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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
UR
476
USCA RIA
Texas
$417K -$699K -7,409 -62%
SWM
477
Southern Wealth Management
Texas
$417K +$68.6K +727 +19%
SIC
478
Shoker Investment Counsel
Ohio
$410K -$20.7K -220 -5%
HCM
479
Hengehold Capital Management
Ohio
$410K +$4.71K +50 +1%
SBSB
480
Sullivan, Bruyette, Speros & Blaney
Virginia
$409K +$40.6K +430 +11%
CCFCSB
481
Cape Cod Five Cents Savings Bank
Massachusetts
$407K – – –
GT
482
Glenmede Trust
Pennsylvania
$405K -$9.43K -100 -2%
AWA
483
Arete Wealth Advisors
Illinois
$403K -$270K -2,863 -40%
HH
484
Hilltop Holdings
Texas
$402K +$43.3K +459 +12%
AIM
485
Acropolis Investment Management
Missouri
$399K – – –
SFP
486
Strategic Financial Partners
Oregon
$398K -$59.7K -633 -13%
JIR
487
James Investment Research
Ohio
$397K -$1.17M -12,364 -74%
SWM
488
SeaCrest Wealth Management
New York
$397K -$119K -1,266 -23%
ADL
489
Asset Dedication LLC
California
$395K -$194K -2,058 -33%
SC
490
Savant Capital
Illinois
$394K -$19.6K -208 -5%
MWP
491
MYCIO Wealth Partners
Pennsylvania
$386K +$3.02K +32 +0.8%
EWA
492
Exencial Wealth Advisors
Oklahoma
$384K -$46.1K -489 -11%
TFS
493
Thoroughbred Financial Services
Tennessee
$383K -$32.3K -342 -8%
WCM
494
WealthBridge Capital Management
Ohio
$382K +$18.9K +200 +5%
WI
495
WBI Investments
New Jersey
$381K +$389K +4,120 New
RIA
496
Realta Investment Advisors
Delaware
$380K +$39.3K +417 +11%
DI
497
DFPG Investments
Utah
$374K -$6.88K -73 -2%
CW
498
CreativeOne Wealth
Kansas
$374K +$8.11K +86 +2%
GI
499
GAMCO Investors
Connecticut
$373K – – –
RWA
500
River Wealth Advisors
Pennsylvania
$373K – – –
18 19
20
21 22