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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
551
Avior Wealth Management
Nebraska
$292K -$30.9K -328 -9%
BOS
552
Bingham Osborn & Scarborough
California
$288K – – –
GWAG
553
Garrett Wealth Advisory Group
Texas
$287K +$5K +53 +2%
WOSD
554
WFA of San Diego
California
$286K – – –
HTC
555
Haverford Trust Company
Pennsylvania
$285K -$9.43K -100 -3%
RCA
556
Resonant Capital Advisors
Wisconsin
$285K -$8.02K -85 -3%
WPW
557
Waldron Private Wealth
Pennsylvania
$285K – – –
WAS
558
Wealth Advisory Solutions
Indiana
$283K +$49.5K +525 +21%
RSWM
559
Robertson Stephens Wealth Management
California
$282K +$67.3K +714 +31%
KWMG
560
King Wealth Management Group
Florida
$279K – – –
PCA
561
Personal Capital Advisors
California
$279K +$285K +3,020 New
FFA
562
First Foundation Advisors
California
$277K – – –
TH
563
TCTC Holdings
Texas
$277K – – –
OIA
564
Optimum Investment Advisors
Illinois
$277K +$1.79K +19 +0.6%
PAS
565
Partnervest Advisory Services
California
$275K -$43.2K -458 -13%
CDH
566
Charles D. Hyman
$274K +$1.32K +14 +0.5%
VNA
567
Valley National Advisers
Pennsylvania
$273K -$46.2K -490 -14%
FIM
568
Freedom Investment Management
Connecticut
$273K +$48.7K +516 +21%
SFA
569
Sequoia Financial Advisors
Ohio
$267K -$9.81K -104 -3%
SAM
570
Summit Asset Management
Tennessee
$267K – – –
IIC
571
Integrated Investment Consultants
Michigan
$264K -$45.7K -485 -14%
B
572
Bailard
California
$262K – – –
WT
573
Washington Trust
Rhode Island
$259K +$111K +1,175 +73%
MWM
574
Merriman Wealth Management
Washington
$259K +$265K +2,807 New
QCG
575
Quadrant Capital Group
Ohio
$258K +$12.4K +132 +5%
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