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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
GG
701
Gofen & Glossberg
Illinois
$221K – – –
RWM
702
Reston Wealth Management
Virginia
$221K +$1.57K +15 +0.7%
ACM
703
Allred Capital Management
Texas
$221K -$91.5K -872 -30%
SYBT
704
Stock Yards Bank & Trust
Kentucky
$220K – – –
VCM
705
Violich Capital Management
California
$219K – – –
VWM
706
Venturi Wealth Management
Texas
$216K +$1.05K +10 +0.5%
BFA
707
Benedict Financial Advisors
Georgia
$215K -$13.6K -130 -6%
BPCE
708
Bank Pictet & Cie (Europe)
Germany
$215K – – –
MPW
709
MA Private Wealth
California
$214K -$1.36K -13 -0.7%
PWP
710
Principle Wealth Partners
Connecticut
$213K -$135K -1,286 -39%
AA
711
Apriem Advisors
California
$212K +$630 +6 +0.3%
BWA
712
Burt Wealth Advisors
Maryland
$210K – – –
MFG
713
Magnus Financial Group
New York
$209K +$204K +1,945 New
WWM
714
Windsor Wealth Management
Indiana
$208K +$203K +1,934 New
WKWM
715
Walter & Keenan Wealth Management
Indiana
$206K +$201K +1,911 New
CBTWT
716
Community Bank & Trust (Waco, Texas)
Texas
$206K +$201K +1,918 New
SCP
717
Shorepoint Capital Partners
Massachusetts
$204K -$18.1K -172 -8%
SIC
718
Salem Investment Counselors
North Carolina
$204K – – –
HIMC
719
Heritage Investors Management Corp
Maryland
$203K +$198K +1,885 New
TNBTD
720
Trustmark National Bank Trust Department
Mississippi
$203K +$198K +1,889 New
IDBONY
721
Israel Discount Bank of New York
New York
$202K +$197K +1,875 New
TI
722
tru Independence
Oregon
$202K +$265K +2,523 New
LCM
723
LVM Capital Management
Michigan
$201K -$11.3K -108 -5%
HR
724
Howe & Rusling
New York
$199K +$16.2K +154 +9%
BCWM
725
Bartlett & Co Wealth Management
Ohio
$197K +$50.5K +481 +36%
27 28
29
30 31