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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
501
Citizens Financial Group
Rhode Island
$467K +$205K +2,027 +85%
CCFCSB
502
Cape Cod Five Cents Savings Bank
Massachusetts
$466K – – –
CST
503
Charles Schwab Trust
Nevada
$464K +$444K +4,384 New
FCA
504
FLC Capital Advisors
California
$462K – – –
AIM
505
Acropolis Investment Management
Missouri
$458K – – –
SWM
506
SeaCrest Wealth Management
New York
$457K +$1.21K +12 +0.3%
WCM
507
WealthBridge Capital Management
Ohio
$454K +$15.2K +150 +4%
ZIC
508
ZWJ Investment Counsel
Georgia
$454K +$433K +4,284 New
APWA
509
Atlas Private Wealth Advisors
New Jersey
$452K -$31.4K -310 -7%
ADL
510
Asset Dedication LLC
California
$452K +$101 +1 +0%
RIA
511
Realta Investment Advisors
Delaware
$447K +$10.8K +107 +3%
BDFN
512
Bond & Devick Financial Network
Minnesota
$444K +$424K +4,195 New
BFA
513
Beaumont Financial Advisors
Massachusetts
$442K -$145K -1,430 -26%
CAI
514
Capital Advisors Inc
Oklahoma
$441K +$24.6K +243 +6%
TFS
515
Thoroughbred Financial Services
Tennessee
$440K +$911 +9 +0.2%
CL
516
CPWM LLC
Washington
$436K +$46.3K +458 +13%
RWA
517
River Wealth Advisors
Pennsylvania
$427K – – –
CIAS
518
Capital Investment Advisory Services
North Carolina
$426K -$70.8K -700 -15%
JIR
519
James Investment Research
Ohio
$426K -$27.8K -275 -6%
MCCP
520
Mission Creek Capital Partners
California
$426K +$506 +5 +0.1%
TCPWM
521
Traverso Chambers Private Wealth Management
California
$425K – – –
SC
522
Savant Capital
Illinois
$424K -$27.3K -270 -6%
LWA
523
Lenox Wealth Advisors
New York
$424K +$63.2K +625 +19%
ARMC
524
American Research & Management Company
Massachusetts
$422K – – –
MWM
525
Meridian Wealth Management
Kentucky
$418K +$400K +3,949 New
19 20
21
22 23