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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
ASBI
401
American State Bank (Iowa)
Iowa
$907K – – –
CFMC
402
Curbstone Financial Management Corp
New Hampshire
$905K +$18.5K +150 +2%
BHWM
403
Bar Harbor Wealth Management
New Hampshire
$900K -$12.4K -100 -1%
PWG
404
Private Wealth Group
Florida
$899K +$224K +1,815 +33%
AL
405
Aspiriant LLC
California
$893K – – –
CAG
406
Csenge Advisory Group
Florida
$893K +$897K +7,259 New
LA
407
LexAurum Advisors
Kansas
$891K -$47.3K -383 -5%
SWA
408
Stratos Wealth Advisors
Ohio
$891K +$22.1K +179 +3%
CIAS
409
CBIZ Investment Advisory Services
Ohio
$889K – – –
ASN
410
Advisory Services Network
Georgia
$887K +$65.7K +532 +8%
LDB
411
Lee, Danner & Bass
Tennessee
$880K – – –
PCMC
412
Private Capital Management (Colorado)
Colorado
$880K +$10.8K +87 +1%
PCIA
413
Prime Capital Investment Advisors
Kansas
$880K +$215K +1,740 +32%
MMPW
414
Mitchell McLeod Pugh & Williams
Alabama
$878K – – –
PBO
415
Peoples Bank (Ohio)
Ohio
$871K -$7.42K -60 -0.8%
PA
416
Pinnacle Associates
New York
$870K +$48.8K +395 +6%
EIP
417
Ellis Investment Partners
Pennsylvania
$866K +$865 +7 +0.1%
CL
418
CPWM LLC
Washington
$863K -$20.1K -163 -2%
DADC
419
D.A. Davidson & Co
Montana
$857K +$53.5K +433 +7%
MPM
420
Meritage Portfolio Management
Kansas
$856K -$185K -1,500 -18%
FWCM
421
Ferguson Wellman Capital Management
Oregon
$851K +$26K +210 +3%
IFG
422
Independent Financial Group
California
$848K +$48K +388 +6%
HWA
423
HHM Wealth Advisors
Tennessee
$843K – – –
AP
424
Adero Partners
California
$841K – – –
ARC
425
Advisor Resource Council
Texas
$837K +$846K +6,844 New
15 16
17
18 19