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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
551
Resonant Capital Advisors
Wisconsin
$278K – – –
MAA
552
Matrix Asset Advisors
New York
$276K +$986 +10 +0.3%
ECM
553
Evergreen Capital Management
Washington
$275K +$19.7K +200 +6%
EVM
554
Eaton Vance Management
Massachusetts
$274K -$31K -314 -8%
VNA
555
Valley National Advisers
Pennsylvania
$274K +$1.08K +11 +0.3%
BDF
556
Balasa Dinverno & Foltz
$272K -$56.7K -575 -14%
EW
557
Evoke Wealth
California
$270K +$334K +3,385 New
CCT
558
Chemung Canal Trust
New York
$269K – – –
BFS
559
Bradley Foster & Sargent
Connecticut
$269K +$333K +3,374 New
FAG
560
Financial Advisory Group
Texas
$268K -$71K -720 -18%
FANJ
561
Financial Architects (New Jersey)
New Jersey
$268K – – –
PAS
562
Partnervest Advisory Services
California
$268K +$63.6K +645 +24%
VAG
563
VisionPoint Advisory Group
Texas
$267K – – –
ST
564
Smithfield Trust
Pennsylvania
$263K – – –
AWM
565
Avior Wealth Management
Nebraska
$262K -$3.45K -35 -1%
B
566
Bailard
California
$259K -$86.1K -873 -21%
PWM
567
Perigon Wealth Management
California
$259K -$16.3K -165 -5%
NAM
568
NTV Asset Management
West Virginia
$256K – – –
HTC
569
Haverford Trust Company
Pennsylvania
$254K -$19.7K -200 -6%
SFA
570
Sequoia Financial Advisors
Ohio
$249K -$90.9K -922 -23%
BOS
571
Bingham Osborn & Scarborough
California
$249K – – –
HC
572
Hourglass Capital
Texas
$249K – – –
RIA
573
Realta Investment Advisors
Delaware
$249K +$43.3K +439 +16%
HSA
574
HBK Sorce Advisory
Pennsylvania
$248K -$41.2K -418 -12%
GFPC
575
Global Financial Private Client
Florida
$248K +$1.48K +15 +0.5%
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