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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
WMG
626
WESCAP Management Group
California
$313K – – –
TA
627
TrueWealth Advisors
Alabama
$313K +$290K +2,587 New
FHC
628
First Horizon Corporation
Tennessee
$312K +$13.5K +120 +5%
TI
629
Truepoint Inc
Ohio
$311K -$2.92K -26 -1%
GI
630
Gradient Investments
Minnesota
$307K +$22.1K +197 +8%
MCP
631
Martin Capital Partners
Oregon
$305K -$1.46K -13 -0.5%
PP
632
Patten & Patten
Tennessee
$305K – – –
OR
633
Olympiad Research
Connecticut
$305K +$290K +2,587 New
B
634
Bailard
California
$303K -$10.8K -96 -4%
SYBT
635
Stock Yards Bank & Trust
Kentucky
$303K +$40.4K +360 +16%
SEP
636
Southland Equity Partners
Missouri
$301K +$21.5K +192 +8%
IFWM
637
Institute for Wealth Management
Colorado
$301K – – –
HA
638
HC Advisors
Georgia
$296K – – –
PPP
639
Private Portfolio Partners
New Jersey
$295K -$6.95K -62 -2%
CG
640
Cutler Group
California
$294K +$280K +2,499 New
B
641
Bridgeworth
Alabama
$293K +$1.23K +11 +0.4%
PAMG
642
Patton Albertson Miller Group
Tennessee
$291K – – –
MW
643
Marcum Wealth
Ohio
$291K +$276K +2,466 New
BP
644
Broadleaf Partners
Ohio
$289K – – –
EIA
645
Eldridge Investment Advisors
New Hampshire
$289K – – –
BCP
646
Blue Chip Partners
Michigan
$289K +$1.91K +17 +0.7%
MA
647
MCF Advisors
Kentucky
$288K – – –
GAG
648
GM Advisory Group
New York
$287K +$1.91K +17 +0.7%
RWP
649
RWA Wealth Partners
Massachusetts
$286K +$49.2K +439 +22%
MSFS
650
Main Street Financial Solutions
Pennsylvania
$284K -$28.3K -252 -9%
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