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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
426
Calamos Wealth Management
Illinois
$470K – – –
PWW
427
Pettyjohn Wood & White
Virginia
$467K -$3.3K -35 -0.7%
WAP
428
Wealthcare Advisory Partners
Pennsylvania
$466K -$17.8K -189 -4%
ACP
429
Ashfield Capital Partners
California
$466K -$14.1K -150 -3%
FAG
430
Financial Advisory Group
Texas
$455K -$10.4K -110 -2%
EDRH
431
Edmond de Rothschild Holding
Switzerland
$455K +$31.1K +330 +7%
AIM
432
Acropolis Investment Management
Missouri
$447K +$1.89K +20 +0.4%
GIA
433
Guyasuta Investment Advisors
Pennsylvania
$444K – – –
HCM
434
Hengehold Capital Management
Ohio
$436K -$66.4K -704 -13%
NFG
435
Nadler Financial Group
Illinois
$432K -$32.9K -349 -7%
MCP
436
Martin Capital Partners
Oregon
$431K +$193K +2,044 +74%
PCG
437
Private Capital Group
Connecticut
$427K +$221K +2,342 +96%
AWS
438
AJ Wealth Strategies
New York
$425K -$225K -2,383 -33%
AWA
439
Arete Wealth Advisors
Illinois
$425K +$136K +1,444 +44%
SAM
440
Sawgrass Asset Management
Florida
$419K -$16.5K -175 -4%
SHWM
441
Smith & Howard Wealth Management
Georgia
$419K +$30.2K +320 +7%
FLPIM
442
F.L. Putnam Investment Management
Massachusetts
$417K -$37.7K -400 -8%
SAM
443
Sequent Asset Management
Texas
$415K – – –
EWM
444
Evercore Wealth Management
New York
$413K – – –
IAA
445
Independent Advisor Alliance
North Carolina
$412K +$405K +4,290 New
KPAG
446
KLS Professional Advisors Group
New York
$408K – – –
TF
447
TimeScale Financial
Massachusetts
$408K +$430K +4,556 New
HC
448
Hourglass Capital
Texas
$407K – – –
WP
449
WMS Partners
Maryland
$402K +$4.71K +50 +1%
NIA
450
Northstar Investment Advisors
Colorado
$401K +$49.5K +525 +13%
16 17
18
19 20