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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
926
Regal Investment Advisors
Michigan
$216K -$46.7K -372 -18%
WAG
927
Wallace Advisory Group
California
$214K -$13.2K -105 -6%
BA
928
Ballast Advisors
Minnesota
$213K – – –
UFA
929
US Financial Advisors
Massachusetts
$213K +$204K +1,626 New
RIL
930
Rothschild Investment LLC
Illinois
$213K – – –
PCA
931
Prosperity Capital Advisors
Ohio
$213K +$204K +1,623 New
SWMG
932
Signature Wealth Management Group
Georgia
$213K – – –
PGAM
933
Princeton Global Asset Management
New Jersey
$213K +$878 +7 +0.4%
GC
934
Gibson Capital
Pennsylvania
$213K – – –
AAM
935
Augustine Asset Management
Florida
$213K -$9.91K -79 -5%
QCG
936
Quadrant Capital Group
Ohio
$213K -$8.66K -69 -4%
MPWT
937
MassMutual Private Wealth & Trust
Connecticut
$212K -$32.5K -259 -14%
WT
938
Washington Trust
Rhode Island
$212K – – –
OGF
939
Orin Green Financial
California
$212K -$203K -1,616 Closed
BBHC
940
Brown Brothers Harriman & Co
New York
$210K – – –
FFA
941
First Foundation Advisors
California
$210K -$141K -1,125 -41%
CIA
942
Caerus Investment Advisors
Texas
$210K +$201K +1,600 New
FFWM
943
Future Financial Wealth Management
Ohio
$210K +$201K +1,600 New
MC
944
McCarthy & Cox
Ohio
$205K +$196K +1,564 New
AFS
945
AFG Fiduciary Services
Massachusetts
$204K -$95K -757 -33%
KDA
946
Kraft Davis & Associates
Missouri
$203K +$195K +1,551 New
SHA
947
Seneca House Advisors
Virginia
$203K +$194K +1,548 New
NF
948
Nvest Financial
New Hampshire
$202K -$2.49M -19,845 -93%
RCA
949
Ranch Capital Advisors
Florida
$202K -$97.5K -777 -34%
AWE
950
Avidian Wealth Enterprises
Texas
$202K +$193K +1,538 New
36 37
38
39 40