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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
526
Beaumont Financial Advisors
Massachusetts
$492K – – –
SC
527
Savant Capital
Illinois
$489K +$16K +143 +4%
MFG
528
Merit Financial Group
Georgia
$487K -$76.8K -685 -14%
AIM
529
Acropolis Investment Management
Missouri
$484K -$25.2K -225 -5%
BDFN
530
Bond & Devick Financial Network
Minnesota
$479K -$15.7K -140 -3%
RWA
531
River Wealth Advisors
Pennsylvania
$476K – – –
TCPWM
532
Traverso Chambers Private Wealth Management
California
$473K – – –
ARMC
533
American Research & Management Company
Massachusetts
$470K – – –
MWM
534
Meridian Wealth Management
Kentucky
$466K +$224 +2 +0.1%
GIA
535
Gladstone Institutional Advisory
Florida
$466K +$72.3K +645 +20%
EWA
536
Exencial Wealth Advisors
Oklahoma
$463K -$335K -2,992 -43%
FAB
537
First American Bank
Illinois
$463K – – –
WCM
538
WealthBridge Capital Management
Ohio
$459K -$44.8K -400 -9%
ECM
539
Evergreen Capital Management
Washington
$459K +$448 +4 +0.1%
SFS
540
Sowell Financial Services
Arkansas
$457K +$141K +1,261 +54%
GLA
541
Good Life Advisors
Pennsylvania
$455K +$7.4K +66 +2%
MAA
542
Matrix Asset Advisors
New York
$450K – – –
VFM
543
Vivid Financial Management
California
$450K – – –
FFN
544
Focus Financial Network
Minnesota
$450K -$1.33M -11,851 -76%
BHTS
545
Bar Harbor Trust Services
Maine
$449K -$5.27K -47 -1%
SF
546
Summit Financial
New Jersey
$447K +$68.7K +613 +19%
CAM
547
Covenant Asset Management
New Jersey
$446K – – –
CIAS
548
Capital Investment Advisory Services
North Carolina
$445K -$28K -250 -6%
ADL
549
Asset Dedication LLC
California
$444K -$56.4K -503 -12%
SAM
550
Strategy Asset Managers
California
$440K -$11.2K -100 -3%
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