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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWM
626
B. Riley Wealth Management
Tennessee
$442K +$78.7K +632 +23%
MFA
627
Mayflower Financial Advisors
Massachusetts
$441K +$3.63M +29,206 +931%
WCFA
628
Walkner Condon Financial Advisors
Wisconsin
$439K +$423K +3,400 New
CSIC
629
Clifford Swan Investment Counsel
California
$437K – – –
EW
630
Evoke Wealth
California
$437K – – –
PP
631
Patten & Patten
Tennessee
$437K +$87.1K +700 +26%
OCM
632
One Capital Management
California
$437K +$422K +3,388 New
WPA
633
West Paces Advisors
Georgia
$436K – – –
BDF
634
Balasa Dinverno & Foltz
$435K – – –
MWM
635
Modera Wealth Management
New Jersey
$434K -$622 -5 -0.1%
HA
636
Harfst & Associates
Wyoming
$424K -$16.8K -135 -4%
GIA
637
GHP Investment Advisors
Colorado
$424K +$871 +7 +0.2%
KF
638
Krilogy Financial
Missouri
$423K – – –
FF
639
Friedenthal Financial
New Jersey
$420K – – –
CT
640
Cambridge Trust
Massachusetts
$420K +$405K +3,254 New
TH
641
TCTC Holdings
Texas
$416K -$136K -1,094 -25%
SIC
642
Shoker Investment Counsel
Ohio
$414K -$31K -249 -7%
GFPC
643
Global Financial Private Client
Florida
$413K +$133K +1,072 +50%
SVWAG
644
Sound View Wealth Advisors Group
Georgia
$412K -$1.25M -10,043 -76%
WCG
645
Wall Capital Group
Arizona
$411K +$2.99K +24 +0.8%
GIA
646
Gladstone Institutional Advisory
Florida
$411K +$5.85K +47 +1%
BCWM
647
Bartlett & Co Wealth Management
Ohio
$410K – – –
BC
648
Bartlett & Co
Ohio
$410K – – –
SAM
649
Sequent Asset Management
Texas
$409K – – –
HSA
650
HBK Sorce Advisory
Pennsylvania
$408K +$129K +1,036 +49%
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