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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
526
MA Private Wealth
California
$284K +$299K +3,171 New
PWM
527
Perigon Wealth Management
California
$281K -$42.4K -450 -13%
ECM
528
Evergreen Capital Management
Washington
$281K -$18.9K -200 -6%
CIAS
529
Capital Investment Advisory Services
North Carolina
$281K +$38.2K +405 +15%
KF
530
Krilogy Financial
Missouri
$280K – – –
PWLP
531
Prio Wealth Limited Partnership
Massachusetts
$280K – – –
MAA
532
Matrix Asset Advisors
New York
$278K +$94 +1 +0%
OAM
533
Oak Asset Management
California
$278K +$56.6K +600 +24%
TF
534
Trek Financial
Arizona
$275K +$290K +3,071 New
GIA
535
Gladstone Institutional Advisory
Florida
$275K +$290K +3,072 New
SG
536
StoneX Group
New York
$274K +$14.3K +152 +5%
S
537
SignatureFD
Georgia
$272K -$68.7K -728 -19%
EC
538
Estate Counselors
Wisconsin
$269K – – –
BPC
539
Banque Pictet & Cie
Switzerland
$269K +$283K +3,000 New
PNAA
540
Pictet North America Advisors
Switzerland
$269K +$283K +3,000 New
BCP
541
Blue Chip Partners
Michigan
$268K – – –
WCG
542
Wall Capital Group
Arizona
$268K – – –
CFA
543
Clarfeld Financial Advisors
New York
$267K +$281K +2,981 New
AWE
544
Avidian Wealth Enterprises
Texas
$265K -$1.79K -19 -0.6%
I
545
IberiaBank
Louisiana
$260K +$274K +2,908 New
BHB
546
Bank Hapoalim BM
Israel
$259K – – –
SAM
547
Summit Asset Management
Tennessee
$259K – – –
SCA
548
Stonebridge Capital Advisors
Minnesota
$259K +$3.4K +36 +1%
TWM
549
Tolleson Wealth Management
Texas
$259K +$272K +2,889 New
CDH
550
Charles D. Hyman
$258K +$1.32K +14 +0.5%
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