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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
HBW
826
Hazlett, Burt & Watson
West Virginia
$289K -$48.6K -386 -14%
WA
827
Wealthstream Advisors
New York
$286K – – –
CFB
828
Cullen/Frost Bankers
Texas
$285K – – –
SIC
829
Salem Investment Counselors
North Carolina
$285K – – –
IGGA
830
Iron Gate Global Advisors
Utah
$285K – – –
BCP
831
Berkeley Capital Partners
Georgia
$281K +$8.05K +64 +3%
MPW
832
Monterey Private Wealth
California
$280K +$252 +2 +0.1%
RWP
833
RWA Wealth Partners
Massachusetts
$280K – – –
FB
834
Fulton Bank
Pennsylvania
$280K – – –
EWM
835
Evercore Wealth Management
New York
$279K +$7.93K +63 +3%
MIM
836
MTM Investment Management
South Carolina
$278K – – –
JFG
837
JMG Financial Group
Illinois
$277K – – –
PNAA
838
Pictet North America Advisors
Switzerland
$273K +$278K +2,210 New
HCM
839
Hall Capital Management
Rhode Island
$272K – – –
NFP
840
Narus Financial Partners
Utah
$272K – – –
HSA
841
HBK Sorce Advisory
Pennsylvania
$271K -$274K -2,179 -50%
FG
842
Fiduciary Group
Georgia
$271K +$275K +2,189 New
CFCI
843
Comprehensive Financial Consultants Institutional
Indiana
$266K -$6.42K -51 -2%
TF
844
Tompkins Financial
New York
$266K -$322K -2,556 -54%
PW
845
Peninsula Wealth
California
$266K – – –
LWA
846
LWS Wealth Advisors
New Jersey
$265K -$377 -3 -0.1%
PWA
847
PCG Wealth Advisors
Kansas
$265K +$269K +2,141 New
SVWAG
848
Sound View Wealth Advisors Group
Georgia
$264K +$269K +2,136 New
PAMG
849
Patton Albertson Miller Group
Tennessee
$262K – – –
WBCM
850
Wilson & Boucher Capital Management
California
$260K – – –
32 33
34
35 36