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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
HTC
576
Haverford Trust Company
Pennsylvania
$327K +$202 +2 +0.1%
SFG
577
SNS Financial Group
Minnesota
$326K -$20.2K -200 -6%
KF
578
Krilogy Financial
Missouri
$324K +$35.9K +355 +13%
OIA
579
Optimum Investment Advisors
Illinois
$320K +$2.33K +23 +0.8%
BCWM
580
Bartlett & Co Wealth Management
Ohio
$319K +$62.2K +615 +26%
KWMG
581
King Wealth Management Group
Florida
$319K – – –
BC
582
Bartlett & Co
Ohio
$319K +$62.2K +615 +26%
HIP
583
HUB Investment Partners
Texas
$318K +$348K +3,438 New
CDH
584
Charles D. Hyman
$316K +$1.92K +19 +0.6%
EWM
585
EPG Wealth Management
Georgia
$315K +$32.7K +323 +12%
VNA
586
Valley National Advisers
Pennsylvania
$314K +$1.31K +13 +0.4%
LWM
587
Laidlaw Wealth Management
New York
$313K +$299K +2,951 New
QCG
588
Quadrant Capital Group
Ohio
$310K +$13.4K +132 +5%
SAM
589
Summit Asset Management
Tennessee
$306K – – –
IIC
590
Integrated Investment Consultants
Michigan
$303K – – –
AWAP
591
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$301K +$288K +2,843 New
VFA
592
Valeo Financial Advisors
Indiana
$299K +$66.2K +654 +30%
RPG
593
Resource Planning Group
Georgia
$298K -$50.6K -500 -15%
FIM
594
Freedom Investment Management
Connecticut
$298K -$14.4K -142 -5%
WKWM
595
Walter & Keenan Wealth Management
Indiana
$297K -$70.8K -700 -20%
RSWM
596
Robertson Stephens Wealth Management
California
$297K -$25.3K -250 -8%
GC
597
Gratus Capital
Georgia
$297K +$284K +2,803 New
WT
598
Washington Trust
Rhode Island
$296K – – –
FWM
599
Frontier Wealth Management
Missouri
$295K – – –
WIA
600
World Investment Advisors
California
$293K -$66.9K -661 -20%
22 23
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