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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
EVM
526
Eaton Vance Management
Massachusetts
$334K +$20.2K +230 +7%
SC
527
Sepio Capital
Utah
$328K -$17.6K -200 -5%
CSIC
528
Clifford Swan Investment Counsel
California
$327K -$72.5K -825 -19%
MWM
529
Modera Wealth Management
New Jersey
$326K +$77.9K +886 +33%
FC
530
Fulcrum Capital
Washington
$324K -$56.5K -643 -15%
SDH
531
Sloy Dahl & Holst
Washington
$324K – – –
UWPG
532
Ullmann Wealth Partners Group
Florida
$323K -$99.3K -1,130 -24%
CFA
533
Carroll Financial Associates
North Carolina
$323K -$70.5K -802 -18%
PWLP
534
Prio Wealth Limited Partnership
Massachusetts
$323K – – –
WF
535
WoodTrust Financial
Wisconsin
$319K -$486K -5,534 -61%
NL
536
NVWM LLC
Pennsylvania
$318K -$241K -2,738 -44%
AWM
537
Avior Wealth Management
Nebraska
$318K +$17.4K +198 +6%
VAG
538
VisionPoint Advisory Group
Texas
$315K +$1.67K +19 +0.6%
ECM
539
Evergreen Capital Management
Washington
$314K +$176 +2 +0.1%
VNA
540
Valley National Advisers
Pennsylvania
$314K +$967 +11 +0.3%
PFO
541
Pathstone Family Office
New Jersey
$313K -$16.1K -183 -5%
TA
542
TCG Advisors
Texas
$313K -$3.69K -42 -1%
PAS
543
Partnervest Advisory Services
California
$313K +$6.86K +78 +2%
BDF
544
Balasa Dinverno & Foltz
$311K – – –
SMC
545
Smith, Moore & Co
Missouri
$311K +$49K +558 +20%
PCIA
546
Prime Capital Investment Advisors
Kansas
$310K -$253K -2,884 -46%
EW
547
Evoke Wealth
California
$309K – – –
CCT
548
Chemung Canal Trust
New York
$307K – – –
FANJ
549
Financial Architects (New Jersey)
New Jersey
$306K – – –
FAG
550
Financial Advisory Group
Texas
$305K -$879 -10 -0.3%
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