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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
451
Canal Capital Management
Virginia
$458K -$66.7K -667 -13%
CSIC
452
Clifford Swan Investment Counsel
California
$449K – – –
EFS
453
Essex Financial Services
Connecticut
$448K -$157K -1,570 -78%
EVM
454
Eaton Vance Management
Massachusetts
$447K +$30K +300 +7%
FCA
455
FLC Capital Advisors
California
$443K – – –
MWM
456
Mission Wealth Management
California
$433K +$55.2K +552 +15%
B
457
Bailard
California
$430K – – –
PAS
458
Park Avenue Securities
New York
$430K +$7.7K +77 +2%
CFA
459
Carroll Financial Associates
North Carolina
$424K +$20K +200 +5%
EWM
460
Empirical Wealth Management
Washington
$423K -$20.8K -208 -5%
CCP
461
Corient Capital Partners
California
$413K -$16K -160 -4%
CAM
462
Covenant Asset Management
New Jersey
$411K -$66.1K -661 -14%
TCPWM
463
Traverso Chambers Private Wealth Management
California
$407K – – –
GI
464
GAMCO Investors
Connecticut
$407K +$403K +4,035 New
OWD
465
Osborn Williams & Donohoe
Ohio
$406K -$23.3K -233 -5%
BWM
466
Brickley Wealth Management
California
$404K – – –
TH
467
TCTC Holdings
Texas
$404K +$400K +4,000 New
EWA
468
Exencial Wealth Advisors
Oklahoma
$399K -$1.6K -16 -0.4%
ADL
469
Asset Dedication LLC
California
$395K -$30K -300 -7%
LWA
470
Lenox Wealth Advisors
New York
$395K – – –
OAM
471
Oak Asset Management
California
$395K +$82.5K +825 +27%
SFG
472
SNS Financial Group
Minnesota
$393K -$31.3K -313 -7%
VSWA
473
Vontobel Swiss Wealth Advisors
Switzerland
$389K -$242K -2,419 -39%
SFA
474
Sequoia Financial Advisors
Ohio
$387K -$552K -5,523 -59%
GRP
475
Global Retirement Partners
California
$387K +$166K +1,661 +76%
17 18
19
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