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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
EC
451
Estate Counselors
Wisconsin
$297K -$13.8K -150 -4%
BIAS
452
Beacon Investment Advisory Services
New Jersey
$296K – – –
KF
453
Krilogy Financial
Missouri
$290K -$40K -434 -12%
PWM
454
Perigon Wealth Management
California
$287K +$92 +1 +0%
DK
455
Darrell & King
Virginia
$285K -$136K -1,474 -32%
BCP
456
Blue Chip Partners
Michigan
$277K -$13.8K -150 -5%
WCG
457
Wall Capital Group
Arizona
$277K – – –
AWE
458
Avidian Wealth Enterprises
Texas
$276K -$3.31K -36 -1%
BHB
459
Bank Hapoalim BM
Israel
$274K -$28.5K -309 -9%
CAG
460
Crestwood Advisors Group
Massachusetts
$269K -$35.9K -390 -12%
SAM
461
Summit Asset Management
Tennessee
$268K – – –
CWM
462
Concentric Wealth Management
California
$265K +$460 +5 +0.2%
CDH
463
Charles D. Hyman
$264K +$1.1K +12 +0.4%
SCA
464
Stonebridge Capital Advisors
Minnesota
$264K +$22.7K +247 +9%
VWA
465
V Wealth Advisors
Kansas
$264K +$33.2K +361 +15%
SG
466
StoneX Group
New York
$262K -$19.4K -211 -7%
BP
467
Ballentine Partners
Massachusetts
$262K +$31.3K +340 +14%
FIM
468
Frontier Investment Management
Texas
$261K +$259K +2,817 New
GC
469
Grimes & Company
Massachusetts
$260K – – –
MA
470
MUFG Americas
New York
$260K +$67K +728 +35%
CA
471
Capital Advantage
California
$257K – – –
B
472
Bridgeworth
Alabama
$255K -$16.9K -183 -6%
AIM
473
Aspen Investment Management
Michigan
$254K +$253K +2,744 New
GTAM
474
Global Trust Asset Management
Florida
$253K – – –
POIA
475
Pin Oak Investment Advisors
Texas
$253K – – –
17 18
19
20 21