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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
426
Congress Wealth Management
Massachusetts
$1.1M -$8.63K -67 -0.8%
SG
427
StoneX Group
New York
$1.1M +$318K +2,470 +40%
IAIM
428
International Assets Investment Management
Florida
$1.1M -$81.8K -635 -7%
SW
429
SlateStone Wealth
Florida
$1.08M +$41.3K +321 +4%
ANTB
430
AMG National Trust Bank
Colorado
$1.08M -$116K -900 -10%
PCA
431
Pallas Capital Advisors
Massachusetts
$1.07M +$63.1K +490 +6%
SHFA
432
SC&H Financial Advisors
Maryland
$1.07M -$5.02K -39 -0.5%
PVAMC
433
PPS&V Asset Management Consultants
Michigan
$1.05M -$501K -3,893 -32%
BCFS
434
Butensky & Cohen Financial Security
Florida
$1.05M +$6.18K +48 +0.6%
SF
435
Summit Financial
New Jersey
$1.04M -$33.5K -260 -3%
SSWG
436
Seven Springs Wealth Group
Tennessee
$1.04M – – –
SCTC
437
Sanibel Captiva Trust Company
Florida
$1.04M – – –
FMN
438
Financial Management Network
California
$1.04M -$74.7K -580 -7%
WCG
439
Weaver Consulting Group
California
$1.04M -$29K -225 -3%
GWM
440
Geneos Wealth Management
Colorado
$1.03M -$2.32K -18 -0.2%
CAL
441
Capital Analysts LLC
Pennsylvania
$1.03M -$20.4K -158 -2%
CG
442
Caprock Group
Idaho
$1.02M +$70.2K +545 +7%
AAG
443
Armstrong Advisory Group
Massachusetts
$1.01M -$83.5K -648 -8%
ASBI
444
American State Bank (Iowa)
Iowa
$1.01M – – –
FNT
445
First National Trust
Pennsylvania
$1.01M +$6.83K +53 +0.7%
RWP
446
RWA Wealth Partners
Massachusetts
$1M -$8.24K -64 -0.8%
SB
447
Strategic Blueprint
Georgia
$997K -$90.7K -704 -8%
MC
448
Mathes Company
New York
$984K – – –
PP
449
Patron Partners
Texas
$975K +$1.42K +11 +0.1%
TSS
450
Two Sigma Securities
New York
$975K +$687K +5,330 +228%
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