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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
401
Lourd Capital
California
$401K +$397K +4,097 New
LPC
402
Loeb Partners Corp
New York
$392K -$485K -5,000 -56%
TH
403
TCTC Holdings
Texas
$392K – – –
BWM
404
Brickley Wealth Management
California
$392K +$388K +4,000 New
NIA
405
Northstar Investment Advisors
Colorado
$387K -$46K -475 -11%
AIP
406
Almanack Investment Partners
Pennsylvania
$386K -$123K -1,264 -24%
ADL
407
Asset Dedication LLC
California
$385K -$6.49K -67 -2%
CAM
408
Covenant Asset Management
New Jersey
$385K – – –
LWA
409
Lenox Wealth Advisors
New York
$383K – – –
FFBTD
410
First Financial Bank - Trust Division
Ohio
$380K -$3.97K -41 -1%
BCA
411
Bray Capital Advisors
Florida
$373K -$33.9K -350 -8%
KWMG
412
King Wealth Management Group
Florida
$372K -$24.8K -256 -6%
EWM
413
Empirical Wealth Management
Washington
$372K +$45.6K +471 +14%
CFA
414
Carroll Financial Associates
North Carolina
$371K +$291 +3 +0.1%
BO
415
Bank OZK
Arkansas
$370K +$36K +371 +11%
S
416
SignatureFD
Georgia
$369K +$388 +4 +0.1%
MWM
417
Mission Wealth Management
California
$366K – – –
VNA
418
Valley National Advisers
Pennsylvania
$365K +$48.7K +502 +16%
FAB
419
First American Bank
Illinois
$362K +$358K +3,694 New
WWM
420
Windsor Wealth Management
Indiana
$359K – – –
WF
421
WoodTrust Financial
Wisconsin
$357K -$1.94K -20 -0.5%
EWA
422
Exencial Wealth Advisors
Oklahoma
$354K -$17.9K -185 -5%
CCM
423
Coldstream Capital Management
Washington
$354K -$9.69K -100 -3%
FA
424
FDx Advisors
Illinois
$351K -$3.09M -31,922 -90%
IGGA
425
Iron Gate Global Advisors
Utah
$347K -$24.2K -250 -7%
15 16
17
18 19