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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
576
Resonant Capital Advisors
Wisconsin
$375K +$366K +3,485 New
MAA
577
Matrix Asset Advisors
New York
$371K +$35.2K +335 +11%
VNA
578
Valley National Advisers
Pennsylvania
$368K +$1.05K +10 +0.3%
HTC
579
Haverford Trust Company
Pennsylvania
$364K – – –
KCM
580
Karp Capital Management
California
$364K – – –
CCT
581
Chemung Canal Trust
New York
$363K – – –
FANJ
582
Financial Architects (New Jersey)
New Jersey
$361K – – –
VAG
583
VisionPoint Advisory Group
Texas
$359K -$17.1K -163 -5%
AWM
584
Avior Wealth Management
Nebraska
$357K -$1.99K -19 -0.6%
ST
585
Smithfield Trust
Pennsylvania
$354K – – –
GFPC
586
Global Financial Private Client
Florida
$348K +$340K +3,236 New
ECM
587
Evergreen Capital Management
Washington
$348K – – –
F
588
F3Logic
Minnesota
$347K +$10.8K +103 +3%
HWA
589
Heartwood Wealth Advisors
Virginia
$346K +$337K +3,213 New
NAM
590
NTV Asset Management
West Virginia
$344K – – –
CCFM
591
Clear Creek Financial Management
Washington
$344K +$44.8K +427 +15%
H
592
HoyleCohen
California
$340K – – –
HC
593
Hourglass Capital
Texas
$335K +$35.2K +335 +12%
BOS
594
Bingham Osborn & Scarborough
California
$335K +$105K +1,000 +47%
PWM
595
Perigon Wealth Management
California
$334K +$9.45K +90 +3%
TF
596
Trek Financial
Arizona
$330K -$322K -3,071 -50%
TF
597
TimeScale Financial
Massachusetts
$328K -$27.1K -258 -8%
BCP
598
Blue Chip Partners
Michigan
$328K +$2.31K +22 +0.7%
TCM
599
Tran Capital Management
California
$328K +$320K +3,051 New
RCA
600
Ranch Capital Advisors
Florida
$325K +$420 +4 +0.1%
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