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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
626
Wealth Advisory Solutions
Indiana
$297K +$290K +2,765 New
ATC
627
Adirondack Trust Company
New York
$296K +$275K +2,620 +1,248%
APWM
628
Atlas Private Wealth Management
New York
$296K +$289K +2,750 New
TI
629
Truepoint Inc
Ohio
$295K – – –
TCM
630
Towercrest Capital Management
Pennsylvania
$295K +$287K +2,735 New
PP
631
Patten & Patten
Tennessee
$294K – – –
CWM
632
Circle Wealth Management
New Jersey
$294K +$287K +2,733 New
PAS
633
Partnervest Advisory Services
California
$292K -$68.4K -652 -19%
MCA
634
Magnolia Capital Advisors
Mississippi
$291K +$284K +2,710 New
LWA
635
Lenox Wealth Advisors
New York
$290K -$128K -1,220 -31%
KF
636
Krilogy Financial
Missouri
$290K -$45.5K -433 -14%
BP
637
BBR Partners
New York
$290K – – –
CFB
638
Cullen/Frost Bankers
Texas
$287K -$73.1K -696 -21%
FA
639
Fagan Associates
New York
$287K -$46.9K -447 -14%
EWM
640
Empirical Wealth Management
Washington
$287K -$19.9K -190 -7%
BHB
641
Bank Hapoalim BM
Israel
$286K – – –
WMG
642
WESCAP Management Group
California
$285K – – –
IFAM
643
Institutional & Family Asset Management
Colorado
$285K +$420 +4 +0.2%
RIA
644
Realta Investment Advisors
Delaware
$285K +$18.4K +175 +7%
B
645
Bridgeworth
Alabama
$284K -$2.31K -22 -0.8%
TCM
646
Tradewinds Capital Management
Washington
$283K – – –
SWM
647
SVA Wealth Management
Wisconsin
$283K +$276K +2,627 New
AF
648
Allworth Financial
California
$281K +$47.4K +452 +21%
PS
649
Portfolio Solutions
Michigan
$280K +$10.6K +101 +4%
TWM
650
Titus Wealth Management
California
$278K +$271K +2,585 New
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