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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
626
WealthSource Partners
California
$519K -$22.2K -182 -4%
TNBTD
627
Trustmark National Bank Trust Department
Mississippi
$515K – – –
HS
628
Horan Securities
United States
$513K +$511K +4,183 New
MAA
629
Matrix Asset Advisors
New York
$511K – – –
ANBT
630
American National Bank & Trust
Texas
$505K +$75.2K +616 +18%
CIAS
631
Capital Investment Advisory Services
North Carolina
$505K -$7.57K -62 -1%
KFA
632
Kapstone Financial Advisors
Ohio
$503K -$12.2K -100 -2%
CB
633
Commerce Bank
Missouri
$502K -$48.9K -400 -9%
EWA
634
Exencial Wealth Advisors
Oklahoma
$500K – – –
RSWM
635
Robertson Stephens Wealth Management
California
$500K -$18.4K -151 -4%
MTIC
636
Missouri Trust & Investment Company
Missouri
$499K +$13.3K +109 +3%
RWM
637
Revisor Wealth Management
Ohio
$497K -$218K -1,786 -31%
MCP
638
Martin Capital Partners
Oregon
$495K -$27.6K -226 -5%
KFI
639
Key Financial Inc
Pennsylvania
$494K – – –
WPW
640
Waldron Private Wealth
Pennsylvania
$494K – – –
GFPC
641
Global Financial Private Client
Florida
$492K – – –
TCPWM
642
Traverso Chambers Private Wealth Management
California
$492K – – –
KWA
643
Kingswood Wealth Advisors
California
$490K +$488K +3,999 New
CCM
644
Coldstream Capital Management
Washington
$488K -$69.6K -570 -13%
CCA
645
Childress Capital Advisors
Texas
$487K +$485K +3,971 New
EWM
646
EPG Wealth Management
Georgia
$486K +$38.1K +312 +9%
RPC
647
Rossmore Private Capital
Connecticut
$485K – – –
FAB
648
First American Bank
Illinois
$482K – – –
MCM
649
Magnolia Capital Management
New York
$478K – – –
WCM
650
WealthBridge Capital Management
Ohio
$477K -$46.4K -380 -9%
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