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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
HGERS
626
Householder Group Estate & Retirement Specialist
Arizona
$558K -$31K -229 -6%
RA
627
Rodgers & Associates
Pennsylvania
$555K – – –
RWS
628
Resolute Wealth Strategies
Mississippi
$551K +$1.89K +14 +0.4%
GFPC
629
Global Financial Private Client
Florida
$547K – – –
MTIC
630
Missouri Trust & Investment Company
Missouri
$547K -$4.73K -35 -0.9%
MAA
631
Matrix Asset Advisors
New York
$547K +$270 +2 +0.1%
AC
632
ASB Consultores
Florida
$545K +$176K +1,300 +51%
MA
633
MCF Advisors
Kentucky
$542K – – –
GKWIM
634
Gerber Kawasaki Wealth & Investment Management
California
$539K +$2.84K +21 +0.6%
CF
635
Centaurus Financial
California
$539K -$905K -6,695 -64%
CGPCS
636
Capital Group Private Client Services
California
$533K -$364K -2,693 -42%
AIM
637
Acropolis Investment Management
Missouri
$532K – – –
MPCG
638
Matrix Private Capital Group
New York
$531K – – –
MSFS
639
Main Street Financial Solutions
Pennsylvania
$531K +$1.35K +10 +0.3%
SWM
640
Selective Wealth Management
Virginia
$527K -$13.3K -98 -3%
MCCA
641
Mill Creek Capital Advisors
Pennsylvania
$524K – – –
LI
642
LRI Investments
Florida
$524K – – –
UWPG
643
Ullmann Wealth Partners Group
Florida
$524K – – –
FHC
644
First Heartland Consultants
Missouri
$523K -$285K -2,105 -36%
TI
645
Truepoint Inc
Ohio
$522K -$35.7K -264 -7%
BJL
646
Brighton Jones LLC
Washington
$521K -$1.96M -14,526 -80%
DFA
647
DHJJ Financial Advisors
Illinois
$519K – – –
KFA
648
Kapstone Financial Advisors
Ohio
$519K -$54.1K -400 -10%
MAG
649
M3 Advisory Group
Massachusetts
$519K +$10.3K +76 +2%
BW
650
BIP Wealth
Georgia
$516K – – –
24 25
26
27 28