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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
APIM
426
Agate Pass Investment Management
Washington
$1.16M -$6.98K -50 -0.6%
PA
427
Pinnacle Associates
New York
$1.16M -$189K -1,352 -13%
PCA
428
Pallas Capital Advisors
Massachusetts
$1.15M -$33.8K -242 -3%
OCM
429
One Capital Management
California
$1.14M -$273K -1,956 -18%
FFP
430
Freedom Financial Partners
Minnesota
$1.14M +$1.2M +8,600 New
PVAMC
431
PPS&V Asset Management Consultants
Michigan
$1.13M +$41.2K +295 +4%
RMAM
432
Raab & Moskowitz Asset Management
New Jersey
$1.13M – – –
TFS
433
Thoroughbred Financial Services
Tennessee
$1.13M -$79.3K -568 -6%
APP
434
Avantax Planning Partners
Iowa
$1.13M -$14.9K -107 -1%
CCM
435
Cambridge Capital Management
Illinois
$1.12M -$251K -1,797 -17%
SF
436
Summit Financial
New Jersey
$1.11M +$31.6K +226 +3%
ANTB
437
AMG National Trust Bank
Colorado
$1.11M – – –
BCFS
438
Butensky & Cohen Financial Security
Florida
$1.1M +$6.84K +49 +0.6%
LFAS
439
Level Four Advisory Services
Texas
$1.1M -$200K -1,433 -15%
WCG
440
Weaver Consulting Group
California
$1.09M +$18.7K +134 +2%
KTC
441
Kentucky Trust Company
Kentucky
$1.09M +$1.16M +8,275 New
FMN
442
Financial Management Network
California
$1.09M +$1.96K +14 +0.2%
SSWG
443
Seven Springs Wealth Group
Tennessee
$1.08M – – –
AWP
444
Axis Wealth Partners
Rhode Island
$1.07M +$1.13M +8,103 New
HH
445
Hilltop Holdings
Texas
$1.07M +$212K +1,521 +23%
CG
446
Caprock Group
Idaho
$1.06M – – –
PAS
447
Park Avenue Securities
New York
$1.06M +$31.7K +227 +3%
AG
448
AlTi Global
New York
$1.06M -$10.2M -72,701 -90%
ASBI
449
American State Bank (Iowa)
Iowa
$1.05M – – –
SFG
450
Seamount Financial Group
Colorado
$1.05M +$82.4K +590 +8%
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