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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
601
Csenge Advisory Group
Florida
$496K +$128K +1,028 +33%
MAA
602
Matrix Asset Advisors
New York
$495K – – –
VCP
603
Vista Capital Partners
Oregon
$493K +$56.9K +456 +12%
RPC
604
Rossmore Private Capital
Connecticut
$493K +$62.3K +500 +14%
JE
605
JMAC Enterprises
Pennsylvania
$492K -$125 -1 -0%
RSWM
606
Robertson Stephens Wealth Management
California
$492K – – –
KWM
607
Kaydan Wealth Management
Michigan
$492K +$68.7K +551 +15%
VFA
608
Valeo Financial Advisors
Indiana
$489K -$7.98K -64 -2%
GFPC
609
Global Financial Private Client
Florida
$482K – – –
KWM
610
Kingsview Wealth Management
Oregon
$481K +$20.7K +166 +4%
CB
611
Commerce Bank
Missouri
$481K +$37.4K +300 +8%
BFM
612
Boston Financial Management
Massachusetts
$477K +$231K +1,850 +85%
TAM
613
Tocqueville Asset Management
New York
$476K -$79.8K -640 -14%
TCPWM
614
Traverso Chambers Private Wealth Management
California
$476K – – –
IWP
615
Icon Wealth Partners
Texas
$473K +$63.7K +511 +15%
PCM
616
Prelude Capital Management
New York
$470K +$285K +2,284 +137%
FAB
617
First American Bank
Illinois
$467K – – –
WPA
618
West Paces Advisors
Georgia
$466K – – –
PWP
619
Perfromance Wealth Partners
Illinois
$464K -$1.25K -10 -0.3%
MWM
620
Modera Wealth Management
New Jersey
$464K +$59K +473 +14%
MFG
621
Magnus Financial Group
New York
$462K -$78.7K -631 -14%
EP
622
Eudaimonia Partners
Tennessee
$461K +$82.2K +659 +20%
CF
623
Centaurus Financial
California
$457K +$89.8K +720 +23%
OFS
624
OneAscent Financial Services
Alabama
$455K +$478K +3,835 New
WCFA
625
Walkner Condon Financial Advisors
Wisconsin
$451K +$19.6K +157 +4%
23 24
25
26 27