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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
651
Bartlett & Co Wealth Management
Ohio
$415K – – –
BC
652
Bartlett & Co
Ohio
$415K – – –
PWMG
653
Provence Wealth Management Group
California
$415K – – –
ACP
654
Ashfield Capital Partners
California
$415K +$436K +3,500 New
GIA
655
Gladstone Institutional Advisory
Florida
$413K -$29.2K -234 -6%
WSTAM
656
Wilbanks Smith & Thomas Asset Management
Virginia
$412K -$10.3K -83 -2%
BFO
657
Boston Family Office
Massachusetts
$411K -$74.8K -600 -15%
MTIC
658
Missouri Trust & Investment Company
Missouri
$411K – – –
B
659
Bailard
California
$408K -$35.4K -284 -8%
MFA
660
Mayflower Financial Advisors
Massachusetts
$408K – – –
PMFA
661
Plante Moran Financial Advisors
Michigan
$406K +$249 +2 +0.1%
DI
662
DFPG Investments
Utah
$402K -$6.86K -55 -2%
EW
663
Evoke Wealth
California
$402K – – –
PP
664
Patten & Patten
Tennessee
$402K – – –
RF
665
Resolute Financial
Massachusetts
$401K +$43.8K +351 +12%
BDF
666
Balasa Dinverno & Foltz
$400K – – –
AGA
667
Arkos Global Advisors
Texas
$398K -$492K -3,949 -54%
GC
668
Gratus Capital
Georgia
$398K +$16.5K +132 +4%
JCM
669
Janney Capital Management
Pennsylvania
$392K +$412K +3,302 New
GIA
670
GHP Investment Advisors
Colorado
$391K +$748 +6 +0.2%
KF
671
Krilogy Financial
Missouri
$389K – – –
MW
672
Marcum Wealth
Ohio
$384K +$39.3K +315 +11%
AFS
673
AFG Fiduciary Services
Massachusetts
$383K -$6.48K -52 -2%
CDH
674
Charles D. Hyman
$383K +$21.7K +174 +6%
TH
675
TCTC Holdings
Texas
$382K – – –
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