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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
DK
451
Darrell & King
Virginia
$301K – – –
EC
452
Estate Counselors
Wisconsin
$294K -$19.4K -200 -6%
BCP
453
Blue Chip Partners
Michigan
$293K – – –
WCG
454
Wall Capital Group
Arizona
$293K – – –
AWE
455
Avidian Wealth Enterprises
Texas
$292K -$388 -4 -0.1%
SG
456
StoneX Group
New York
$285K +$8.24K +85 +3%
BHB
457
Bank Hapoalim BM
Israel
$284K -$5.82K -60 -2%
SMG
458
Spectrum Management Group
Indiana
$284K +$192K +1,980 +216%
SAM
459
Summit Asset Management
Tennessee
$283K – – –
CWM
460
Concentric Wealth Management
California
$280K +$291 +3 +0.1%
CDH
461
Charles D. Hyman
$280K +$1.07K +11 +0.4%
SCA
462
Stonebridge Capital Advisors
Minnesota
$279K – – –
BP
463
Ballentine Partners
Massachusetts
$277K – – –
GC
464
Grimes & Company
Massachusetts
$275K – – –
MCP
465
Martin Capital Partners
Oregon
$271K +$47.9K +494 +22%
POIA
466
Pin Oak Investment Advisors
Texas
$268K – – –
GTAM
467
Global Trust Asset Management
Florida
$267K -$194 -2 -0.1%
CIAS
468
Capital Investment Advisory Services
North Carolina
$267K +$21.3K +220 +9%
PP
469
Patten & Patten
Tennessee
$265K +$17K +175 +7%
CAG
470
Crestwood Advisors Group
Massachusetts
$264K -$9.69K -100 -4%
B
471
Bridgeworth
Alabama
$264K -$5.72K -59 -2%
HCM
472
Hall Capital Management
Rhode Island
$264K – – –
WMG
473
WESCAP Management Group
California
$260K – – –
TCM
474
Tradewinds Capital Management
Washington
$258K – – –
IFAM
475
Institutional & Family Asset Management
Colorado
$257K +$388 +4 +0.2%
17 18
19
20 21