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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
676
Crewe Advisors
Utah
$488K -$2.98K -20 -0.6%
GFPC
677
Global Financial Private Client
Florida
$488K – – –
FT
678
Fiduciary Trust
Massachusetts
$488K +$8.2K +55 +2%
SWA
679
Serenus Wealth Advisors
California
$485K +$447 +3 +0.1%
MPCG
680
Matrix Private Capital Group
New York
$483K +$8.94K +60 +2%
SW
681
SkyOak Wealth
Michigan
$483K +$25.3K +170 +5%
FNT
682
First National Trust
Pennsylvania
$482K -$14.8K -99 -3%
SAM
683
Smartleaf Asset Management
Massachusetts
$481K -$150K -1,005 -23%
KF
684
Krilogy Financial
Missouri
$481K – – –
SAM
685
Sawgrass Asset Management
Florida
$480K -$9.54K -64 -2%
YIA
686
YHB Investment Advisors
Connecticut
$479K -$9.83K -66 -2%
GWP
687
Gateway Wealth Partners
Wisconsin
$479K +$247K +1,660 +102%
BWP
688
BSW Wealth Partners
Colorado
$478K -$24.9K -167 -5%
MCM
689
M1 Capital Management
Michigan
$476K +$894 +6 +0.2%
QWM
690
Quadcap Wealth Management
Texas
$476K – – –
VAF
691
Values Added Financial
District of Columbia
$475K – – –
PWP
692
Perfromance Wealth Partners
Illinois
$474K -$32.8K -220 -6%
CWMK
693
Caliber Wealth Management (Kansas)
Kansas
$474K -$2.23K -15 -0.5%
BWP
694
Baldwin Wealth Partners
Massachusetts
$471K – – –
PMG
695
Private Management Group
California
$467K – – –
CFB
696
Cullen/Frost Bankers
Texas
$467K -$153K -1,026 -24%
MPWT
697
MassMutual Private Wealth & Trust
Connecticut
$461K +$212K +1,421 +82%
AC
698
AlphaCore Capital
California
$461K -$9.69K -65 -2%
LAM
699
Lakewood Asset Management
Illinois
$461K – – –
FFO
700
Fortitude Family Office
Arizona
$460K – – –
26 27
28
29 30