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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
926
Pacific Point Advisors
California
$264K – – –
TWM
927
Thrive Wealth Management
Pennsylvania
$262K -$24.5K -176 -9%
WB
928
Webster Bank
Connecticut
$262K – – –
FTUS
929
Flow Traders U.S.
New York
$261K +$261K +1,874 New
CA
930
Carson Advisory
Georgia
$260K -$48.7K -350 -16%
GA
931
Goldstein Advisors
Wisconsin
$259K +$6.26K +45 +2%
WAM
932
Worth Asset Management
Texas
$258K – – –
WTA
933
Washington Trust Advisors
Massachusetts
$257K – – –
BOPW
934
Brandywine Oak Private Wealth
Pennsylvania
$256K -$30.8K -221 -11%
PFA
935
Pure Financial Advisors
California
$255K -$84.9K -610 -25%
BCA
936
Bay Colony Advisors
Massachusetts
$255K -$37.7K -271 -13%
SWM
937
Selby Wealth Management
California
$254K +$254K +1,827 New
WFA
938
WestHill Financial Advisors
California
$254K – – –
CCM
939
Condor Capital Management
New Jersey
$253K – – –
AA
940
Armis Advisers
Georgia
$253K +$25.9K +186 +12%
QWM
941
Quaker Wealth Management
New Jersey
$252K – – –
CFAM
942
Center For Asset Management
Florida
$252K – – –
HG
943
Harbor Group
New Hampshire
$251K +$251K +1,801 New
RB
944
Rodgers Brothers
Pennsylvania
$250K – – –
MFGM
945
Marshall Financial Group (Maryland)
Maryland
$250K -$12.5K -90 -5%
PIM
946
Penobscot Investment Management
Massachusetts
$248K -$12.9K -93 -5%
FG
947
Foster Group
Iowa
$248K – – –
5NPW
948
55 North Private Wealth
Florida
$248K +$248K +1,783 New
VVP
949
Venture Visionary Partners
Ohio
$248K -$68K -489 -22%
PPWP
950
Premier Path Wealth Partners
New Jersey
$246K -$3.76K -27 -2%
36 37
38
39 40