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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
CCB
801
Cutter & Co Brokerage
Missouri
$312K +$2.26K +18 +0.8%
CFGSD
802
Compass Financial Group (South Dakota)
South Dakota
$311K -$87.3K -696 -23%
CAM
803
Covenant Asset Management
New Jersey
$306K – – –
CSIC
804
Clifford Swan Investment Counsel
California
$306K – – –
TSS
805
Two Sigma Securities
New York
$306K +$37K +295 +14%
AF
806
Advisornet Financial
Minnesota
$303K -$1.89M -15,105 -87%
FCA
807
Fortis Capital Advisors
Kansas
$303K +$290K +2,311 New
WA
808
Wealthstream Advisors
New York
$303K – – –
CT
809
Caldwell Trust
Florida
$301K +$8.78K +70 +3%
IGGA
810
Iron Gate Global Advisors
Utah
$301K -$20.7K -165 -7%
RBC
811
Romano Brothers & Co
Illinois
$300K – – –
EWM
812
Evercore Wealth Management
New York
$298K -$56.5K -450 -17%
CAG
813
Crestwood Advisors Group
Massachusetts
$297K +$284K +2,262 New
HPC
814
HM Payson & Co
Maine
$297K -$14.4K -115 -5%
MCC
815
Money Concepts Capital
Florida
$297K -$41.5K -331 -13%
VAS
816
Vestmark Advisory Solutions
Massachusetts
$296K +$78K +622 +38%
MIM
817
MTM Investment Management
South Carolina
$295K – – –
FI
818
Financial Insights
Washington
$295K +$282K +2,250 New
JHCP
819
Jackson Hole Capital Partners
Oklahoma
$295K – – –
JFG
820
JMG Financial Group
Illinois
$294K – – –
PIM
821
Penobscot Investment Management
Massachusetts
$294K -$51.2K -408 -15%
VNA
822
Valley National Advisers
Pennsylvania
$293K -$32K -255 -10%
IFWM
823
Institute for Wealth Management
Colorado
$293K – – –
SEP
824
Southland Equity Partners
Missouri
$292K -$7.03K -56 -2%
VCP
825
Vista Capital Partners
Oregon
$290K -$35K -279 -11%
31 32
33
34 35