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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
501
Apexium Financial
Texas
$379K -$65.7K -747 -15%
MWP
502
MYCIO Wealth Partners
Pennsylvania
$378K -$3.08K -35 -0.8%
CAI
503
Capital Advisors Inc
Oklahoma
$372K -$82.6K -940 -19%
CAM
504
Covenant Asset Management
New Jersey
$372K – – –
GI
505
GAMCO Investors
Connecticut
$368K – – –
RWA
506
River Wealth Advisors
Pennsylvania
$368K +$35K +398 +11%
TCPWM
507
Traverso Chambers Private Wealth Management
California
$366K – – –
MCCP
508
Mission Creek Capital Partners
California
$366K +$352 +4 +0.1%
SBSB
509
Sullivan, Bruyette, Speros & Blaney
Virginia
$364K – – –
CW
510
CreativeOne Wealth
Kansas
$362K +$348K +3,962 New
WCM
511
WealthBridge Capital Management
Ohio
$359K -$5.27K -60 -2%
DI
512
DFPG Investments
Utah
$359K -$4.39K -50 -1%
OAM
513
Oak Asset Management
California
$358K – – –
HH
514
Hilltop Holdings
Texas
$355K +$342K +3,893 New
CAG
515
Csenge Advisory Group
Florida
$355K +$342K +3,896 New
CB
516
Commerce Bank
Missouri
$350K -$35.1K -399 -9%
VFM
517
Vivid Financial Management
California
$348K – – –
MAA
518
Matrix Asset Advisors
New York
$347K +$31.2K +355 +10%
FAB
519
First American Bank
Illinois
$345K -$1.38M -15,695 -81%
SWM
520
Southern Wealth Management
Texas
$345K -$8.53K -97 -2%
CL
521
CPWM LLC
Washington
$343K -$72.8K -828 -18%
HA
522
Harfst & Associates
Wyoming
$340K – – –
RIA
523
Realta Investment Advisors
Delaware
$337K +$51.2K +582 +19%
CA
524
Calton & Associates
Florida
$336K +$5.89K +67 +2%
WIA
525
World Investment Advisors
California
$335K -$12.1K -138 -4%
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