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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
$294K -$19.4K -200 -6%
BCP
452
Blue Chip Partners
Michigan
$293K – – –
WCG
453
Wall Capital Group
Arizona
$293K – – –
AWE
454
Avidian Wealth Enterprises
Texas
$292K -$388 -4 -0.1%
SG
455
StoneX Group
New York
$285K +$8.24K +85 +3%
BHB
456
Bank Hapoalim BM
Israel
$284K -$5.82K -60 -2%
SMG
457
Spectrum Management Group
Indiana
$284K +$192K +1,980 +216%
SAM
458
Summit Asset Management
Tennessee
$283K – – –
CWM
459
Concentric Wealth Management
California
$280K +$291 +3 +0.1%
CDH
460
Charles D. Hyman
$280K +$1.07K +11 +0.4%
SCA
461
Stonebridge Capital Advisors
Minnesota
$279K – – –
BP
462
Ballentine Partners
Massachusetts
$277K – – –
GC
463
Grimes & Company
Massachusetts
$275K – – –
MCP
464
Martin Capital Partners
Oregon
$271K +$47.9K +494 +22%
POIA
465
Pin Oak Investment Advisors
Texas
$268K – – –
GTAM
466
Global Trust Asset Management
Florida
$267K -$194 -2 -0.1%
CIAS
467
Capital Investment Advisory Services
North Carolina
$267K +$21.3K +220 +9%
PP
468
Patten & Patten
Tennessee
$265K +$17K +175 +7%
CAG
469
Crestwood Advisors Group
Massachusetts
$264K -$9.69K -100 -4%
B
470
Bridgeworth
Alabama
$264K -$5.72K -59 -2%
HCM
471
Hall Capital Management
Rhode Island
$264K – – –
WMG
472
WESCAP Management Group
California
$260K – – –
TCM
473
Tradewinds Capital Management
Washington
$258K – – –
IFAM
474
Institutional & Family Asset Management
Colorado
$257K +$388 +4 +0.2%
CAN
475
Claraphi Advisory Network
United States
$256K +$2.81K +29 +1%
17 18
19
20 21