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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
626
Ashford Advisors
New York
$509K – – –
CA
627
Crewe Advisors
Utah
$508K – – –
HSA
628
HBK Sorce Advisory
Pennsylvania
$504K -$644 -5 -0.1%
TCBWMS
629
Texas Capital Bank Wealth Management Services
Texas
$502K +$258K +2,000 +103%
DSC
630
Duncker Streett & Co
Missouri
$502K -$20.6K -160 -4%
TI
631
Truepoint Inc
Ohio
$501K – – –
CCM
632
Canal Capital Management
Virginia
$501K +$67.9K +527 +15%
SAM
633
Sawgrass Asset Management
Florida
$501K – – –
FAB
634
First American Bank
Illinois
$500K – – –
RA
635
Rodgers & Associates
Pennsylvania
$497K – – –
MTIC
636
Missouri Trust & Investment Company
Missouri
$494K -$9.66K -75 -2%
RWS
637
Resolute Wealth Strategies
Mississippi
$491K -$24.9K -193 -5%
GFPC
638
Global Financial Private Client
Florida
$490K – – –
MAA
639
Matrix Asset Advisors
New York
$489K +$258 +2 +0.1%
SWM
640
Selective Wealth Management
Virginia
$488K -$25.5K -198 -5%
MA
641
MCF Advisors
Kentucky
$485K +$6.57K +51 +1%
EWM
642
EPG Wealth Management
Georgia
$482K -$488K -3,785 Closed
GKWIM
643
Gerber Kawasaki Wealth & Investment Management
California
$480K -$135K -1,048 -22%
AIM
644
Acropolis Investment Management
Missouri
$476K – – –
LI
645
LRI Investments
Florida
$476K – – –
MPCG
646
Matrix Private Capital Group
New York
$476K +$19.3K +150 +4%
MSFS
647
Main Street Financial Solutions
Pennsylvania
$474K -$644 -5 -0.1%
RSWM
648
Robertson Stephens Wealth Management
California
$471K -$2.18M -16,905 -82%
PSCM
649
Per Stirling Capital Management
Texas
$469K -$119K -922 -20%
MCCA
650
Mill Creek Capital Advisors
Pennsylvania
$469K -$13.9K -108 -3%
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