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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
626
Crewe Advisors
Utah
$508K – – –
HSA
627
HBK Sorce Advisory
Pennsylvania
$504K -$644 -5 -0.1%
TCBWMS
628
Texas Capital Bank Wealth Management Services
Texas
$502K +$258K +2,000 +103%
DSC
629
Duncker Streett & Co
Missouri
$502K -$20.6K -160 -4%
TI
630
Truepoint Inc
Ohio
$501K – – –
CCM
631
Canal Capital Management
Virginia
$501K +$67.9K +527 +15%
SAM
632
Sawgrass Asset Management
Florida
$501K – – –
FAB
633
First American Bank
Illinois
$500K – – –
RA
634
Rodgers & Associates
Pennsylvania
$497K – – –
MTIC
635
Missouri Trust & Investment Company
Missouri
$494K -$9.66K -75 -2%
RWS
636
Resolute Wealth Strategies
Mississippi
$491K -$24.9K -193 -5%
GFPC
637
Global Financial Private Client
Florida
$490K – – –
MAA
638
Matrix Asset Advisors
New York
$489K +$258 +2 +0.1%
SWM
639
Selective Wealth Management
Virginia
$488K -$25.5K -198 -5%
MA
640
MCF Advisors
Kentucky
$485K +$6.57K +51 +1%
EWM
641
EPG Wealth Management
Georgia
$482K -$488K -3,785 Closed
GKWIM
642
Gerber Kawasaki Wealth & Investment Management
California
$480K -$135K -1,048 -22%
AIM
643
Acropolis Investment Management
Missouri
$476K – – –
LI
644
LRI Investments
Florida
$476K – – –
MPCG
645
Matrix Private Capital Group
New York
$476K +$19.3K +150 +4%
MSFS
646
Main Street Financial Solutions
Pennsylvania
$474K -$644 -5 -0.1%
RSWM
647
Robertson Stephens Wealth Management
California
$471K -$2.18M -16,905 -82%
PSCM
648
Per Stirling Capital Management
Texas
$469K -$119K -922 -20%
MCCA
649
Mill Creek Capital Advisors
Pennsylvania
$469K -$13.9K -108 -3%
UWPG
650
Ullmann Wealth Partners Group
Florida
$469K – – –
24 25
26
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