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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
476
Empirical Wealth Management
Washington
$308K – – –
FF
477
Friedenthal Financial
New Jersey
$308K – – –
IC
478
Intersect Capital
California
$308K +$40.4K +431 +15%
BCP
479
Berkeley Capital Partners
Georgia
$307K -$375 -4 -0.1%
RT
480
Reliance Trust
Georgia
$305K – – –
AAS
481
Annex Advisory Services
Wisconsin
$303K -$20.1K -215 -6%
BIAS
482
Beacon Investment Advisory Services
New Jersey
$301K -$114K -1,220 -28%
DBT
483
Dubuque Bank & Trust
Iowa
$300K -$149K -1,588 -33%
FANJ
484
Financial Architects (New Jersey)
New Jersey
$300K +$45.1K +481 +18%
WF
485
WoodTrust Financial
Wisconsin
$300K +$298K +3,178 New
SIA
486
SeaBridge Investment Advisors
New Jersey
$299K -$6.09K -65 -2%
BO
487
Bank OZK
Arkansas
$296K +$293K +3,132 New
BCP
488
Blue Chip Partners
Michigan
$283K – – –
MA
489
MCF Advisors
Kentucky
$276K -$5.72K -61 -2%
SAM
490
Summit Asset Management
Tennessee
$276K – – –
VNA
491
Valley National Advisers
Pennsylvania
$274K – – –
HCM
492
HMS Capital Management
Tennessee
$272K +$26.5K +283 +11%
HCM
493
Howland Capital Management
Massachusetts
$271K -$937 -10 -0.3%
AWM
494
AE Wealth Management
Kansas
$271K +$269K +2,869 New
CDH
495
Charles D. Hyman
$267K +$5.06K +54 +2%
WCAMG
496
Woodard & Company Asset Management Group
North Carolina
$266K +$264K +2,820 New
GC
497
Grimes & Company
Massachusetts
$265K -$43.8K -467 -14%
PWM
498
Perigon Wealth Management
California
$264K +$9.09K +97 +4%
WI
499
Wintrust Investments
Illinois
$260K -$56.2K -600 -18%
GTAM
500
Global Trust Asset Management
Florida
$258K +$256K +2,731 New
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