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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
ICP
576
Interchange Capital Partners
Pennsylvania
$553K +$75.6K +606 +15%
GI
577
Gradient Investments
Minnesota
$551K +$47.5K +381 +9%
CCA
578
Column Capital Advisors
Indiana
$546K – – –
MA
579
Momentum Advisors
New York
$544K +$571K +4,582 New
BFA
580
Beaumont Financial Advisors
Massachusetts
$543K +$51.1K +410 +10%
RWA
581
River Wealth Advisors
Pennsylvania
$535K – – –
AF
582
Apexium Financial
Texas
$535K +$4.74K +38 +0.9%
HFP
583
Holistic Financial Partners
Indiana
$532K +$3.49K +28 +0.6%
CCM
584
Coldstream Capital Management
Washington
$526K – – –
WCM
585
WealthBridge Capital Management
Ohio
$525K +$12.5K +100 +2%
PAS
586
Park Avenue Securities
New York
$525K +$29.8K +239 +6%
CA
587
Carson Advisory
Georgia
$521K +$1.62K +13 +0.3%
FWP
588
FAS Wealth Partners
Kansas
$517K +$58.6K +470 +12%
GC
589
Grimes & Company
Massachusetts
$515K – – –
SAM
590
Sawgrass Asset Management
Florida
$507K -$50.9K -408 -9%
ARMC
591
American Research & Management Company
Massachusetts
$507K +$36.3K +291 +7%
ZIC
592
ZWJ Investment Counsel
Georgia
$505K +$37.4K +300 +8%
SWM
593
SeaCrest Wealth Management
New York
$501K +$1.37K +11 +0.3%
IAG
594
Investment Advisory Group
Massachusetts
$500K – – –
CAG
595
Csenge Advisory Group
Florida
$496K +$128K +1,028 +33%
MAA
596
Matrix Asset Advisors
New York
$495K – – –
VCP
597
Vista Capital Partners
Oregon
$493K +$56.9K +456 +12%
RPC
598
Rossmore Private Capital
Connecticut
$493K +$62.3K +500 +14%
JE
599
JMAC Enterprises
Pennsylvania
$492K -$125 -1 -0%
RSWM
600
Robertson Stephens Wealth Management
California
$492K – – –
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