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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
ICP
551
Interchange Capital Partners
Pennsylvania
$703K +$35K +298 +6%
HGWM
552
Horst & Graben Wealth Management
Oregon
$697K -$138K -1,176 -17%
CCWM
553
Cassaday & Co Wealth Management
Virginia
$694K – – –
PSCM
554
Per Stirling Capital Management
Texas
$694K +$43.8K +373 +7%
DI
555
Disciplined Investments
Oklahoma
$687K – – –
AA
556
Ashford Advisors
New York
$683K – – –
WAP
557
Wealthcare Advisory Partners
Pennsylvania
$678K -$4.58K -39 -0.7%
DI
558
DFPG Investments
Utah
$678K +$41K +349 +7%
GC
559
Grimes & Company
Massachusetts
$675K +$9.86K +84 +2%
BFA
560
Beaumont Financial Advisors
Massachusetts
$674K -$9.51K -81 -1%
BI
561
Berkeley Inc
Idaho
$674K -$15.8K -135 -2%
GWS
562
Glassman Wealth Services
Virginia
$673K +$35.6K +303 +6%
MWM
563
Meridian Wealth Management
Kentucky
$672K -$14.3K -122 -2%
MWM
564
Modera Wealth Management
New Jersey
$672K -$21.5K -183 -3%
MPM
565
Meritage Portfolio Management
Kansas
$670K +$32.9K +280 +6%
PFM
566
Phillips Financial Management
Indiana
$669K -$17.7K -151 -3%
RMCM
567
Reynders McVeigh Capital Management
Massachusetts
$661K -$67.5K -575 -10%
PCMC
568
Private Capital Management (Colorado)
Colorado
$658K -$47.5K -405 -7%
YIA
569
YHB Investment Advisors
Connecticut
$656K -$154K -1,310 -20%
SPI
570
Sutton Place Investors
New York
$653K +$2.58K +22 +0.4%
NWA
571
Navis Wealth Advisors
New York
$652K +$1.76K +15 +0.3%
GLA
572
Good Life Advisors
Pennsylvania
$651K -$37.5K -319 -6%
WA
573
Waverly Advisors
Alabama
$648K +$99.8K +850 +20%
RRA
574
Round Rock Advisors
Connecticut
$643K +$84.1K +716 +16%
VFA
575
Valeo Financial Advisors
Indiana
$643K +$15.7K +134 +3%
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