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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
601
Kaydan Wealth Management
Michigan
$492K +$68.7K +551 +15%
VFA
602
Valeo Financial Advisors
Indiana
$489K -$7.98K -64 -2%
GFPC
603
Global Financial Private Client
Florida
$482K – – –
KWM
604
Kingsview Wealth Management
Oregon
$481K +$20.7K +166 +4%
CB
605
Commerce Bank
Missouri
$481K +$37.4K +300 +8%
BFM
606
Boston Financial Management
Massachusetts
$477K +$231K +1,850 +85%
TAM
607
Tocqueville Asset Management
New York
$476K -$79.8K -640 -14%
TCPWM
608
Traverso Chambers Private Wealth Management
California
$476K – – –
IWP
609
Icon Wealth Partners
Texas
$473K +$63.7K +511 +15%
PCM
610
Prelude Capital Management
New York
$470K +$285K +2,284 +137%
FAB
611
First American Bank
Illinois
$467K – – –
WPA
612
West Paces Advisors
Georgia
$466K – – –
PWP
613
Perfromance Wealth Partners
Illinois
$464K -$1.25K -10 -0.3%
MWM
614
Modera Wealth Management
New Jersey
$464K +$59K +473 +14%
MFG
615
Magnus Financial Group
New York
$462K -$78.7K -631 -14%
EP
616
Eudaimonia Partners
Tennessee
$461K +$82.2K +659 +20%
CF
617
Centaurus Financial
California
$457K +$89.8K +720 +23%
OFS
618
OneAscent Financial Services
Alabama
$455K +$478K +3,835 New
WCFA
619
Walkner Condon Financial Advisors
Wisconsin
$451K +$19.6K +157 +4%
PIM
620
Penobscot Investment Management
Massachusetts
$450K -$24.9K -200 -5%
SHWM
621
Smith & Howard Wealth Management
Georgia
$450K +$197K +1,580 +71%
AIM
622
Acropolis Investment Management
Missouri
$449K +$249 +2 +0.1%
FG
623
Foster Group
Iowa
$448K +$470K +3,771 New
KFI
624
Key Financial Inc
Pennsylvania
$447K +$108K +865 +30%
GVAG
625
Great Valley Advisor Group
Delaware
$446K +$468K +3,756 New
23 24
25
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