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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
526
Meridian Wealth Management
Kentucky
$465K +$245 +2 +0.1%
PFM
527
Parsec Financial Management
North Carolina
$458K +$445K +3,635 New
SHWM
528
Smith & Howard Wealth Management
Georgia
$457K -$1.23K -10 -0.3%
AFG
529
Affinia Financial Group
Massachusetts
$453K – – –
SF
530
Summit Financial
New Jersey
$451K +$3.43K +28 +0.7%
VFM
531
Vivid Financial Management
California
$448K – – –
CAM
532
Covenant Asset Management
New Jersey
$444K – – –
ADL
533
Asset Dedication LLC
California
$444K +$122 +1 +0%
FANJ
534
Financial Architects (New Jersey)
New Jersey
$442K +$35.8K +292 +8%
BHTS
535
Bar Harbor Trust Services
Maine
$439K -$6.25K -51 -1%
ST
536
Smithfield Trust
Pennsylvania
$436K – – –
YIA
537
YHB Investment Advisors
Connecticut
$433K -$26.2K -214 -5%
WF
538
WoodTrust Financial
Wisconsin
$432K – – –
MCM
539
Magnolia Capital Management
New York
$430K -$678K -5,535 -60%
RPC
540
Rossmore Private Capital
Connecticut
$430K – – –
CIAS
541
Capital Investment Advisory Services
North Carolina
$429K – – –
AIM
542
Acropolis Investment Management
Missouri
$428K -$29.6K -242 -6%
CFG
543
Citizens Financial Group
Rhode Island
$428K – – –
IWP
544
Icon Wealth Partners
Texas
$422K -$122 -1 -0%
CSIC
545
Clifford Swan Investment Counsel
California
$422K +$36.7K +300 +10%
DFA
546
DHJJ Financial Advisors
Illinois
$421K +$26.5K +216 +6%
CI
547
Conning Inc
Connecticut
$420K -$3.1M -25,339 -88%
WSTAM
548
Wilbanks Smith & Thomas Asset Management
Virginia
$420K -$7.47K -61 -2%
VCP
549
Vista Capital Partners
Oregon
$420K – – –
JIR
550
James Investment Research
Ohio
$419K – – –
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