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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
551
Summit Asset Management
Tennessee
$296K – – –
CCFM
552
Clear Creek Financial Management
Washington
$295K -$26.1K -259 -8%
ZIM
553
Zacks Investment Management
Illinois
$295K +$290K +2,873 New
EWM
554
Empirical Wealth Management
Washington
$293K -$134K -1,332 -32%
GC
555
Grimes & Company
Massachusetts
$289K +$10.1K +100 +4%
FFBTD
556
First Financial Bank - Trust Division
Ohio
$286K -$8.87K -88 -3%
HC
557
Hourglass Capital
Texas
$285K -$191K -1,890 -40%
PCA
558
Personal Capital Advisors
California
$285K +$56.8K +563 +25%
TI
559
Truepoint Inc
Ohio
$282K – – –
PP
560
Patten & Patten
Tennessee
$281K – – –
W
561
WealthOne
New York
$278K -$14.3K -142 -5%
BP
562
BBR Partners
New York
$277K – – –
HCM
563
Hall Capital Management
Rhode Island
$277K – – –
B
564
Bridgeworth
Alabama
$273K +$1.11K +11 +0.4%
GIM
565
Goelzer Investment Management
Indiana
$273K +$268K +2,660 New
BHB
566
Bank Hapoalim BM
Israel
$272K -$17.6K -175 -6%
WMG
567
WESCAP Management Group
California
$272K – – –
IFAM
568
Institutional & Family Asset Management
Colorado
$271K +$403 +4 +0.2%
FIM
569
Frontier Investment Management
Texas
$271K +$1.61K +16 +0.6%
TCM
570
Tradewinds Capital Management
Washington
$270K – – –
MCP
571
Martin Capital Partners
Oregon
$263K -$2.02K -20 -0.8%
HWM
572
Highwater Wealth Management
Colorado
$259K – – –
MCP
573
Mirador Capital Partners
California
$259K +$255K +2,525 New
PS
574
Portfolio Solutions
Michigan
$257K +$253K +2,506 New
RIA
575
Realta Investment Advisors
Delaware
$256K -$424K -4,204 -63%
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