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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
726
Oak Asset Management
California
$416K – – –
HWA
727
Heartwood Wealth Advisors
Virginia
$416K – – –
KFI
728
Key Financial Inc
Pennsylvania
$414K – – –
TFGT
729
TS Financial Group (TSFG)
Illinois
$412K +$140K +1,135 +53%
LAM
730
Lakewood Asset Management
Illinois
$412K +$407K +3,296 New
CWM
731
Curi Wealth Management
North Carolina
$411K – – –
PBT
732
Pictet Bank & Trust
Bahamas
$410K – – –
VCP
733
Vista Capital Partners
Oregon
$409K -$65.6K -531 -14%
LIM
734
Loudon Investment Management
New Hampshire
$406K – – –
PWMAG
735
Pinnacle Wealth Management Advisory Group
New Jersey
$404K +$399K +3,227 New
GIA
736
GHP Investment Advisors
Colorado
$403K – – –
CPIG
737
Chicago Partners Investment Group
Illinois
$399K -$494 -4 -0.1%
SAM
738
Sequent Asset Management
Texas
$396K – – –
UBV
739
United Bank (Virginia)
Virginia
$395K +$390K +3,158 New
HCM
740
Hengehold Capital Management
Ohio
$394K +$988 +8 +0.3%
CFGSD
741
Compass Financial Group (South Dakota)
South Dakota
$394K +$389K +3,152 New
VNA
742
Valley National Advisers
Pennsylvania
$393K +$1.36K +11 +0.4%
AFS
743
AFG Fiduciary Services
Massachusetts
$392K -$19.6K -159 -5%
NWA
744
Navis Wealth Advisors
New York
$392K +$387K +3,134 New
AFG
745
Affinia Financial Group
Massachusetts
$392K -$74.1K -600 -16%
KOMWMG
746
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$391K +$2.72K +22 +0.7%
SFG
747
SNS Financial Group
Minnesota
$391K – – –
NAM
748
NTV Asset Management
West Virginia
$388K – – –
ORC
749
O'Rourke & Company
Massachusetts
$386K +$93.3K +755 +32%
SCFS
750
S.C. Financial Services
Arizona
$384K +$100K +813 +36%
28 29
30
31 32