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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
476
Strategic Financial Partners
Oregon
$450K -$1.14K -13 -0.3%
BAM
477
Blueshift Asset Management
New Jersey
$447K +$430K +4,896 New
WEC
478
Winslow Evans & Crocker
Massachusetts
$438K +$88 +1 +0%
APWA
479
Atlas Private Wealth Advisors
New Jersey
$434K +$418K +4,759 New
FWIA
480
Fort Washington Investment Advisors
Ohio
$429K -$12.7K -145 -3%
SAM
481
Sawgrass Asset Management
Florida
$427K – – –
SIC
482
Shoker Investment Counsel
Ohio
$425K +$29K +330 +8%
EWA
483
Exencial Wealth Advisors
Oklahoma
$424K -$8K -91 -2%
HFP
484
Holistic Financial Partners
Indiana
$422K -$16.8K -191 -4%
SAM
485
Sequent Asset Management
Texas
$421K – – –
SHWM
486
Smith & Howard Wealth Management
Georgia
$419K -$21.8K -248 -5%
WSTAM
487
Wilbanks Smith & Thomas Asset Management
Virginia
$418K -$156K -1,778 -28%
SG
488
StoneX Group
New York
$418K -$103K -1,176 -20%
GT
489
Glenmede Trust
Pennsylvania
$409K -$260K -2,961 -40%
TFS
490
Thoroughbred Financial Services
Tennessee
$409K -$26.4K -300 -6%
SC
491
Savant Capital
Illinois
$408K -$156K -1,780 -28%
CS
492
Comerica Securities
Michigan
$407K +$160K +1,821 +69%
SSB
493
Sandy Spring Bank
Maryland
$406K – – –
AFA
494
Atlanta Financial Associates
Georgia
$404K -$15.1K -172 -4%
CCFCSB
495
Cape Cod Five Cents Savings Bank
Massachusetts
$401K -$50.5K -575 -12%
HCM
496
Hengehold Capital Management
Ohio
$401K -$879 -10 -0.2%
FCA
497
FLC Capital Advisors
California
$400K – – –
AIM
498
Acropolis Investment Management
Missouri
$394K – – –
PCM
499
Pennsylvania Capital Management
Pennsylvania
$386K +$372K +4,230 New
PP
500
Professional Planning
California
$386K +$372K +4,230 New
18 19
20
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