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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
551
Apexium Financial
Texas
$577K +$2.99K +24 +0.5%
HFP
552
Holistic Financial Partners
Indiana
$575K +$124 +1 +0%
CAN
553
Claraphi Advisory Network
United States
$574K -$22.5K -181 -4%
CCM
554
Coldstream Capital Management
Washington
$572K -$445K -3,577 -45%
QCM
555
Quest Capital Management
Texas
$569K -$35.2K -283 -6%
CCM
556
Compton Capital Management
Rhode Island
$566K +$1.87K +15 +0.3%
CA
557
Carson Advisory
Georgia
$564K +$543K +4,364 New
FCA
558
FLC Capital Advisors
California
$563K – – –
GC
559
Grimes & Company
Massachusetts
$561K -$9.96K -80 -2%
PIM
560
Penobscot Investment Management
Massachusetts
$560K – – –
PGWM
561
Pitti Group Wealth Management
New York
$560K +$540K +4,336 New
NWM
562
Nauset Wealth Management
Connecticut
$560K +$540K +4,338 New
ZIC
563
ZWJ Investment Counsel
Georgia
$555K – – –
BFS
564
Bradley Foster & Sargent
Connecticut
$555K +$535K +4,296 New
BFO
565
Boston Family Office
Massachusetts
$550K – – –
AWA
566
Arkadios Wealth Advisors
Georgia
$550K +$471K +3,783 +793%
EWA
567
Exencial Wealth Advisors
Oklahoma
$547K +$528K +4,239 New
WCM
568
WealthBridge Capital Management
Ohio
$546K – – –
CFA
569
Carroll Financial Associates
North Carolina
$544K -$124 -1 -0%
SWM
570
SeaCrest Wealth Management
New York
$543K -$1.37K -11 -0.3%
RA
571
RFG Advisory
Alabama
$541K +$521K +4,188 New
BFA
572
Beaumont Financial Advisors
Massachusetts
$538K -$244K -1,963 -32%
MAA
573
Matrix Asset Advisors
New York
$538K +$14.4K +116 +3%
CB
574
Commerce Bank
Missouri
$535K -$103K -830 -17%
GSWM
575
Golden State Wealth Management
California
$528K +$509K +4,090 New
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