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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
UWPG
526
Ullmann Wealth Partners Group
Florida
$327K – – –
SMC
527
Smith, Moore & Co
Missouri
$326K +$11.1K +118 +3%
WKWM
528
Walter & Keenan Wealth Management
Indiana
$324K +$18.1K +192 +6%
WF
529
WoodTrust Financial
Wisconsin
$323K – – –
NL
530
NVWM LLC
Pennsylvania
$322K – – –
AF
531
Apexium Financial
Texas
$316K -$69.7K -739 -18%
HA
532
Harfst & Associates
Wyoming
$316K -$28.8K -305 -8%
EVM
533
Eaton Vance Management
Massachusetts
$316K -$23.3K -247 -7%
BDF
534
Balasa Dinverno & Foltz
$315K – – –
WCFA
535
Walkner Condon Financial Advisors
Wisconsin
$314K +$321K +3,400 New
EW
536
Evoke Wealth
California
$313K – – –
LWA
537
Lenox Wealth Advisors
New York
$312K +$64.7K +686 +25%
BFS
538
Bradley Foster & Sargent
Connecticut
$312K +$318K +3,374 New
CCT
539
Chemung Canal Trust
New York
$311K – – –
FANJ
540
Financial Architects (New Jersey)
New Jersey
$310K – – –
AAS
541
Annex Advisory Services
Wisconsin
$306K +$5.66K +60 +2%
RPG
542
Resource Planning Group
Georgia
$306K +$312K +3,313 New
TSS
543
Two Sigma Securities
New York
$305K -$444K -4,707 -59%
WIA
544
World Investment Advisors
California
$305K -$10.3K -109 -3%
GIA
545
Gladstone Institutional Advisory
Florida
$305K +$22K +233 +8%
ST
546
Smithfield Trust
Pennsylvania
$304K – – –
SFG
547
SNS Financial Group
Minnesota
$303K – – –
EP
548
Edgestream Partners
New Jersey
$301K +$307K +3,260 New
FAG
549
Financial Advisory Group
Texas
$299K -$9.43K -100 -3%
NAM
550
NTV Asset Management
West Virginia
$296K – – –
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