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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
451
Valley National Advisers
Pennsylvania
$264K – – –
HCM
452
Howland Capital Management
Massachusetts
$263K – – –
IC
453
Intersect Capital
California
$259K +$254K +2,834 New
WF
454
WealthTrust Fairport
Ohio
$256K -$19.7K -220 -7%
CDH
455
Charles D. Hyman
$253K +$896 +10 +0.4%
MA
456
MUFG Americas
New York
$249K – – –
HCM
457
Hall Capital Management
Rhode Island
$246K – – –
PWM
458
Perigon Wealth Management
California
$246K – – –
FANJ
459
Financial Architects (New Jersey)
New Jersey
$246K +$59.2K +661 +32%
BFIM
460
Beese Fulmer Investment Management
Ohio
$245K – – –
CS
461
Comerica Securities
Michigan
$244K -$4.48K -50 -2%
WSTAM
462
Wilbanks Smith & Thomas Asset Management
Virginia
$244K +$17.7K +198 +8%
BGC
463
Blue Granite Capital
South Carolina
$240K – – –
TCM
464
Tradewinds Capital Management
Washington
$240K – – –
BFA
465
Benedict Financial Advisors
Georgia
$237K -$73.1K -816 -24%
IFAM
466
Institutional & Family Asset Management
Colorado
$237K +$269 +3 +0.1%
HCM
467
HMS Capital Management
Tennessee
$237K +$3.67K +41 +2%
MWAC
468
Mariner Wealth Advisors (Cincinnati)
Ohio
$230K +$226K +2,521 New
GAG
469
GM Advisory Group
New York
$229K -$242K -2,706 -52%
RE
470
RBC Europe
United Kingdom
$229K +$225K +2,507 New
NPF
471
Norris Perne & French
Michigan
$228K – – –
SFWA
472
Summit Financial Wealth Advisors
Louisiana
$222K -$11.6K -130 -5%
NB
473
Nicolet Bankshares
Wisconsin
$220K -$138K -1,542 -39%
RWM
474
RKL Wealth Management
Pennsylvania
$219K +$215K +2,405 New
RCWMU
475
Rothschild & Co Wealth Management (UK)
United Kingdom
$216K -$2.96K -33 -1%
17 18
19
20 21