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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
MMPW
401
Mitchell McLeod Pugh & Williams
Alabama
$654K -$2.55K -27 -0.4%
IWA
402
Intercontinental Wealth Advisors
Texas
$650K +$5K +53 +0.8%
IAIM
403
International Assets Investment Management
Florida
$646K +$2.92K +31 +0.4%
CCM
404
Canal Capital Management
Virginia
$640K -$1.12M -11,915 -63%
RG
405
Rikoon Group
New Mexico
$638K -$149K -1,578 -19%
HWA
406
HHM Wealth Advisors
Tennessee
$637K – – –
AP
407
Adero Partners
California
$635K – – –
BWM
408
Benchmark Wealth Management
Connecticut
$621K – – –
PA
409
Pinnacle Associates
New York
$621K +$189 +2 +0%
UBV
410
United Bank (Virginia)
Virginia
$616K -$1.54M -16,340 -71%
HC
411
Hourglass Capital
Texas
$614K -$58.5K -620 -9%
CFMC
412
Curbstone Financial Management Corp
New Hampshire
$605K -$9.43K -100 -2%
CA
413
Cambridge Advisors
Nebraska
$603K – – –
FMBTD
414
First Midwest Bank Trust Division
Illinois
$600K – – –
SWA
415
Stratos Wealth Advisors
Ohio
$594K -$35.5K -376 -6%
HPC
416
HM Payson & Co
Maine
$592K +$534K +5,659 +755%
IFG
417
Independent Financial Group
California
$592K -$77.4K -821 -11%
CCM
418
Coldstream Capital Management
Washington
$591K +$3.02K +32 +0.5%
NFG
419
Nadler Financial Group
Illinois
$590K +$32K +339 +6%
SBH
420
Segall Bryant & Hamill
Illinois
$588K +$87.4K +927 +17%
FHC
421
First Heartland Consultants
Missouri
$586K +$8.96K +95 +2%
CWM
422
Calamos Wealth Management
Illinois
$583K – – –
MC
423
Moors & Cabot
Massachusetts
$577K -$67.9K -720 -10%
QCM
424
Quest Capital Management
Texas
$571K +$71.1K +754 +14%
ASN
425
Advisory Services Network
Georgia
$568K +$8.77K +93 +2%
15 16
17
18 19