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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
526
Modera Wealth Management
New Jersey
$331K +$94 +1 +0%
PWLP
527
Prio Wealth Limited Partnership
Massachusetts
$328K – – –
CFA
528
Carroll Financial Associates
North Carolina
$328K +$660 +7 +0.2%
UWPG
529
Ullmann Wealth Partners Group
Florida
$327K – – –
SMC
530
Smith, Moore & Co
Missouri
$326K +$11.1K +118 +3%
WKWM
531
Walter & Keenan Wealth Management
Indiana
$324K +$18.1K +192 +6%
WF
532
WoodTrust Financial
Wisconsin
$323K – – –
NL
533
NVWM LLC
Pennsylvania
$322K – – –
AF
534
Apexium Financial
Texas
$316K -$69.7K -739 -18%
HA
535
Harfst & Associates
Wyoming
$316K -$28.8K -305 -8%
EVM
536
Eaton Vance Management
Massachusetts
$316K -$23.3K -247 -7%
BDF
537
Balasa Dinverno & Foltz
$315K – – –
WCFA
538
Walkner Condon Financial Advisors
Wisconsin
$314K +$321K +3,400 New
EW
539
Evoke Wealth
California
$313K – – –
LWA
540
Lenox Wealth Advisors
New York
$312K +$64.7K +686 +25%
BFS
541
Bradley Foster & Sargent
Connecticut
$312K +$318K +3,374 New
CCT
542
Chemung Canal Trust
New York
$311K – – –
FANJ
543
Financial Architects (New Jersey)
New Jersey
$310K – – –
AAS
544
Annex Advisory Services
Wisconsin
$306K +$5.66K +60 +2%
RPG
545
Resource Planning Group
Georgia
$306K +$312K +3,313 New
TSS
546
Two Sigma Securities
New York
$305K -$444K -4,707 -59%
WIA
547
World Investment Advisors
California
$305K -$10.3K -109 -3%
GIA
548
Gladstone Institutional Advisory
Florida
$305K +$22K +233 +8%
ST
549
Smithfield Trust
Pennsylvania
$304K – – –
SFG
550
SNS Financial Group
Minnesota
$303K – – –
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