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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
551
Covenant Asset Management
New Jersey
$462K – – –
ADL
552
Asset Dedication LLC
California
$460K +$124 +1 +0%
ST
553
Smithfield Trust
Pennsylvania
$454K +$52K +421 +13%
AFG
554
Affinia Financial Group
Massachusetts
$452K +$453K +3,664 New
WF
555
WoodTrust Financial
Wisconsin
$450K – – –
MWM
556
Modera Wealth Management
New Jersey
$448K +$30.4K +246 +7%
RPC
557
Rossmore Private Capital
Connecticut
$447K – – –
CIAS
558
Capital Investment Advisory Services
North Carolina
$446K -$15.1K -122 -3%
CFG
559
Citizens Financial Group
Rhode Island
$446K +$12.4K +100 +3%
EWA
560
Exencial Wealth Advisors
Oklahoma
$444K -$35.8K -290 -7%
WSTAM
561
Wilbanks Smith & Thomas Asset Management
Virginia
$444K – – –
CFA
562
Carroll Financial Associates
North Carolina
$443K +$9.52K +77 +2%
OAM
563
Oak Asset Management
California
$443K +$448K +3,625 New
SAM
564
Strategy Asset Managers
California
$441K -$15.4K -125 -3%
IWP
565
Icon Wealth Partners
Texas
$439K +$17.2K +139 +4%
VCP
566
Vista Capital Partners
Oregon
$437K +$442K +3,577 New
JIR
567
James Investment Research
Ohio
$436K -$10.5K -85 -2%
LWM
568
Laidlaw Wealth Management
New York
$434K +$74.2K +600 +20%
UWPG
569
Ullmann Wealth Partners Group
Florida
$433K – – –
PC
570
Pecaut & Co
Iowa
$427K +$431K +3,490 New
FANJ
571
Financial Architects (New Jersey)
New Jersey
$424K -$3.21K -26 -0.7%
BCWM
572
Bartlett & Co Wealth Management
Ohio
$421K +$55.7K +451 +15%
BC
573
Bartlett & Co
Ohio
$421K +$55.7K +451 +15%
MFA
574
Mayflower Financial Advisors
Massachusetts
$420K -$5.07K -41 -1%
LWA
575
Lenox Wealth Advisors
New York
$420K +$1.98K +16 +0.5%
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