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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
OBWP
501
O'Brien Wealth Partners
Massachusetts
$863K -$146K -1,245 -15%
BB
502
Berkshire Bank
Massachusetts
$862K -$75.6K -644 -9%
PTC
503
Private Trust Company
Ohio
$860K -$34K -290 -4%
AP
504
Adero Partners
California
$859K – – –
NEWAS
505
N.E.W. Advisory Services
Wisconsin
$857K -$1.17K -10 -0.1%
AWA
506
Arete Wealth Advisors
Illinois
$853K +$121K +1,027 +18%
AFP
507
Ausdal Financial Partners
Iowa
$843K -$10.8K -92 -1%
IWS
508
Integrity Wealth Solutions
Colorado
$843K +$792K +6,749 New
MSWMA
509
Market Street Wealth Management Advisors
Indiana
$843K -$44.7K -381 -5%
GKWIM
510
Gerber Kawasaki Wealth & Investment Management
California
$840K -$386K -3,285 -33%
SFG
511
SevenBridge Financial Group
Pennsylvania
$838K +$62.2K +530 +9%
TWP
512
Tyche Wealth Partners
Texas
$837K +$786K +6,696 New
AAM
513
AMI Asset Management
California
$836K +$786K +6,693 New
WB
514
West Bancorporation
Iowa
$835K -$118K -1,002 -13%
SFG
515
Seamount Financial Group
Colorado
$834K +$783K +6,670 New
RW
516
REDW Wealth
New Mexico
$833K – – –
TSWM
517
Triangle Securities Wealth Management
North Carolina
$828K +$235 +2 +0%
AFG
518
Atomi Financial Group
New York
$821K -$10.8K -92 -1%
CAC
519
Certified Advisory Corp
Florida
$819K -$26.2K -223 -3%
NCFG
520
New Century Financial Group
New Jersey
$817K +$768K +6,540 New
WI
521
Wintrust Investments
Illinois
$809K +$61.8K +526 +9%
HWA
522
HHM Wealth Advisors
Tennessee
$803K -$8.34K -71 -1%
SG
523
StoneX Group
New York
$798K -$73.7K -628 -9%
BAM
524
Bosun Asset Management
Illinois
$794K +$173K +1,470 +30%
GWM
525
Greenhouse Wealth Management
Connecticut
$793K +$2.46K +21 +0.3%
19 20
21
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