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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
CFB
776
Cullen/Frost Bankers
Texas
$262K +$9.83K +79 +4%
AA
777
AF Advisors
California
$258K – – –
CCFCSB
778
Cape Cod Five Cents Savings Bank
Massachusetts
$258K – – –
VWM
779
Venturi Wealth Management
Texas
$258K – – –
CBFP
780
Cedar Brook Financial Partners
Ohio
$258K +$249K +2,000 New
ML
781
Mayport LLC
Massachusetts
$258K +$249K +2,000 New
BC
782
Burney Company
Virginia
$257K – – –
FA
783
Fagan Associates
New York
$257K +$373 +3 +0.2%
CT
784
Caldwell Trust
Florida
$254K – – –
GWM
785
Greenwich Wealth Management
Connecticut
$252K +$249 +2 +0.1%
AFG
786
Alterity Financial Group
Maine
$251K +$242K +1,942 New
PFA
787
Pure Financial Advisors
California
$250K +$373 +3 +0.2%
CBTWT
788
Community Bank & Trust (Waco, Texas)
Texas
$248K – – –
GCP
789
Gill Capital Partners
Colorado
$247K -$2.37K -19 -1%
AAMC
790
Asset Allocation & Management Company
Illinois
$246K – – –
WI
791
Wintrust Investments
Illinois
$245K – – –
SW
792
StrongBox Wealth
Missouri
$242K -$3.36K -27 -1%
IDBONY
793
Israel Discount Bank of New York
New York
$242K – – –
LCM
794
LVM Capital Management
Michigan
$241K +$2.49K +20 +1%
TI
795
Truepoint Inc
Ohio
$237K – – –
HR
796
Howe & Rusling
New York
$237K +$498 +4 +0.2%
WIM
797
Warwick Investment Management
Texas
$237K +$228K +1,832 New
BFA
798
Beacon Financial Advisory
Ohio
$236K +$622 +5 +0.3%
WFA
799
WestHill Financial Advisors
California
$235K – – –
WTA
800
Washington Trust Advisors
Massachusetts
$235K +$227K +1,822 New
30 31
32
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