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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
501
Serenity Investment Advisors
Illinois
$879K -$208K -1,399 -19%
GWS
502
Glassman Wealth Services
Virginia
$876K -$28.6K -192 -3%
IF
503
Intrua Financial
Texas
$871K -$84K -564 -9%
BFPW
504
BOK Financial Private Wealth
Colorado
$870K -$98.6K -662 -10%
JWA
505
JFS Wealth Advisors
Pennsylvania
$868K +$149 +1 +0%
LSIA
506
LaSalle St. Investment Advisors
Illinois
$867K -$8.49K -57 -1%
AWG
507
Altus Wealth Group
Colorado
$867K -$427K -2,863 -33%
NWA
508
Navis Wealth Advisors
New York
$862K +$24.1K +162 +3%
SHFA
509
SC&H Financial Advisors
Maryland
$861K +$298 +2 +0%
FNBOO
510
First National Bank of Omaha
Nebraska
$861K – – –
SWA
511
Stratos Wealth Advisors
Ohio
$852K -$13.3K -89 -2%
S
512
Sunpointe
Missouri
$850K +$868K +5,826 New
CWMGO
513
Capstone Wealth Management Group (Oregon)
Oregon
$849K +$58.1K +390 +7%
GC
514
Grimes & Company
Massachusetts
$843K +$3.58K +24 +0.4%
GT
515
Glenmede Trust
Pennsylvania
$842K – – –
GIA
516
Guyasuta Investment Advisors
Pennsylvania
$841K – – –
NW
517
NewEdge Wealth
Pennsylvania
$839K +$86.4K +580 +11%
FPAS
518
Focus Partners Advisor Solutions
Missouri
$838K -$18.5K -124 -2%
PBO
519
Peoples Bank (Ohio)
Ohio
$837K -$85.8K -576 -9%
CGPCS
520
Capital Group Private Client Services
California
$833K +$4.17K +28 +0.5%
NL
521
NWAM LLC
Washington
$827K -$12.7K -85 -1%
CCA
522
Conservest Capital Advisors
Pennsylvania
$822K -$527K -3,538 -39%
HF
523
HRT Financial
New York
$815K +$832K +5,585 New
MAM
524
MWA Asset Management
Massachusetts
$815K +$22.8K +153 +3%
WS
525
Wedbush Securities
California
$813K -$21.9K -147 -3%
19 20
21
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