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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMAG
376
Pinnacle Wealth Management Advisory Group
New Jersey
$480K – – –
WP
377
WMS Partners
Maryland
$474K -$51.4K -550 -10%
CCFCSB
378
Cape Cod Five Cents Savings Bank
Massachusetts
$474K – – –
ACP
379
Ashfield Capital Partners
California
$474K +$9.35K +100 +2%
UR
380
USCA RIA
Texas
$472K -$30.8K -330 -6%
BRWA
381
B. Riley Wealth Advisors
Florida
$465K +$76.7K +821 +19%
UBG
382
United Bank (Georgia)
Georgia
$463K -$7.01K -75 -1%
EDRH
383
Edmond de Rothschild Holding
Switzerland
$461K -$240K -2,570 -34%
HA
384
Harfst & Associates
Wyoming
$459K -$10.6M -113,685 -96%
KJWM
385
Kiley Juergens Wealth Management
Washington
$456K – – –
PAM
386
Peak Asset Management
Colorado
$454K – – –
ASN
387
Advisory Services Network
Georgia
$454K +$2.15K +23 +0.5%
GIA
388
Guyasuta Investment Advisors
Pennsylvania
$452K – – –
DC
389
Derby & Company
Massachusetts
$451K -$83.7K -896 -15%
AIM
390
Acropolis Investment Management
Missouri
$441K – – –
ADL
391
Asset Dedication LLC
California
$434K – – –
SMFG
392
Sumitomo Mitsui Financial Group
Japan
$433K -$49.7K -532 -10%
OWD
393
Osborn Williams & Donohoe
Ohio
$433K +$444K +4,746 New
LIM
394
Loudon Investment Management
New Hampshire
$431K -$190K -2,028 -30%
B
395
Bailard
California
$426K +$91.1K +975 +26%
UBV
396
United Bank (Virginia)
Virginia
$424K +$435K +4,650 New
SBSB
397
Sullivan, Bruyette, Speros & Blaney
Virginia
$423K -$53.7K -575 -11%
WWMSC
398
Wagner Wealth Management (South Carolina)
South Carolina
$423K – – –
WAP
399
Wealthcare Advisory Partners
Pennsylvania
$422K +$52.2K +559 +14%
EWM
400
Evercore Wealth Management
New York
$421K -$74.8K -800 -15%
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16
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