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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
601
Smithfield Trust
Pennsylvania
$478K – – –
DFA
602
DHJJ Financial Advisors
Illinois
$478K +$14.4K +116 +3%
CWS
603
Confluence Wealth Services
Pennsylvania
$476K +$459K +3,689 New
AFG
604
Affinia Financial Group
Massachusetts
$473K – – –
RPC
605
Rossmore Private Capital
Connecticut
$472K – – –
GI
606
Gradient Investments
Minnesota
$472K +$221K +1,775 +95%
ADL
607
Asset Dedication LLC
California
$471K -$14.7K -118 -3%
CIAS
608
Capital Investment Advisory Services
North Carolina
$471K – – –
CFG
609
Citizens Financial Group
Rhode Island
$471K – – –
RSWM
610
Robertson Stephens Wealth Management
California
$471K +$74.7K +600 +20%
HIMC
611
Heritage Investors Management Corp
Maryland
$470K +$210K +1,685 +86%
SWM
612
Southern Wealth Management
Texas
$469K -$126K -1,012 -22%
CCM
613
Canal Capital Management
Virginia
$469K -$73.1K -587 -14%
WF
614
WoodTrust Financial
Wisconsin
$469K -$5.97K -48 -1%
PFM
615
Parsec Financial Management
North Carolina
$469K – – –
CA
616
Calton & Associates
Florida
$467K +$78.2K +628 +21%
CI
617
Conning Inc
Connecticut
$462K – – –
JIR
618
James Investment Research
Ohio
$460K – – –
MTIC
619
Missouri Trust & Investment Company
Missouri
$460K +$444K +3,565 New
UWPG
620
Ullmann Wealth Partners Group
Florida
$457K – – –
FIM
621
Freedom Investment Management
Connecticut
$455K +$17K +137 +4%
PMFA
622
Plante Moran Financial Advisors
Michigan
$449K +$7.96K +64 +2%
AWM
623
Axxcess Wealth Management
California
$446K +$430K +3,453 New
KWM
624
Kaydan Wealth Management
Michigan
$445K +$429K +3,448 New
OAM
625
Oak Asset Management
California
$442K – – –
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