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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
PWLP
576
Prio Wealth Limited Partnership
Massachusetts
$392K – – –
ST
577
Smithfield Trust
Pennsylvania
$388K – – –
CA
578
Calton & Associates
Florida
$385K +$13.2K +118 +4%
GIA
579
GHP Investment Advisors
Colorado
$385K +$365K +3,260 New
NAM
580
NTV Asset Management
West Virginia
$378K – – –
TCWM
581
Total Clarity Wealth Management
Illinois
$376K +$64.2K +573 +22%
SAM
582
Sequent Asset Management
Texas
$374K -$163K -1,450 -31%
SFA
583
Sequoia Financial Advisors
Ohio
$371K +$224 +2 +0.1%
WCG
584
Wall Capital Group
Arizona
$368K +$349K +3,115 New
CSIC
585
Clifford Swan Investment Counsel
California
$364K -$33.6K -300 -9%
HTC
586
Haverford Trust Company
Pennsylvania
$364K +$112 +1 +0%
PCA
587
Personal Capital Advisors
California
$363K -$183K -1,635 -35%
SFG
588
SNS Financial Group
Minnesota
$363K – – –
FIM
589
Freedom Investment Management
Connecticut
$363K +$29.7K +265 +9%
SSB
590
Sandy Spring Bank
Maryland
$361K -$48K -428 -12%
KF
591
Krilogy Financial
Missouri
$361K – – –
IC
592
IEQ Capital
California
$358K +$340K +3,030 New
JWM
593
Jackson Wealth Management
Florida
$358K +$340K +3,031 New
GWAG
594
Garrett Wealth Advisory Group
Texas
$354K -$19.4K -173 -5%
CDH
595
Charles D. Hyman
$354K +$1.46K +13 +0.4%
IGGA
596
Iron Gate Global Advisors
Utah
$354K +$336K +3,000 New
BCWM
597
Bartlett & Co Wealth Management
Ohio
$354K -$2.24K -20 -0.7%
BC
598
Bartlett & Co
Ohio
$353K -$2.24K -20 -0.7%
CIAS
599
CBIZ Investment Advisory Services
Ohio
$353K – – –
VNA
600
Valley National Advisers
Pennsylvania
$352K +$1.12K +10 +0.3%
22 23
24
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