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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWG
451
Seven Springs Wealth Group
Tennessee
$942K – – –
OBWP
452
O'Brien Wealth Partners
Massachusetts
$938K -$17.8K -146 -2%
JWA
453
JFS Wealth Advisors
Pennsylvania
$936K – – –
CAAS
454
Capital Asset Advisory Services
Michigan
$936K -$130K -1,061 -12%
SF
455
Summit Financial
New Jersey
$934K +$5.86K +48 +0.6%
BFS
456
Bradley Foster & Sargent
Connecticut
$926K – – –
WA
457
Wealth Advisors
California
$923K – – –
ASBI
458
American State Bank (Iowa)
Iowa
$915K – – –
CWM
459
Congress Wealth Management
Massachusetts
$914K +$138K +1,127 +17%
LSPW
460
Lake Street Private Wealth
Illinois
$912K +$244 +2 +0%
RIA
461
Realta Investment Advisors
Delaware
$899K -$145K -1,185 -14%
BAM
462
Belpointe Asset Management
Nevada
$899K +$41.4K +339 +5%
MA
463
MKT Advisors
California
$897K +$2.81K +23 +0.3%
MC
464
Mathes Company
New York
$890K – – –
WS
465
Wedbush Securities
California
$889K +$83K +680 +10%
CAL
466
Capital Analysts LLC
Pennsylvania
$887K -$2.01M -16,460 -68%
FNT
467
First National Trust
Pennsylvania
$885K +$44.3K +363 +5%
WB
468
West Bancorporation
Iowa
$884K -$222K -1,822 -19%
BCFS
469
Butensky & Cohen Financial Security
Florida
$875K -$2.32K -19 -0.2%
FPCP
470
Fort Point Capital Partners
California
$868K +$7.45K +61 +0.8%
BB
471
Berkshire Bank
Massachusetts
$868K +$16K +131 +2%
MWA
472
Monograph Wealth Advisors
California
$863K +$915K +7,500 New
CG
473
Caprock Group
Idaho
$862K – – –
PP
474
Patron Partners
Texas
$856K +$14.4K +118 +2%
CFMC
475
Curbstone Financial Management Corp
New Hampshire
$845K – – –
17 18
19
20 21