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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
576
Harfst & Associates
Wyoming
$418K – – –
AAS
577
Annex Advisory Services
Wisconsin
$417K +$422K +3,412 New
EW
578
Evoke Wealth
California
$414K – – –
BDF
579
Balasa Dinverno & Foltz
$412K – – –
CCT
580
Chemung Canal Trust
New York
$412K – – –
DFA
581
DHJJ Financial Advisors
Illinois
$412K +$494 +4 +0.1%
KF
582
Krilogy Financial
Missouri
$411K +$37.7K +305 +10%
JWM
583
Jackson Wealth Management
Florida
$407K +$36.7K +297 +10%
PCA
584
Personal Capital Advisors
California
$405K +$28.9K +234 +8%
SB
585
Strategic Blueprint
Georgia
$400K +$405K +3,273 New
GIA
586
GHP Investment Advisors
Colorado
$399K +$742 +6 +0.2%
CA
587
Calton & Associates
Florida
$398K -$1.61K -13 -0.4%
FF
588
Friedenthal Financial
New Jersey
$398K +$402K +3,255 New
NAM
589
NTV Asset Management
West Virginia
$391K – – –
GIA
590
Gladstone Institutional Advisory
Florida
$389K -$95.7K -774 -20%
SAM
591
Sequent Asset Management
Texas
$388K – – –
RSWM
592
Robertson Stephens Wealth Management
California
$388K +$46.3K +375 +13%
EI
593
Ethic Inc
New York
$388K +$392K +3,169 New
FIM
594
Freedom Investment Management
Connecticut
$387K +$11K +89 +3%
AWM
595
Avior Wealth Management
Nebraska
$387K +$102K +822 +35%
WCG
596
Wall Capital Group
Arizona
$383K +$2.47K +20 +0.6%
PMFA
597
Plante Moran Financial Advisors
Michigan
$379K -$411K -3,323 -52%
CSIC
598
Clifford Swan Investment Counsel
California
$378K – – –
SFG
599
SNS Financial Group
Minnesota
$376K – – –
PWLP
600
Prio Wealth Limited Partnership
Massachusetts
$375K -$30.9K -250 -8%
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24
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