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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
676
M1 Capital Management
Michigan
$455K +$837 +6 +0.2%
WAS
677
Wealth Advisory Solutions
Indiana
$455K +$92.8K +665 +26%
SAM
678
Sawgrass Asset Management
Florida
$454K – – –
BWP
679
Baldwin Wealth Partners
Massachusetts
$452K – – –
PMFA
680
Plante Moran Financial Advisors
Michigan
$449K -$40.7K -292 -8%
PMG
681
Private Management Group
California
$449K – – –
KF
682
Krilogy Financial
Missouri
$446K +$456K +3,267 New
DSC
683
Duncker Streett & Co
Missouri
$445K – – –
LAM
684
Lakewood Asset Management
Illinois
$442K – – –
FFO
685
Fortitude Family Office
Arizona
$442K – – –
FFO
686
Fiduciary Family Office
Florida
$441K – – –
WIC
687
Woodmont Investment Counsel
Tennessee
$441K +$1.4K +10 +0.3%
SHWM
688
Smith & Howard Wealth Management
Georgia
$440K -$1.4K -10 -0.3%
SW
689
SkyOak Wealth
Michigan
$439K – – –
SAM
690
Secure Asset Management
Michigan
$439K +$139 +1 +0%
HIP
691
HUB Investment Partners
Texas
$437K -$1.12K -8 -0.3%
CWA
692
Clarity Wealth Advisors
California
$437K +$558 +4 +0.1%
CP
693
Creekside Partners
California
$435K +$1.4K +10 +0.3%
CB
694
Commerce Bank
Missouri
$432K -$45.9K -329 -10%
ET
695
Equitable Trust
Tennessee
$431K – – –
AWC
696
Adamsbrown Wealth Consultants
Kansas
$427K -$21.1K -151 -5%
DFA
697
DHJJ Financial Advisors
Illinois
$426K -$35.9K -257 -8%
MWM
698
Mascagni Wealth Management
Mississippi
$426K – – –
MFG
699
Midwest Financial Group
Kansas
$426K +$2.65K +19 +0.6%
GKWIM
700
Gerber Kawasaki Wealth & Investment Management
California
$424K -$237K -1,697 -36%
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