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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
551
Grimes & Company
Massachusetts
$274K – – –
CAN
552
Claraphi Advisory Network
United States
$274K +$17.9K +179 +7%
PAMG
553
Patton Albertson Miller Group
Tennessee
$273K +$274K +2,740 New
BP
554
BBR Partners
New York
$272K – – –
HCM
555
Hall Capital Management
Rhode Island
$272K – – –
WP
556
WealthSource Partners
California
$270K +$19.9K +199 +8%
WMG
557
WESCAP Management Group
California
$268K – – –
B
558
Bridgeworth
Alabama
$267K +$1K +10 +0.4%
VAG
559
VisionPoint Advisory Group
Texas
$266K -$97.6K -976 -27%
TCM
560
Tradewinds Capital Management
Washington
$266K – – –
IFAM
561
Institutional & Family Asset Management
Colorado
$266K +$400 +4 +0.2%
FIM
562
Frontier Investment Management
Texas
$265K -$85.1K -851 -24%
MCP
563
Martin Capital Partners
Oregon
$261K -$37.7K -377 -13%
BONST
564
Bank of Nova Scotia Trust
Ontario, Canada
$259K – – –
HWM
565
Highwater Wealth Management
Colorado
$254K – – –
BWA
566
Burt Wealth Advisors
Maryland
$253K +$34.1K +341 +16%
CIA
567
Choate Investment Advisors
Massachusetts
$252K -$139K -1,390 -36%
RMDI
568
R.M. Davis Inc
Maine
$252K +$250K +2,501 New
SWRP
569
Summit Wealth & Retirement Planning
California
$251K -$96.5K -965 -28%
EIA
570
Eldridge Investment Advisors
New Hampshire
$247K – – –
MA
571
MCF Advisors
Kentucky
$246K – – –
PFO
572
Pathstone Family Office
New Jersey
$246K – – –
GTAM
573
Global Trust Asset Management
Florida
$244K -$20K -200 -8%
TFGT
574
TS Financial Group (TSFG)
Illinois
$244K -$19.9K -199 -8%
BFA
575
Benedict Financial Advisors
Georgia
$244K +$900 +9 +0.4%
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