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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
KF
451
Krilogy Financial
Missouri
$337K -$23.3K -249 -7%
GFP
452
Gryphon Financial Partners
Ohio
$337K +$334K +3,569 New
EC
453
Estate Counselors
Wisconsin
$335K – – –
PWLP
454
Prio Wealth Limited Partnership
Massachusetts
$335K – – –
CG
455
Corundum Group
Colorado
$334K +$469 +5 +0.1%
NEPWA
456
New England Private Wealth Advisors
Massachusetts
$332K +$2.9K +31 +0.9%
FFBTD
457
First Financial Bank - Trust Division
Ohio
$331K – – –
WHG
458
Westwood Holdings Group
Texas
$330K -$4.68K -50 -1%
EVM
459
Eaton Vance Management
Massachusetts
$328K -$656 -7 -0.2%
BHB
460
Bank Hapoalim BM
Israel
$328K – – –
S
461
SignatureFD
Georgia
$328K +$110K +1,173 +51%
OIA
462
Optimum Investment Advisors
Illinois
$327K +$6.75K +72 +2%
RCAG
463
Rehmann Capital Advisory Group
Michigan
$327K +$8.99K +96 +3%
CWM
464
Concentric Wealth Management
California
$326K +$30K +320 +10%
IFWM
465
Institute for Wealth Management
Colorado
$326K +$323K +3,452 New
TI
466
Truepoint Inc
Ohio
$325K +$6.84K +73 +2%
QCG
467
Quadrant Capital Group
Ohio
$324K +$4.68K +50 +1%
BDF
468
Balasa Dinverno & Foltz
$322K – – –
CA
469
Crewe Advisors
Utah
$321K +$318K +3,394 New
CVM
470
Cheviot Value Management
California
$320K – – –
AWE
471
Avidian Wealth Enterprises
Texas
$318K -$44K -470 -12%
CA
472
Capital Advantage
California
$318K -$9.46K -101 -3%
CCT
473
Chemung Canal Trust
New York
$318K – – –
HWM
474
Highwater Wealth Management
Colorado
$317K -$6.18K -66 -2%
AWA
475
Arete Wealth Advisors
Illinois
$316K +$3.09K +33 +1%
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