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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
351
Mission Wealth Management
California
$408K – – –
PP
352
Patten & Patten
Tennessee
$382K – – –
SBH
353
Segall Bryant & Hamill
Illinois
$382K +$386K +4,532 New
HSA
354
HBK Sorce Advisory
Pennsylvania
$381K -$12.5K -147 -3%
DBT
355
Dubuque Bank & Trust
Iowa
$368K – – –
CFA
356
Carroll Financial Associates
North Carolina
$364K +$58.7K +688 +19%
BFA
357
Benedict Financial Advisors
Georgia
$362K -$38K -446 -9%
GWS
358
Glassman Wealth Services
Virginia
$353K +$32.3K +379 +10%
CI
359
Cavalier Investments
Georgia
$350K – – –
IUHSA
360
Itau Unibanco Holding S.A.
Brazil
$350K +$355K +4,170 New
ACP
361
Ashfield Capital Partners
California
$349K +$352K +4,134 New
MA
362
MUFG Americas
New York
$348K +$175K +2,050 +99%
KWMG
363
King Wealth Management Group
Florida
$344K – – –
NG
364
NatWest Group
United Kingdom
$343K -$65.6K -770 -16%
RIA
365
Regal Investment Advisors
Michigan
$343K +$17.1K +200 +5%
PWLP
366
Prio Wealth Limited Partnership
Massachusetts
$341K – – –
AIM
367
Acropolis Investment Management
Missouri
$337K – – –
TH
368
TCTC Holdings
Texas
$337K – – –
VNA
369
Valley National Advisers
Pennsylvania
$329K -$253K -2,973 -43%
CL
370
CPWM LLC
Washington
$327K +$1.79K +21 +0.5%
VWA
371
V Wealth Advisors
Kansas
$325K +$9.38K +110 +3%
RWA
372
Ropes Wealth Advisors
Massachusetts
$322K +$105K +1,236 +48%
CCM
373
Coldstream Capital Management
Washington
$321K -$95.5K -1,120 -23%
CB
374
Commerce Bank
Missouri
$321K +$102K +1,191 +46%
ASN
375
Advisory Services Network
Georgia
$315K -$2.98K -35 -0.9%
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