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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
551
WoodTrust Financial
Wisconsin
$434K +$4.71K +42 +1%
JIR
552
James Investment Research
Ohio
$431K -$41.5K -370 -9%
RPC
553
Rossmore Private Capital
Connecticut
$431K – – –
WSTAM
554
Wilbanks Smith & Thomas Asset Management
Virginia
$429K -$19.8K -177 -5%
VFA
555
Valeo Financial Advisors
Indiana
$424K +$86.2K +769 +27%
CFG
556
Citizens Financial Group
Rhode Island
$418K -$96.5K -861 -20%
CFA
557
Carroll Financial Associates
North Carolina
$418K -$2.02K -18 -0.5%
UWPG
558
Ullmann Wealth Partners Group
Florida
$418K – – –
HIP
559
HUB Investment Partners
Texas
$412K +$6.28K +56 +2%
FANJ
560
Financial Architects (New Jersey)
New Jersey
$412K +$6.39K +57 +2%
MFA
561
Mayflower Financial Advisors
Massachusetts
$411K +$4.6K +41 +1%
YIA
562
YHB Investment Advisors
Connecticut
$410K +$29.7K +265 +9%
IWP
563
Icon Wealth Partners
Texas
$407K +$387K +3,449 New
WP
564
WealthShield Partners
North Carolina
$404K -$661K -5,895 -63%
LWA
565
Lenox Wealth Advisors
New York
$404K -$65.2K -582 -15%
HA
566
Harfst & Associates
Wyoming
$404K – – –
EWM
567
Empirical Wealth Management
Washington
$404K +$168K +1,500 +78%
MWM
568
Modera Wealth Management
New Jersey
$403K -$18.3K -163 -5%
WCFA
569
Walkner Condon Financial Advisors
Wisconsin
$401K – – –
EW
570
Evoke Wealth
California
$400K – – –
CCT
571
Chemung Canal Trust
New York
$398K – – –
SFP
572
Strategic Financial Partners
Oregon
$397K -$121K -1,083 -24%
BDF
573
Balasa Dinverno & Foltz
$397K -$4.93K -44 -1%
DFA
574
DHJJ Financial Advisors
Illinois
$397K +$673 +6 +0.2%
SCA
575
Stonebridge Capital Advisors
Minnesota
$393K +$89.7K +800 +32%
21 22
23
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