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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
651
MCF Advisors
Kentucky
$494K +$166K +1,325 +54%
WPC
652
Wedmont Private Capital
Pennsylvania
$493K +$2.26K +18 +0.5%
CFG
653
Citizens Financial Group
Rhode Island
$492K -$5.49M -43,777 -92%
AIM
654
Acropolis Investment Management
Missouri
$492K -$39K -311 -8%
LI
655
LRI Investments
Florida
$491K +$470K +3,743 New
MSFS
656
Main Street Financial Solutions
Pennsylvania
$490K +$110K +877 +31%
HIA
657
HTG Investment Advisors
Connecticut
$488K – – –
EWM
658
Executive Wealth Management
Michigan
$485K +$466K +3,712 New
UWPG
659
Ullmann Wealth Partners Group
Florida
$484K – – –
CFB
660
Cullen/Frost Bankers
Texas
$481K – – –
CAG
661
Csenge Advisory Group
Florida
$476K +$627 +5 +0.1%
DAS
662
Diversify Advisory Services
Utah
$474K +$455K +3,630 New
MPCG
663
Matrix Private Capital Group
New York
$471K +$12.5K +100 +3%
NB
664
Nicolet Bankshares
Wisconsin
$471K -$5.02K -40 -1%
ANBT
665
American National Bank & Trust
Texas
$467K – – –
MWA
666
Midland Wealth Advisors
Illinois
$463K -$74.4K -593 -14%
WPA
667
West Paces Advisors
Georgia
$462K – – –
SWM
668
SeaCrest Wealth Management
New York
$460K +$1.25K +10 +0.3%
VFPW
669
Vantage Financial Partners (Wisconsin)
Wisconsin
$460K -$15.2K -121 -3%
UL
670
Unionview LLC
Washington
$454K +$27.3K +218 +7%
AGA
671
Arkos Global Advisors
Texas
$453K – – –
CIAS
672
Capital Investment Advisory Services
North Carolina
$453K -$158K -1,262 -27%
MAG
673
M3 Advisory Group
Massachusetts
$452K +$27.3K +218 +7%
PMFA
674
Plante Moran Financial Advisors
Michigan
$450K +$18.3K +146 +4%
BA
675
Baugh & Associates
Georgia
$449K -$49.2K -392 -10%
25 26
27
28 29