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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
526
Clear Creek Financial Management
Washington
$307K +$305K +3,052 New
SI
527
Stephens Inc
Arkansas
$306K +$1.9K +19 +0.6%
BCP
528
Blue Chip Partners
Michigan
$304K +$1.8K +18 +0.6%
BPC
529
Banque Pictet & Cie
Switzerland
$303K – – –
PNAA
530
Pictet North America Advisors
Switzerland
$303K – – –
HSA
531
HBK Sorce Advisory
Pennsylvania
$303K +$1.2K +12 +0.4%
PCIA
532
Prime Capital Investment Advisors
Kansas
$303K +$200K +2,001 +200%
CAM
533
Cresset Asset Management
Illinois
$302K -$300K -2,996 -50%
FA
534
Fagan Associates
New York
$302K -$38.9K -389 -11%
WCG
535
Wall Capital Group
Arizona
$302K – – –
GAG
536
GM Advisory Group
New York
$298K -$29.6K -296 -9%
IFWM
537
Institute for Wealth Management
Colorado
$297K +$7.9K +79 +3%
PAS
538
Partnervest Advisory Services
California
$293K +$1.1K +11 +0.4%
CDH
539
Charles D. Hyman
$292K +$1.1K +11 +0.4%
SAM
540
Summit Asset Management
Tennessee
$291K – – –
TWM
541
Tolleson Wealth Management
Texas
$291K – – –
FFBTD
542
First Financial Bank - Trust Division
Ohio
$290K -$100K -1,000 -26%
W
543
WealthOne
New York
$288K +$1.2K +12 +0.4%
APC
544
Aspire Private Capital
North Carolina
$287K +$123K +1,229 +76%
BHB
545
Bank Hapoalim BM
Israel
$286K -$6.3K -63 -2%
JCM
546
Janney Capital Management
Pennsylvania
$281K +$11.6K +116 +4%
PP
547
Palladium Partners
Virginia
$278K +$276K +2,756 New
TI
548
Truepoint Inc
Ohio
$277K -$69.4K -694 -20%
MRC
549
Millburn Ridgefield Corp
New York
$276K -$38.7K -387 -12%
PP
550
Patten & Patten
Tennessee
$276K – – –
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