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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
526
Carson Advisory
Georgia
$769K +$1.76K +14 +0.2%
MAM
527
MWA Asset Management
Massachusetts
$768K +$8.28K +66 +1%
S
528
SignatureFD
Georgia
$764K -$13.3K -106 -2%
CCM
529
Coldstream Capital Management
Washington
$758K -$28.4K -226 -4%
PPP
530
Private Portfolio Partners
New Jersey
$753K +$4.26K +34 +0.6%
GIA
531
Guyasuta Investment Advisors
Pennsylvania
$753K – – –
KL
532
KWMG LLC
Kansas
$751K -$18.2K -145 -2%
FHC
533
First Heartland Consultants
Missouri
$750K -$42K -335 -6%
BWM
534
Benchmark Wealth Management
Connecticut
$746K – – –
VWM
535
Venturi Wealth Management
Texas
$741K +$376 +3 +0.1%
AP
536
Appleton Partners
Massachusetts
$740K -$13.5K -108 -2%
NWA
537
Navis Wealth Advisors
New York
$739K +$52.2K +416 +8%
WS
538
Wedbush Securities
California
$736K +$67.9K +541 +11%
CCWM
539
Cassaday & Co Wealth Management
Virginia
$729K – – –
KWM
540
Kaydan Wealth Management
Michigan
$702K +$29K +231 +5%
CRC
541
Curi RMB Capital
Illinois
$701K +$389K +3,103 +139%
MWM
542
Modera Wealth Management
New Jersey
$699K -$6.27K -50 -0.9%
MPM
543
Meritage Portfolio Management
Kansas
$698K -$5.02K -40 -0.7%
GC
544
Grimes & Company
Massachusetts
$697K -$11.7K -93 -2%
PFP
545
Paragon Financial Partners
California
$696K +$114K +912 +21%
PCMC
546
Private Capital Management (Colorado)
Colorado
$692K +$1.5K +12 +0.2%
ALC
547
Alexander Labrunerie & Co
Missouri
$689K +$659K +5,255 New
RWM
548
Ritholtz Wealth Management
New York
$687K +$28.2K +225 +4%
BFA
549
Beaumont Financial Advisors
Massachusetts
$687K -$19.9K -159 -3%
PFM
550
Phillips Financial Management
Indiana
$687K -$15.4K -123 -2%
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