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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
YIA
551
YHB Investment Advisors
Connecticut
$579K +$99.1K +796 +22%
AF
552
Apexium Financial
Texas
$577K +$2.99K +24 +0.5%
HFP
553
Holistic Financial Partners
Indiana
$575K +$124 +1 +0%
CAN
554
Claraphi Advisory Network
United States
$574K -$22.5K -181 -4%
CCM
555
Coldstream Capital Management
Washington
$572K -$445K -3,577 -45%
QCM
556
Quest Capital Management
Texas
$569K -$35.2K -283 -6%
CCM
557
Compton Capital Management
Rhode Island
$566K +$1.87K +15 +0.3%
CA
558
Carson Advisory
Georgia
$564K +$543K +4,364 New
FCA
559
FLC Capital Advisors
California
$563K – – –
GC
560
Grimes & Company
Massachusetts
$561K -$9.96K -80 -2%
PIM
561
Penobscot Investment Management
Massachusetts
$560K – – –
PGWM
562
Pitti Group Wealth Management
New York
$560K +$540K +4,336 New
NWM
563
Nauset Wealth Management
Connecticut
$560K +$540K +4,338 New
ZIC
564
ZWJ Investment Counsel
Georgia
$555K – – –
BFS
565
Bradley Foster & Sargent
Connecticut
$555K +$535K +4,296 New
BFO
566
Boston Family Office
Massachusetts
$550K – – –
AWA
567
Arkadios Wealth Advisors
Georgia
$550K +$471K +3,783 +793%
EWA
568
Exencial Wealth Advisors
Oklahoma
$547K +$528K +4,239 New
WCM
569
WealthBridge Capital Management
Ohio
$546K – – –
CFA
570
Carroll Financial Associates
North Carolina
$544K -$124 -1 -0%
SWM
571
SeaCrest Wealth Management
New York
$543K -$1.37K -11 -0.3%
RA
572
RFG Advisory
Alabama
$541K +$521K +4,188 New
BFA
573
Beaumont Financial Advisors
Massachusetts
$538K -$244K -1,963 -32%
MAA
574
Matrix Asset Advisors
New York
$538K +$14.4K +116 +3%
CB
575
Commerce Bank
Missouri
$535K -$103K -830 -17%
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