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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
551
Edgestream Partners
New Jersey
$301K +$307K +3,260 New
FAG
552
Financial Advisory Group
Texas
$299K -$9.43K -100 -3%
NAM
553
NTV Asset Management
West Virginia
$296K – – –
AWM
554
Avior Wealth Management
Nebraska
$292K -$30.9K -328 -9%
BOS
555
Bingham Osborn & Scarborough
California
$288K – – –
GWAG
556
Garrett Wealth Advisory Group
Texas
$287K +$5K +53 +2%
WOSD
557
WFA of San Diego
California
$286K – – –
HTC
558
Haverford Trust Company
Pennsylvania
$285K -$9.43K -100 -3%
RCA
559
Resonant Capital Advisors
Wisconsin
$285K -$8.02K -85 -3%
WPW
560
Waldron Private Wealth
Pennsylvania
$285K – – –
WAS
561
Wealth Advisory Solutions
Indiana
$283K +$49.5K +525 +21%
RSWM
562
Robertson Stephens Wealth Management
California
$282K +$67.3K +714 +31%
KWMG
563
King Wealth Management Group
Florida
$279K – – –
PCA
564
Personal Capital Advisors
California
$279K +$285K +3,020 New
FFA
565
First Foundation Advisors
California
$277K – – –
TH
566
TCTC Holdings
Texas
$277K – – –
OIA
567
Optimum Investment Advisors
Illinois
$277K +$1.79K +19 +0.6%
PAS
568
Partnervest Advisory Services
California
$275K -$43.2K -458 -13%
CDH
569
Charles D. Hyman
$274K +$1.32K +14 +0.5%
VNA
570
Valley National Advisers
Pennsylvania
$273K -$46.2K -490 -14%
FIM
571
Freedom Investment Management
Connecticut
$273K +$48.7K +516 +21%
SFA
572
Sequoia Financial Advisors
Ohio
$267K -$9.81K -104 -3%
SAM
573
Summit Asset Management
Tennessee
$267K – – –
IIC
574
Integrated Investment Consultants
Michigan
$264K -$45.7K -485 -14%
B
575
Bailard
California
$262K – – –
21 22
23
24 25