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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
226
Braver Wealth Management
Massachusetts
$852K +$58.1K +744 +7%
BFO
227
Boston Family Office
Massachusetts
$846K +$10.4K +133 +1%
MPM
228
Meritage Portfolio Management
Kansas
$818K -$156K -1,990 -16%
RFC
229
Regions Financial Corp
Alabama
$810K +$194K +2,489 +32%
FWP
230
FAS Wealth Partners
Kansas
$796K +$102K +1,305 +15%
PFM
231
Phillips Financial Management
Indiana
$782K -$2.89K -37 -0.4%
AIP
232
Ameritas Investment Partners
Nebraska
$773K +$21.6K +276 +3%
CBU
233
CIBC Bank USA
Illinois
$753K – – –
VNB
234
Valley National Bancorp
New York
$753K +$21.3K +273 +3%
WIC
235
Woodmont Investment Counsel
Tennessee
$749K – – –
WEC
236
Winslow Evans & Crocker
Massachusetts
$736K -$21.6K -276 -3%
TF
237
Tompkins Financial
New York
$730K -$61K -780 -8%
SFA
238
Sequoia Financial Advisors
Ohio
$723K +$469 +6 +0.1%
FHB
239
First Hawaiian Bank
Hawaii
$717K – – –
TC
240
Telemus Capital
Michigan
$714K +$45.6K +583 +7%
MHIM
241
MacNealy Hoover Investment Management
Ohio
$713K -$46.9K -600 -6%
HF
242
HRT Financial
New York
$712K +$707K +9,048 New
LPC
243
Loeb Partners Corp
New York
$693K – – –
BA
244
Birinyi Associates
Connecticut
$690K -$58.6K -750 -8%
ATC
245
Argent Trust Co
Tennessee
$676K +$671K +8,585 New
TWA
246
TCI Wealth Advisors
Arizona
$674K -$10K -128 -1%
PTC
247
Private Trust Company
Ohio
$673K +$668K +8,546 New
DCM
248
Donaldson Capital Management
Indiana
$667K -$55.5K -710 -8%
BWM
249
Baystate Wealth Management
Massachusetts
$667K -$7.03K -90 -1%
BFA
250
Benedict Financial Advisors
Georgia
$655K +$652K +8,344 New
8 9
10
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