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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
576
One Capital Management
California
$624K +$343K +2,735 +135%
ST
577
Sageworth Trust
Pennsylvania
$619K -$22K -175 -4%
GTAM
578
Global Trust Asset Management
Florida
$618K -$2.51K -20 -0.4%
HH
579
Hilltop Holdings
Texas
$616K +$14.9K +119 +3%
DI
580
Disciplined Investments
Oklahoma
$615K -$102K -813 -15%
PWAC
581
Private Wealth Advisors (California)
California
$615K -$12.2K -97 -2%
JCM
582
Jacobi Capital Management
Pennsylvania
$614K -$7.4K -59 -1%
VFA
583
Valeo Financial Advisors
Indiana
$613K -$46.7K -372 -7%
SA
584
SpiderRock Advisors
Delaware
$609K +$599K +4,774 New
OSAM
585
O'Shaughnessy Asset Management
Connecticut
$606K +$45.3K +361 +8%
PSCM
586
Per Stirling Capital Management
Texas
$605K -$118K -940 -17%
HFP
587
Holistic Financial Partners
Indiana
$601K +$2.63K +21 +0.5%
AIC
588
Archer Investment Corporation
Indiana
$600K -$43K -343 -7%
CCA
589
Childress Capital Advisors
Texas
$600K – – –
AC
590
Addison Capital
Pennsylvania
$596K +$101K +806 +22%
PA
591
PSI Advisors
Florida
$593K -$460K -3,666 -45%
EPWM
592
Essex Private Wealth Management
Massachusetts
$591K +$251 +2 +0%
MC
593
Moors & Cabot
Massachusetts
$586K +$20.7K +165 +4%
FWP
594
FAS Wealth Partners
Kansas
$584K -$13.4K -107 -2%
EIP
595
Ellis Investment Partners
Pennsylvania
$583K +$5.27K +42 +1%
RWM
596
Revisor Wealth Management
Ohio
$581K +$569K +4,532 New
RA
597
Ransom Advisory
Rhode Island
$577K +$551K +4,395 New
ZIC
598
ZWJ Investment Counsel
Georgia
$576K +$14.4K +115 +3%
CCP
599
Clarity Capital Partners
California
$574K +$548K +4,371 New
MFA
600
Mayflower Financial Advisors
Massachusetts
$571K +$60.8K +485 +1%
22 23
24
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