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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
$290K -$40K -434 -12%
PWM
452
Perigon Wealth Management
California
$287K +$92 +1 +0%
DK
453
Darrell & King
Virginia
$285K -$136K -1,474 -32%
BCP
454
Blue Chip Partners
Michigan
$277K -$13.8K -150 -5%
WCG
455
Wall Capital Group
Arizona
$277K – – –
AWE
456
Avidian Wealth Enterprises
Texas
$276K -$3.31K -36 -1%
BHB
457
Bank Hapoalim BM
Israel
$274K -$28.5K -309 -9%
CAG
458
Crestwood Advisors Group
Massachusetts
$269K -$35.9K -390 -12%
SAM
459
Summit Asset Management
Tennessee
$268K – – –
CWM
460
Concentric Wealth Management
California
$265K +$460 +5 +0.2%
CDH
461
Charles D. Hyman
$264K +$1.1K +12 +0.4%
SCA
462
Stonebridge Capital Advisors
Minnesota
$264K +$22.7K +247 +9%
VWA
463
V Wealth Advisors
Kansas
$264K +$33.2K +361 +15%
SG
464
StoneX Group
New York
$262K -$19.4K -211 -7%
BP
465
Ballentine Partners
Massachusetts
$262K +$31.3K +340 +14%
FIM
466
Frontier Investment Management
Texas
$261K +$259K +2,817 New
GC
467
Grimes & Company
Massachusetts
$260K – – –
MA
468
MUFG Americas
New York
$260K +$67K +728 +35%
CA
469
Capital Advantage
California
$257K – – –
B
470
Bridgeworth
Alabama
$255K -$16.9K -183 -6%
AIM
471
Aspen Investment Management
Michigan
$254K +$253K +2,744 New
GTAM
472
Global Trust Asset Management
Florida
$253K – – –
POIA
473
Pin Oak Investment Advisors
Texas
$253K – – –
BCM
474
Brookstone Capital Management
Illinois
$252K -$56.1K -609 -18%
HCM
475
Howland Capital Management
Massachusetts
$252K -$9.21K -100 -4%
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