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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
876
Avidian Wealth Enterprises
Texas
$268K +$48.7K +362 +22%
CGA
877
Crescent Grove Advisors
Illinois
$268K – – –
CFO
878
Collective Family Office
Pennsylvania
$264K – – –
TLA
879
Tanglewood Legacy Advisors
Texas
$263K +$5.92K +44 +2%
QCM
880
QRG Capital Management
Illinois
$263K -$65.9K -490 -20%
KPWG
881
KFA Private Wealth Group
Virginia
$262K +$538 +4 +0.2%
SXL
882
Summit X LLC
Missouri
$262K +$10.4K +77 +4%
PAI
883
Pittenger & Anderson Inc
Nebraska
$262K – – –
PL
884
Plancorp LLC
Missouri
$261K +$1.48K +11 +0.6%
CBTWT
885
Community Bank & Trust (Waco, Texas)
Texas
$260K – – –
FIA
886
Foundations Investment Advisors
Arizona
$260K +$257K +1,913 New
FF
887
Friday Financial
Iowa
$259K – – –
ESB
888
Essex Savings Bank
Connecticut
$258K – – –
HCM
889
Hall Capital Management
Rhode Island
$258K – – –
PPA
890
Pacific Point Advisors
California
$257K – – –
ONSWM
891
Old North State Wealth Management
North Carolina
$257K +$1.75K +13 +0.7%
WF
892
WoodTrust Financial
Wisconsin
$257K – – –
MFGM
893
Marshall Financial Group (Maryland)
Maryland
$256K -$21.5K -160 -8%
WB
894
Webster Bank
Connecticut
$255K – – –
RIL
895
Rothschild Investment LLC
Illinois
$255K +$34.3K +255 +16%
GWSG
896
GPS Wealth Strategies Group
Colorado
$254K +$32.7K +243 +15%
PIM
897
Penobscot Investment Management
Massachusetts
$254K +$269 +2 +0.1%
BOPW
898
Brandywine Oak Private Wealth
Pennsylvania
$253K – – –
WAM
899
Worth Asset Management
Texas
$252K +$5.11K +38 +2%
CWS
900
Cypress Wealth Services
California
$251K +$269 +2 +0.1%
34 35
36
37 38