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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
SG
501
StoneX Group
New York
$374K +$5.14K +51 +1%
CCM
502
Coldstream Capital Management
Washington
$371K – – –
ACG
503
Allen Capital Group
Nebraska
$364K – – –
PWLP
504
Prio Wealth Limited Partnership
Massachusetts
$364K +$24.2K +240 +7%
IGGA
505
Iron Gate Global Advisors
Utah
$364K +$358K +3,552 New
OIA
506
Optimum Investment Advisors
Illinois
$361K +$1.61K +16 +0.5%
BCP
507
Berkeley Capital Partners
Georgia
$359K -$1.11K -11 -0.3%
SDWIA
508
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$359K – – –
PFO
509
Pathstone Family Office
New Jersey
$359K +$107K +1,060 +44%
VAG
510
VisionPoint Advisory Group
Texas
$353K +$87.5K +868 +33%
BDF
511
Balasa Dinverno & Foltz
$350K – – –
VNA
512
Valley National Advisers
Pennsylvania
$350K +$1.01K +10 +0.3%
WIA
513
World Investment Advisors
California
$349K -$11K -109 -3%
KCM
514
Karp Capital Management
California
$347K – – –
HTC
515
Haverford Trust Company
Pennsylvania
$347K +$18.1K +180 +6%
CCT
516
Chemung Canal Trust
New York
$346K – – –
PAS
517
Partnervest Advisory Services
California
$345K +$46.6K +462 +16%
CFB
518
Cullen/Frost Bankers
Texas
$345K +$100K +993 +42%
FANJ
519
Financial Architects (New Jersey)
New Jersey
$344K – – –
S
520
SignatureFD
Georgia
$344K +$30.8K +305 +10%
AWM
521
Avior Wealth Management
Nebraska
$343K +$166K +1,651 +97%
TF
522
TimeScale Financial
Massachusetts
$340K -$11.1K -110 -3%
CA
523
Calton & Associates
Florida
$339K +$124K +1,226 +59%
ST
524
Smithfield Trust
Pennsylvania
$337K – – –
PWP
525
Principle Wealth Partners
Connecticut
$335K -$3.23K -32 -1%
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