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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
426
Adero Partners
California
$728K – – –
VAG
427
VisionPoint Advisory Group
Texas
$728K +$695K +6,872 New
BWM
428
Benchmark Wealth Management
Connecticut
$712K – – –
PA
429
Pinnacle Associates
New York
$712K +$101 +1 +0%
SFG
430
SevenBridge Financial Group
Pennsylvania
$711K -$43K -425 -6%
ASN
431
Advisory Services Network
Georgia
$700K +$46.1K +456 +7%
CFMC
432
Curbstone Financial Management Corp
New Hampshire
$694K – – –
CA
433
Cambridge Advisors
Nebraska
$692K – – –
CCM
434
Coldstream Capital Management
Washington
$687K +$9.11K +90 +1%
JWBC
435
J.W. Burns & Co
New York
$684K +$50.7K +501 +8%
FMBTD
436
First Midwest Bank Trust Division
Illinois
$683K -$5.16K -51 -0.8%
HPC
437
HM Payson & Co
Maine
$679K – – –
SBH
438
Segall Bryant & Hamill
Illinois
$675K – – –
CW
439
CreativeOne Wealth
Kansas
$670K +$230K +2,277 +56%
CWM
440
Calamos Wealth Management
Illinois
$668K – – –
IFG
441
Investors Financial Group
Minnesota
$667K +$22.3K +220 +4%
IFG
442
Independent Financial Group
California
$665K -$12.6K -125 -2%
WEC
443
Winslow Evans & Crocker
Massachusetts
$660K +$139K +1,375 +28%
KA
444
Kovack Advisors
Florida
$657K +$39K +385 +7%
CDIA
445
Capital Directions Investment Advisors
Georgia
$656K -$92.6K -915 -13%
NFG
446
Nadler Financial Group
Illinois
$650K -$25K -247 -4%
GWM
447
Greenhouse Wealth Management
Connecticut
$650K +$621K +6,138 New
RCAG
448
Rehmann Capital Advisory Group
Michigan
$648K +$5.26K +52 +0.9%
IC
449
Intersect Capital
California
$643K +$1.11K +11 +0.2%
CFO
450
Collective Family Office
Pennsylvania
$641K +$612K +6,048 New
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