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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
601
Avior Wealth Management
Nebraska
$292K -$41.1K -406 -13%
LFF
602
Level Four Financial
Texas
$289K +$276K +2,729 New
OGF
603
Orin Green Financial
California
$288K +$275K +2,719 New
FFA
604
First Foundation Advisors
California
$283K -$32.4K -320 -11%
IFAM
605
Institutional & Family Asset Management
Colorado
$283K +$607 +6 +0.2%
B
606
Bailard
California
$282K -$17.7K -175 -6%
TI
607
Truepoint Inc
Ohio
$282K +$269K +2,661 New
WMG
608
WESCAP Management Group
California
$281K – – –
MSFS
609
Main Street Financial Solutions
Pennsylvania
$281K +$269K +2,654 New
CPIG
610
Chicago Partners Investment Group
Illinois
$280K +$261K +2,582 New
ATC
611
Adirondack Trust Company
New York
$279K – – –
CPWA
612
Cerro Pacific Wealth Advisors
California
$279K +$267K +2,638 New
MCA
613
Magnolia Capital Advisors
Mississippi
$277K -$2.73K -27 -1%
TCWM
614
Total Clarity Wealth Management
Illinois
$277K +$28.4K +281 +12%
MCP
615
Martin Capital Partners
Oregon
$275K -$9.51K -94 -3%
MIM
616
MTM Investment Management
South Carolina
$275K +$262K +2,594 New
PP
617
Patten & Patten
Tennessee
$274K – – –
PAMG
618
Patton Albertson Miller Group
Tennessee
$274K +$2.33K +23 +0.9%
PPP
619
Private Portfolio Partners
New Jersey
$271K +$405 +4 +0.2%
IFWM
620
Institute for Wealth Management
Colorado
$270K – – –
SCA
621
Stonebridge Capital Advisors
Minnesota
$268K +$256K +2,530 New
FHC
622
First Horizon Corporation
Tennessee
$267K -$14.2K -140 -5%
MPW
623
Monterey Private Wealth
California
$267K +$506 +5 +0.2%
BIM
624
Baldwin Investment Management
Pennsylvania
$267K +$255K +2,525 New
HA
625
HC Advisors
Georgia
$266K – – –
23 24
25
26 27