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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
626
Provence Wealth Management Group
California
$448K -$152K -1,200 -26%
BC
627
Bartlett & Co
Ohio
$448K +$40.4K +320 +10%
WSTAM
628
Wilbanks Smith & Thomas Asset Management
Virginia
$445K -$40.2K -318 -8%
PCA
629
Personal Capital Advisors
California
$445K -$38.2K -302 -8%
DI
630
DFPG Investments
Utah
$445K +$168K +1,329 +63%
IWP
631
Icon Wealth Partners
Texas
$445K +$439K +3,477 New
FANJ
632
Financial Architects (New Jersey)
New Jersey
$444K -$37.9K -300 -8%
MTIC
633
Missouri Trust & Investment Company
Missouri
$444K -$12.6K -100 -3%
BB
634
Berkshire Bank
Massachusetts
$441K +$435K +3,442 New
MWM
635
Modera Wealth Management
New Jersey
$440K +$9.73K +77 +2%
OAM
636
Oak Asset Management
California
$439K – – –
PMFA
637
Plante Moran Financial Advisors
Michigan
$438K -$7.71K -61 -2%
MFA
638
Mayflower Financial Advisors
Massachusetts
$438K – – –
MG
639
Mather Group
Illinois
$438K +$432K +3,415 New
EW
640
Evoke Wealth
California
$434K – – –
OCM
641
One Capital Management
California
$434K – – –
PP
642
Patten & Patten
Tennessee
$434K – – –
LC
643
Lindbrook Capital
California
$434K +$80.9K +640 +23%
CI
644
Chartist Inc
California
$434K -$240K -1,900 -36%
BDF
645
Balasa Dinverno & Foltz
$431K – – –
BCA
646
Bay Colony Advisors
Massachusetts
$431K +$49.8K +394 +13%
OPS
647
Orion Portfolio Solutions
Nebraska
$431K +$122K +966 +40%
GIA
648
GHP Investment Advisors
Colorado
$421K +$758 +6 +0.2%
AFS
649
AFG Fiduciary Services
Massachusetts
$420K -$356K -2,814 -46%
KF
650
Krilogy Financial
Missouri
$420K – – –
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