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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
451
Atria Investments
North Carolina
$400K -$245K -2,595 -37%
CSIC
452
Clifford Swan Investment Counsel
California
$398K -$172K -1,825 -29%
CCFCSB
453
Cape Cod Five Cents Savings Bank
Massachusetts
$394K – – –
PWM
454
Patriot Wealth Management
Texas
$394K – – –
NSG
455
Nalls Sherbakoff Group
Tennessee
$393K +$414K +4,387 New
OWD
456
Osborn Williams & Donohoe
Ohio
$391K -$40.2K -426 -9%
FCA
457
FLC Capital Advisors
California
$390K +$411K +4,357 New
SBSB
458
Sullivan, Bruyette, Speros & Blaney
Virginia
$388K -$14.4K -153 -3%
B
459
Bailard
California
$387K +$6.13K +65 +2%
EWM
460
Empirical Wealth Management
Washington
$386K +$48.5K +514 +14%
F
461
F3Logic
Minnesota
$386K +$406K +4,303 New
CAM
462
Covenant Asset Management
New Jersey
$385K – – –
AFP
463
Ausdal Financial Partners
Iowa
$383K -$823K -8,727 -67%
CFA
464
Carroll Financial Associates
North Carolina
$382K +$42K +445 +12%
VWA
465
V Wealth Advisors
Kansas
$381K +$171K +1,817 +76%
ADL
466
Asset Dedication LLC
California
$379K +$28.3K +300 +8%
SFG
467
SNS Financial Group
Minnesota
$377K -$18.9K -200 -5%
HA
468
Harfst & Associates
Wyoming
$374K – – –
EVM
469
Eaton Vance Management
Massachusetts
$369K – – –
LC
470
Lourd Capital
California
$367K – – –
WCM
471
WealthBridge Capital Management
Ohio
$367K +$386K +4,095 New
CCM
472
Coldstream Capital Management
Washington
$365K +$43.6K +462 +13%
TCPWM
473
Traverso Chambers Private Wealth Management
California
$359K +$378K +4,010 New
BWM
474
Brickley Wealth Management
California
$358K – – –
LPC
475
Loeb Partners Corp
New York
$358K – – –
17 18
19
20 21