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State Street SPDR S&P Dividend ETF
SDY

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