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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
626
Capital Investment Advisory Services
North Carolina
$477K +$4.15K +34 +0.8%
CF
627
Centaurus Financial
California
$472K +$86.2K +706 +21%
BA
628
Baugh & Associates
Georgia
$470K -$17.8K -146 -3%
ITIM
629
Indiana Trust & Investment Management
Indiana
$466K +$495K +4,053 New
SWM
630
Selective Wealth Management
Virginia
$464K -$86.8K -711 -15%
RIM
631
Rockbridge Investment Management
New York
$464K +$21.2K +174 +5%
KFI
632
Key Financial Inc
Pennsylvania
$463K – – –
WPW
633
Waldron Private Wealth
Pennsylvania
$463K – – –
GWP
634
Gateway Wealth Partners
Wisconsin
$463K -$26K -213 -5%
TCPWM
635
Traverso Chambers Private Wealth Management
California
$461K – – –
MTIC
636
Missouri Trust & Investment Company
Missouri
$458K -$10.9K -89 -2%
KFA
637
Kapstone Financial Advisors
Ohio
$458K – – –
EWA
638
Exencial Wealth Advisors
Oklahoma
$457K -$12.7K -104 -3%
EWM
639
EPG Wealth Management
Georgia
$457K +$976 +8 +0.2%
GFPC
640
Global Financial Private Client
Florida
$454K – – –
CCM
641
Coldstream Capital Management
Washington
$453K -$4.52K -37 -0.9%
TI
642
Truepoint Inc
Ohio
$453K -$106K -866 -18%
MG
643
Mather Group
Illinois
$453K -$143K -1,168 -23%
OP
644
ORG Partners
Indiana
$453K -$300K -2,456 -38%
FAB
645
First American Bank
Illinois
$452K – – –
GAM
646
GEM Asset Management
Michigan
$448K +$12.1K +99 +3%
MCP
647
Martin Capital Partners
Oregon
$444K -$22.2K -182 -5%
AC
648
Addison Capital
Pennsylvania
$444K -$1.83K -15 -0.4%
MAA
649
Matrix Asset Advisors
New York
$442K -$39.7K -325 -8%
TAM
650
Tocqueville Asset Management
New York
$442K – – –
24 25
26
27 28