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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
401
Bar Harbor Wealth Management
New Hampshire
$648K – – –
BFEC
402
Benjamin F. Edwards & Company
Missouri
$643K -$118K -1,199 -13%
SCM
403
Smith Capital Management
Arkansas
$638K -$380K -3,850 -33%
PD
404
Planning Directions
Pennsylvania
$637K -$2.6M -26,388 -77%
CCM
405
Coldstream Capital Management
Washington
$626K +$416K +4,220 +117%
PWW
406
Pettyjohn Wood & White
Virginia
$621K +$34.5K +350 +5%
BAAM
407
Baker Avenue Asset Management
California
$619K -$29.4M -298,276 -97%
FWP
408
FAS Wealth Partners
Kansas
$615K -$105K -1,060 -12%
RMCM
409
Reynders McVeigh Capital Management
Massachusetts
$606K -$108K -1,100 -13%
RFC
410
Regions Financial Corp
Alabama
$602K -$177K -1,796 -19%
LIM
411
Loudon Investment Management
New Hampshire
$602K +$2.47K +25 +0.3%
SFG
412
SevenBridge Financial Group
Pennsylvania
$592K -$12K -122 -2%
TAM
413
Tocqueville Asset Management
New York
$590K -$34.5K -350 -5%
PPW
414
Parcion Private Wealth
Washington
$588K +$726K +7,360 New
BP
415
Ballentine Partners
Massachusetts
$579K -$343K -3,482 -32%
PTC
416
Private Trust Company
Ohio
$579K -$105K -1,065 -13%
MMPW
417
Mitchell McLeod Pugh & Williams
Alabama
$577K – – –
OR
418
Olympiad Research
Connecticut
$573K +$707K +7,173 New
MC
419
Moors & Cabot
Massachusetts
$572K -$49.2K -499 -7%
AWA
420
Arete Wealth Advisors
Illinois
$570K +$2.56K +26 +0.4%
CDIA
421
Capital Directions Investment Advisors
Georgia
$568K -$3.94K -40 -0.6%
AL
422
Aspiriant LLC
California
$559K +$43.2K +438 +7%
SI
423
Stephens Inc
Arkansas
$557K +$212K +2,145 +44%
TCBWMS
424
Texas Capital Bank Wealth Management Services
Texas
$555K -$441K -4,471 -39%
HWA
425
HHM Wealth Advisors
Tennessee
$550K -$17.9K -181 -3%
15 16
17
18 19