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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
601
Washington Trust
Rhode Island
$296K – – –
FWM
602
Frontier Wealth Management
Missouri
$295K – – –
WIA
603
World Investment Advisors
California
$293K -$66.9K -661 -20%
AWM
604
Avior Wealth Management
Nebraska
$292K -$41.1K -406 -13%
LFF
605
Level Four Financial
Texas
$289K +$276K +2,729 New
OGF
606
Orin Green Financial
California
$288K +$275K +2,719 New
FFA
607
First Foundation Advisors
California
$283K -$32.4K -320 -11%
IFAM
608
Institutional & Family Asset Management
Colorado
$283K +$607 +6 +0.2%
B
609
Bailard
California
$282K -$17.7K -175 -6%
TI
610
Truepoint Inc
Ohio
$282K +$269K +2,661 New
WMG
611
WESCAP Management Group
California
$281K – – –
MSFS
612
Main Street Financial Solutions
Pennsylvania
$281K +$269K +2,654 New
CPIG
613
Chicago Partners Investment Group
Illinois
$280K +$261K +2,582 New
ATC
614
Adirondack Trust Company
New York
$279K – – –
CPWA
615
Cerro Pacific Wealth Advisors
California
$279K +$267K +2,638 New
MCA
616
Magnolia Capital Advisors
Mississippi
$277K -$2.73K -27 -1%
TCWM
617
Total Clarity Wealth Management
Illinois
$277K +$28.4K +281 +12%
MCP
618
Martin Capital Partners
Oregon
$275K -$9.51K -94 -3%
MIM
619
MTM Investment Management
South Carolina
$275K +$262K +2,594 New
PP
620
Patten & Patten
Tennessee
$274K – – –
PAMG
621
Patton Albertson Miller Group
Tennessee
$274K +$2.33K +23 +0.9%
PPP
622
Private Portfolio Partners
New Jersey
$271K +$405 +4 +0.2%
IFWM
623
Institute for Wealth Management
Colorado
$270K – – –
SCA
624
Stonebridge Capital Advisors
Minnesota
$268K +$256K +2,530 New
FHC
625
First Horizon Corporation
Tennessee
$267K -$14.2K -140 -5%
23 24
25
26 27