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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
601
Affinia Financial Group
Massachusetts
$485K – – –
CAM
602
Covenant Asset Management
New Jersey
$484K – – –
AIM
603
Acropolis Investment Management
Missouri
$484K +$253 +2 +0.1%
CB
604
Commerce Bank
Missouri
$481K -$48.9K -387 -9%
B
605
Bailard
California
$477K +$146K +1,153 +45%
BHTS
606
Bar Harbor Trust Services
Maine
$476K -$1.9K -15 -0.4%
CCM
607
Canal Capital Management
Virginia
$476K +$11.2K +89 +2%
GIA
608
Gladstone Institutional Advisory
Florida
$476K +$66.7K +528 +17%
MFG
609
Merit Financial Group
Georgia
$474K -$21.6K -171 -4%
VCP
610
Vista Capital Partners
Oregon
$473K -$14.8K -117 -3%
RPC
611
Rossmore Private Capital
Connecticut
$468K – – –
SWM
612
Southern Wealth Management
Texas
$468K +$2.78K +22 +0.6%
ADL
613
Asset Dedication LLC
California
$467K – – –
WCFA
614
Walkner Condon Financial Advisors
Wisconsin
$467K +$31K +245 +7%
WP
615
WealthSource Partners
California
$467K +$114K +901 +33%
EWA
616
Exencial Wealth Advisors
Oklahoma
$465K -$76.6K -606 -14%
WF
617
WoodTrust Financial
Wisconsin
$465K – – –
KWM
618
Kaydan Wealth Management
Michigan
$460K +$17.9K +142 +4%
CI
619
Conning Inc
Connecticut
$458K – – –
YIH
620
Y-Intercept (HK)
Hong Kong
$458K +$452K +3,577 New
UWPG
621
Ullmann Wealth Partners Group
Florida
$454K – – –
AWM
622
Axxcess Wealth Management
California
$454K +$11.4K +90 +3%
CCM
623
Compton Capital Management
Rhode Island
$453K -$107K -850 -19%
JIR
624
James Investment Research
Ohio
$453K -$3.16K -25 -0.7%
BCWM
625
Bartlett & Co Wealth Management
Ohio
$448K +$40.4K +320 +10%
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