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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
676
Capital Asset Advisory Services
Michigan
$514K +$1.79K +12 +0.4%
EI
677
EFG International
$513K +$502K +3,372 New
TI
678
Truepoint Inc
Ohio
$512K -$37.2K -250 -7%
RSWM
679
Robertson Stephens Wealth Management
California
$510K -$119K -799 -19%
CA
680
Crewe Advisors
Utah
$509K – – –
GFPC
681
Global Financial Private Client
Florida
$509K – – –
SAM
682
Smartleaf Asset Management
Massachusetts
$508K – – –
FT
683
Fiduciary Trust
Massachusetts
$508K – – –
SWA
684
Serenus Wealth Advisors
California
$506K +$596 +4 +0.1%
CP
685
Creekside Partners
California
$504K +$27.9K +187 +6%
MPCG
686
Matrix Private Capital Group
New York
$504K – – –
SW
687
SkyOak Wealth
Michigan
$503K – – –
FNT
688
First National Trust
Pennsylvania
$502K -$745 -5 -0.2%
SAM
689
Sawgrass Asset Management
Florida
$500K – – –
BWP
690
BSW Wealth Partners
Colorado
$499K +$596 +4 +0.1%
CWS
691
Confluence Wealth Services
Pennsylvania
$498K +$488K +3,274 New
MCM
692
M1 Capital Management
Michigan
$498K +$894 +6 +0.2%
QWM
693
Quadcap Wealth Management
Texas
$496K – – –
VAF
694
Values Added Financial
District of Columbia
$495K – – –
PWP
695
Perfromance Wealth Partners
Illinois
$495K +$149 +1 +0%
KF
696
Krilogy Financial
Missouri
$490K -$5.21K -35 -1%
PMG
697
Private Management Group
California
$487K – – –
CWMK
698
Caliber Wealth Management (Kansas)
Kansas
$486K -$7.9K -53 -2%
BWP
699
Baldwin Wealth Partners
Massachusetts
$484K -$7.45K -50 -2%
LAM
700
Lakewood Asset Management
Illinois
$480K – – –
26 27
28
29 30