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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
426
Pinnacle Associates
New York
$712K +$101 +1 +0%
SFG
427
SevenBridge Financial Group
Pennsylvania
$711K -$43K -425 -6%
ASN
428
Advisory Services Network
Georgia
$700K +$46.1K +456 +7%
CFMC
429
Curbstone Financial Management Corp
New Hampshire
$694K – – –
CA
430
Cambridge Advisors
Nebraska
$692K – – –
CCM
431
Coldstream Capital Management
Washington
$687K +$9.11K +90 +1%
JWBC
432
J.W. Burns & Co
New York
$684K +$50.7K +501 +8%
FMBTD
433
First Midwest Bank Trust Division
Illinois
$683K -$5.16K -51 -0.8%
HPC
434
HM Payson & Co
Maine
$679K – – –
SBH
435
Segall Bryant & Hamill
Illinois
$675K – – –
CW
436
CreativeOne Wealth
Kansas
$670K +$230K +2,277 +56%
CWM
437
Calamos Wealth Management
Illinois
$668K – – –
IFG
438
Investors Financial Group
Minnesota
$667K +$22.3K +220 +4%
IFG
439
Independent Financial Group
California
$665K -$12.6K -125 -2%
WEC
440
Winslow Evans & Crocker
Massachusetts
$660K +$139K +1,375 +28%
KA
441
Kovack Advisors
Florida
$657K +$39K +385 +7%
CDIA
442
Capital Directions Investment Advisors
Georgia
$656K -$92.6K -915 -13%
NFG
443
Nadler Financial Group
Illinois
$650K -$25K -247 -4%
GWM
444
Greenhouse Wealth Management
Connecticut
$650K +$621K +6,138 New
RCAG
445
Rehmann Capital Advisory Group
Michigan
$648K +$5.26K +52 +0.9%
IC
446
Intersect Capital
California
$643K +$1.11K +11 +0.2%
CFO
447
Collective Family Office
Pennsylvania
$641K +$612K +6,048 New
AP
448
Appleton Partners
Massachusetts
$638K -$2.53K -25 -0.4%
SBSB
449
Sullivan, Bruyette, Speros & Blaney
Virginia
$637K +$161K +1,590 +36%
RA
450
Rodgers & Associates
Pennsylvania
$637K +$609K +6,014 New
16 17
18
19 20