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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
KPAG
451
KLS Professional Advisors Group
New York
$408K – – –
TF
452
TimeScale Financial
Massachusetts
$408K +$430K +4,556 New
HC
453
Hourglass Capital
Texas
$407K – – –
WP
454
WMS Partners
Maryland
$402K +$4.71K +50 +1%
NIA
455
Northstar Investment Advisors
Colorado
$401K +$49.5K +525 +13%
AI
456
Atria Investments
North Carolina
$400K -$245K -2,595 -37%
CSIC
457
Clifford Swan Investment Counsel
California
$398K -$172K -1,825 -29%
CCFCSB
458
Cape Cod Five Cents Savings Bank
Massachusetts
$394K – – –
PWM
459
Patriot Wealth Management
Texas
$394K – – –
NSG
460
Nalls Sherbakoff Group
Tennessee
$393K +$414K +4,387 New
OWD
461
Osborn Williams & Donohoe
Ohio
$391K -$40.2K -426 -9%
FCA
462
FLC Capital Advisors
California
$390K +$411K +4,357 New
SBSB
463
Sullivan, Bruyette, Speros & Blaney
Virginia
$388K -$14.4K -153 -3%
B
464
Bailard
California
$387K +$6.13K +65 +2%
EWM
465
Empirical Wealth Management
Washington
$386K +$48.5K +514 +14%
F
466
F3Logic
Minnesota
$386K +$406K +4,303 New
CAM
467
Covenant Asset Management
New Jersey
$385K – – –
AFP
468
Ausdal Financial Partners
Iowa
$383K -$823K -8,727 -67%
CFA
469
Carroll Financial Associates
North Carolina
$382K +$42K +445 +12%
VWA
470
V Wealth Advisors
Kansas
$381K +$171K +1,817 +76%
ADL
471
Asset Dedication LLC
California
$379K +$28.3K +300 +8%
SFG
472
SNS Financial Group
Minnesota
$377K -$18.9K -200 -5%
HA
473
Harfst & Associates
Wyoming
$374K – – –
EVM
474
Eaton Vance Management
Massachusetts
$369K – – –
LC
475
Lourd Capital
California
$367K – – –
17 18
19
20 21