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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
551
Palladium Partners
Virginia
$278K +$276K +2,756 New
TI
552
Truepoint Inc
Ohio
$277K -$69.4K -694 -20%
MRC
553
Millburn Ridgefield Corp
New York
$276K -$38.7K -387 -12%
PP
554
Patten & Patten
Tennessee
$276K – – –
GC
555
Grimes & Company
Massachusetts
$274K – – –
CAN
556
Claraphi Advisory Network
United States
$274K +$17.9K +179 +7%
PAMG
557
Patton Albertson Miller Group
Tennessee
$273K +$274K +2,740 New
BP
558
BBR Partners
New York
$272K – – –
HCM
559
Hall Capital Management
Rhode Island
$272K – – –
WP
560
WealthSource Partners
California
$270K +$19.9K +199 +8%
WMG
561
WESCAP Management Group
California
$268K – – –
B
562
Bridgeworth
Alabama
$267K +$1K +10 +0.4%
VAG
563
VisionPoint Advisory Group
Texas
$266K -$97.6K -976 -27%
TCM
564
Tradewinds Capital Management
Washington
$266K – – –
IFAM
565
Institutional & Family Asset Management
Colorado
$266K +$400 +4 +0.2%
FIM
566
Frontier Investment Management
Texas
$265K -$85.1K -851 -24%
MCP
567
Martin Capital Partners
Oregon
$261K -$37.7K -377 -13%
BONST
568
Bank of Nova Scotia Trust
Ontario, Canada
$259K – – –
HWM
569
Highwater Wealth Management
Colorado
$254K – – –
BWA
570
Burt Wealth Advisors
Maryland
$253K +$34.1K +341 +16%
CIA
571
Choate Investment Advisors
Massachusetts
$252K -$139K -1,390 -36%
RMDI
572
R.M. Davis Inc
Maine
$252K +$250K +2,501 New
SWRP
573
Summit Wealth & Retirement Planning
California
$251K -$96.5K -965 -28%
EIA
574
Eldridge Investment Advisors
New Hampshire
$247K – – –
MA
575
MCF Advisors
Kentucky
$246K – – –
21 22
23
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