.29M +$7.95K +57 +0.4%
SP
281
Stablepoint Partners
Massachusetts
$2.28M +$11.2K +80 +0.5%
S
282
Sachetta
Massachusetts
$2.28M -$226K -1,617 -9%
OAM
283
Occidental Asset Management
California
$2.27M – – –
AWM
284
Apollon Wealth Management
South Carolina
$2.27M -$158K -1,135 -7%
TPWA
285
TRUE Private Wealth Advisors
Oregon
$2.26M +$2.25M +16,165 New
MBTD
286
Mechanics Bank - Trust Department
California
$2.24M -$912K -6,536 -29%
CAM
287
Cozad Asset Management
Illinois
$2.24M -$19.7K -141 -0.9%
VAS
288
Vestmark Advisory Solutions
Massachusetts
$2.21M +$1.58M +11,324 +255%
FWCM
289
Ferguson Wellman Capital Management
Oregon
$2.19M +$53.7K +385 +3%
MAM
290
Madison Asset Management
Wisconsin
$2.19M – – –
AL
291
Aspiriant LLC
California
$2.18M – – –
CB
292
Centennial Bank
Arkansas
$2.18M -$76.7K -550 -3%
IP
293
Investment Partners
Ohio
$2.17M – – –
SF
294
Summit Financial
New Jersey
$2.17M +$850K +6,095 +65%
IFG
295
Independent Financial Group
California
$2.14M +$110K +791 +5%
PP
296
PDS Planning
Ohio
$2.13M -$25K -179 -1%
BAM
297
Belpointe Asset Management
Nevada
$2.13M -$108K -771 -5%
BWS
298
Buck Wealth Strategies
Colorado
$2.09M +$2.08M +14,904 New
PAM
299
Peak Asset Management
Colorado
$2.07M -$24.4K -175 -1%
AWM
300
Aberdeen Wealth Management
Illinois
$2.07M -$7.25K -52 -0.4%
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