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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
FT
576
Fiduciary Trust
Massachusetts
$265K – – –
WP
577
WMS Partners
Maryland
$264K – – –
SAM
578
Summit Asset Management
Tennessee
$263K – – –
HWA
579
Heartwood Wealth Advisors
Virginia
$261K – – –
AWE
580
Avidian Wealth Enterprises
Texas
$260K -$67.7K -770 -21%
B
581
Bailard
California
$259K -$35.3K -402 -12%
TWM
582
Titus Wealth Management
California
$259K +$527 +6 +0.2%
MCP
583
Martin Capital Partners
Oregon
$257K – – –
AIA
584
Avalon Investment & Advisory
Texas
$256K +$247K +2,811 New
FWM
585
Frontier Wealth Management
Missouri
$250K – – –
ATC
586
Adirondack Trust Company
New York
$248K -$27.7K -315 -11%
KF
587
Krilogy Financial
Missouri
$246K – – –
LWA
588
Lenox Wealth Advisors
New York
$246K – – –
QCG
589
Quadrant Capital Group
Ohio
$243K – – –
WMG
590
WESCAP Management Group
California
$242K – – –
IFAM
591
Institutional & Family Asset Management
Colorado
$242K +$439 +5 +0.2%
SW
592
StrongBox Wealth
Missouri
$241K -$75.2K -856 -24%
MCA
593
Magnolia Capital Advisors
Mississippi
$241K – – –
EWM
594
Empirical Wealth Management
Washington
$237K – – –
B
595
Bridgeworth
Alabama
$237K +$1.05K +12 +0.5%
SFS
596
Sowell Financial Services
Arkansas
$237K +$129K +1,468 +130%
PP
597
Patten & Patten
Tennessee
$236K – – –
SWA
598
SFMG Wealth Advisors
Texas
$233K -$36.9K -420 -14%
WAS
599
Wealth Advisory Solutions
Indiana
$231K +$223K +2,538 New
RCA
600
Ranch Capital Advisors
Florida
$229K -$55.8K -635 -21%
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