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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
526
Valeo Financial Advisors
Indiana
$513K +$74.9K +606 +17%
TFS
527
Thoroughbred Financial Services
Tennessee
$512K – – –
BFA
528
Beaumont Financial Advisors
Massachusetts
$510K – – –
GSEP
529
Golden State Equity Partners
California
$506K +$512K +4,139 New
GG
530
Gofen & Glossberg
Illinois
$501K +$250K +2,019 +97%
MAA
531
Matrix Asset Advisors
New York
$496K +$30.3K +245 +6%
WCM
532
WealthBridge Capital Management
Ohio
$495K +$19.8K +160 +4%
RWA
533
River Wealth Advisors
Pennsylvania
$494K +$989 +8 +0.2%
FAB
534
First American Bank
Illinois
$493K +$13.3K +108 +3%
W
535
WealthOne
New York
$493K +$499K +4,034 New
AIM
536
Acropolis Investment Management
Missouri
$491K -$9.89K -80 -2%
APWA
537
Atlas Private Wealth Advisors
New Jersey
$490K -$34K -275 -6%
TCPWM
538
Traverso Chambers Private Wealth Management
California
$490K – – –
ARMC
539
American Research & Management Company
Massachusetts
$487K – – –
MWM
540
Meridian Wealth Management
Kentucky
$483K +$124 +1 +0%
WAS
541
Wealth Advisory Solutions
Indiana
$481K +$486K +3,934 New
SHWM
542
Smith & Howard Wealth Management
Georgia
$477K -$40.5K -328 -8%
YIA
543
YHB Investment Advisors
Connecticut
$477K +$64.8K +524 +16%
ECM
544
Evergreen Capital Management
Washington
$476K +$618 +5 +0.1%
GLA
545
Good Life Advisors
Pennsylvania
$474K +$1.98K +16 +0.4%
EVM
546
Eaton Vance Management
Massachusetts
$468K -$1.05M -8,505 -69%
VFM
547
Vivid Financial Management
California
$466K – – –
SF
548
Summit Financial
New Jersey
$466K +$2.84K +23 +0.6%
GC
549
Gratus Capital
Georgia
$464K +$136K +1,100 +41%
BHTS
550
Bar Harbor Trust Services
Maine
$462K -$3.09K -25 -0.7%
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