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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
RWS
651
Resolute Wealth Strategies
Mississippi
$515K +$2.79K +20 +0.5%
AWM
652
Avior Wealth Management
Nebraska
$511K +$116K +832 +27%
PWP
653
Perfromance Wealth Partners
Illinois
$510K -$29.2K -209 -5%
GFPC
654
Global Financial Private Client
Florida
$509K – – –
MAA
655
Matrix Asset Advisors
New York
$509K +$419 +3 +0.1%
AC
656
ASB Consultores
Florida
$507K – – –
WCP
657
Wealthcare Capital Partners
Pennsylvania
$505K +$534K +3,825 New
GKWIM
658
Gerber Kawasaki Wealth & Investment Management
California
$504K +$2.79K +20 +0.5%
PFP
659
Paragon Financial Partners
California
$503K -$160K -1,145 -23%
RSWM
660
Robertson Stephens Wealth Management
California
$501K +$27.1K +194 +5%
GIA
661
Gladstone Institutional Advisory
Florida
$501K +$131K +940 +33%
FCBT
662
First Citizens Bank & Trust
North Carolina
$498K -$64K -458 -11%
MA
663
MCF Advisors
Kentucky
$497K -$7.12K -51 -1%
LI
664
LRI Investments
Florida
$494K – – –
SWM
665
Selective Wealth Management
Virginia
$494K +$140 +1 +0%
MPCG
666
Matrix Private Capital Group
New York
$494K – – –
ORC
667
O'Rourke & Company
Massachusetts
$494K -$54.2K -388 -11%
MSFS
668
Main Street Financial Solutions
Pennsylvania
$494K -$419 -3 -0.1%
KFA
669
Kapstone Financial Advisors
Ohio
$490K – – –
ITIM
670
Indiana Trust & Investment Management
Indiana
$489K -$39.8K -285 -7%
AWC
671
Adamsbrown Wealth Consultants
Kansas
$488K -$142K -1,017 -22%
MCCA
672
Mill Creek Capital Advisors
Pennsylvania
$487K – – –
UWPG
673
Ullmann Wealth Partners Group
Florida
$487K – – –
TI
674
Truepoint Inc
Ohio
$486K – – –
PFA
675
Pure Financial Advisors
California
$484K +$162K +1,157 +46%
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