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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
701
Saxon Interests
Texas
$343K -$33.4K -268 -8%
PWLP
702
Prio Wealth Limited Partnership
Massachusetts
$341K – – –
RWP
703
Ridgecrest Wealth Partners
California
$338K – – –
CGPCS
704
Capital Group Private Client Services
California
$337K +$354K +2,840 New
IC
705
IEQ Capital
California
$336K -$12.5K -100 -3%
IIC
706
Integrated Investment Consultants
Michigan
$335K – – –
WKWM
707
Walter & Keenan Wealth Management
Indiana
$333K – – –
RC
708
RegentAtlantic Capital
New Jersey
$332K -$31.9K -256 -8%
MPCL
709
My Personal CFO LLC
Washington
$332K – – –
LIA
710
LBMC Investment Advisors
Tennessee
$332K +$374 +3 +0.1%
MCP
711
Martin Capital Partners
Oregon
$331K +$998 +8 +0.3%
AWAP
712
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$328K +$125 +1 +0%
ATC
713
Adirondack Trust Company
New York
$327K – – –
ACM
714
Avalon Capital Management
California
$326K +$43.9K +352 +15%
SCA
715
Stonebridge Capital Advisors
Minnesota
$325K -$3.12K -25 -0.9%
RWP
716
Revolve Wealth Partners
New Jersey
$325K +$42.6K +342 +14%
RF
717
Rollins Financial
Georgia
$324K -$25.6K -205 -7%
FAG
718
Financial Advisory Group
Texas
$324K – – –
SAM
719
Summit Asset Management
Tennessee
$323K – – –
KIG
720
Kowal Investment Group
Wisconsin
$322K +$5.61K +45 +2%
BAAM
721
Baker Avenue Asset Management
California
$322K +$13.7K +110 +4%
CWA
722
Clarity Wealth Advisors
California
$320K +$5.61K +45 +2%
CCT
723
Chemung Canal Trust
New York
$317K – – –
WF
724
Wayfinding Financial
Washington
$317K – – –
SAM
725
Secure Asset Management
Michigan
$315K – – –
27 28
29
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