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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
PWLP
526
Prio Wealth Limited Partnership
Massachusetts
$280K – – –
MAA
527
Matrix Asset Advisors
New York
$278K +$94 +1 +0%
OAM
528
Oak Asset Management
California
$278K +$56.6K +600 +24%
TF
529
Trek Financial
Arizona
$275K +$290K +3,071 New
GIA
530
Gladstone Institutional Advisory
Florida
$275K +$290K +3,072 New
SG
531
StoneX Group
New York
$274K +$14.3K +152 +5%
S
532
SignatureFD
Georgia
$272K -$68.7K -728 -19%
EC
533
Estate Counselors
Wisconsin
$269K – – –
BPC
534
Banque Pictet & Cie
Switzerland
$269K +$283K +3,000 New
PNAA
535
Pictet North America Advisors
Switzerland
$269K +$283K +3,000 New
BCP
536
Blue Chip Partners
Michigan
$268K – – –
WCG
537
Wall Capital Group
Arizona
$268K – – –
CFA
538
Clarfeld Financial Advisors
New York
$267K +$281K +2,981 New
AWE
539
Avidian Wealth Enterprises
Texas
$265K -$1.79K -19 -0.6%
I
540
IberiaBank
Louisiana
$260K +$274K +2,908 New
BHB
541
Bank Hapoalim BM
Israel
$259K – – –
SAM
542
Summit Asset Management
Tennessee
$259K – – –
SCA
543
Stonebridge Capital Advisors
Minnesota
$259K +$3.4K +36 +1%
TWM
544
Tolleson Wealth Management
Texas
$259K +$272K +2,889 New
CDH
545
Charles D. Hyman
$258K +$1.32K +14 +0.5%
WP
546
WealthSource Partners
California
$257K +$61.6K +653 +29%
IFWM
547
Institute for Wealth Management
Colorado
$257K +$271K +2,870 New
FIM
548
Frontier Investment Management
Texas
$252K -$38K -403 -13%
GC
549
Grimes & Company
Massachusetts
$252K – – –
PAS
550
Partnervest Advisory Services
California
$251K -$30.1K -319 -10%
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