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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
526
Lenox Wealth Advisors
New York
$424K +$63.2K +625 +19%
ARMC
527
American Research & Management Company
Massachusetts
$422K – – –
MWM
528
Meridian Wealth Management
Kentucky
$418K +$400K +3,949 New
FAB
529
First American Bank
Illinois
$416K – – –
ECM
530
Evergreen Capital Management
Washington
$411K +$708 +7 +0.2%
BHTS
531
Bar Harbor Trust Services
Maine
$408K -$158K -1,562 -29%
SAM
532
Strategy Asset Managers
California
$406K -$233K -2,300 -37%
MAA
533
Matrix Asset Advisors
New York
$404K – – –
VFM
534
Vivid Financial Management
California
$404K – – –
WSTAM
535
Wilbanks Smith & Thomas Asset Management
Virginia
$404K – – –
GLA
536
Good Life Advisors
Pennsylvania
$401K +$1.92K +19 +0.5%
CAM
537
Covenant Asset Management
New Jersey
$400K – – –
SMC
538
Smith, Moore & Co
Missouri
$397K +$22K +217 +6%
TH
539
TCTC Holdings
Texas
$394K +$73.1K +722 +24%
PCIA
540
Prime Capital Investment Advisors
Kansas
$388K +$2.93K +29 +0.8%
RPC
541
Rossmore Private Capital
Connecticut
$387K -$101K -1,000 -21%
WF
542
WoodTrust Financial
Wisconsin
$385K +$13.9K +137 +4%
OAM
543
Oak Asset Management
California
$384K -$10.1K -100 -3%
SC
544
Sepio Capital
Utah
$381K – – –
SDH
545
Sloy Dahl & Holst
Washington
$381K +$360K +3,559 New
MWM
546
Modera Wealth Management
New Jersey
$379K +$202 +2 +0.1%
SA
547
Silversage Advisors
California
$378K -$5.92M -58,527 -94%
CFA
548
Carroll Financial Associates
North Carolina
$377K +$911 +9 +0.3%
UWPG
549
Ullmann Wealth Partners Group
Florida
$375K – – –
CB
550
Commerce Bank
Missouri
$371K -$33.5K -331 -9%
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