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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
401
Crestwood Advisors Group
Massachusetts
$261K -$91K -1,067 -26%
SCA
402
Stonebridge Capital Advisors
Minnesota
$261K – – –
HCM
403
Howland Capital Management
Massachusetts
$260K – – –
SAM
404
Summit Asset Management
Tennessee
$259K – – –
GC
405
Garde Capital
Washington
$255K – – –
WF
406
WealthTrust Fairport
Ohio
$253K -$40.3K -473 -14%
BCP
407
Blue Chip Partners
Michigan
$252K – – –
SNT
408
Security National Trust
West Virginia
$244K – – –
BFA
409
Bragg Financial Advisors
North Carolina
$244K +$9.63K +113 +4%
FIM
410
Freedom Investment Management
Connecticut
$242K -$2.13K -25 -0.9%
DADC
411
D.A. Davidson & Co
Montana
$240K +$150K +1,756 +161%
JFA
412
JNBA Financial Advisors
Minnesota
$238K -$79.8K -936 -25%
S
413
SignatureFD
Georgia
$238K +$121K +1,418 +101%
AF
414
Alerus Financial
North Dakota
$235K +$238K +2,789 New
CA
415
Capital Advantage
California
$234K +$15.9K +187 +7%
RMAM
416
Raab & Moskowitz Asset Management
New Jersey
$233K +$236K +2,768 New
NA
417
Nottingham Advisors
New York
$231K -$102K -1,200 -30%
KF
418
Krilogy Financial
Missouri
$230K -$371K -4,348 -61%
BFIM
419
Beese Fulmer Investment Management
Ohio
$227K – – –
SFWA
420
Summit Financial Wealth Advisors
Louisiana
$225K -$16.6K -195 -7%
OC
421
Oarsman Capital
Wisconsin
$225K -$13.2K -155 -5%
SIG
422
Stanford Investment Group
California
$223K – – –
SSWM
423
Smith Salley Wealth Management
North Carolina
$222K – – –
OWD
424
Osborn Williams & Donohoe
Ohio
$219K – – –
HCM
425
HMS Capital Management
Tennessee
$219K +$221K +2,594 New
15 16
17
18 19