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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
TBA
226
Train Babcock Advisors
New York
$881K +$11K +141 +1%
DBT
227
Dubuque Bank & Trust
Iowa
$863K -$261K -3,340 -23%
PSI
228
Pinnacle Summer Investments
Virginia
$855K -$77K -985 -8%
BWM
229
Braver Wealth Management
Massachusetts
$852K +$58.1K +744 +7%
BFO
230
Boston Family Office
Massachusetts
$846K +$10.4K +133 +1%
MPM
231
Meritage Portfolio Management
Kansas
$818K -$156K -1,990 -16%
RFC
232
Regions Financial Corp
Alabama
$810K +$194K +2,489 +32%
FWP
233
FAS Wealth Partners
Kansas
$796K +$102K +1,305 +15%
PFM
234
Phillips Financial Management
Indiana
$782K -$2.89K -37 -0.4%
AIP
235
Ameritas Investment Partners
Nebraska
$773K +$21.6K +276 +3%
CBU
236
CIBC Bank USA
Illinois
$753K – – –
VNB
237
Valley National Bancorp
New York
$753K +$21.3K +273 +3%
WIC
238
Woodmont Investment Counsel
Tennessee
$749K – – –
WEC
239
Winslow Evans & Crocker
Massachusetts
$736K -$21.6K -276 -3%
TF
240
Tompkins Financial
New York
$730K -$61K -780 -8%
SFA
241
Sequoia Financial Advisors
Ohio
$723K +$469 +6 +0.1%
FHB
242
First Hawaiian Bank
Hawaii
$717K – – –
TC
243
Telemus Capital
Michigan
$714K +$45.6K +583 +7%
MHIM
244
MacNealy Hoover Investment Management
Ohio
$713K -$46.9K -600 -6%
HF
245
HRT Financial
New York
$712K +$707K +9,048 New
LPC
246
Loeb Partners Corp
New York
$693K – – –
BA
247
Birinyi Associates
Connecticut
$690K -$58.6K -750 -8%
ATC
248
Argent Trust Co
Tennessee
$676K +$671K +8,585 New
TWA
249
TCI Wealth Advisors
Arizona
$674K -$10K -128 -1%
PTC
250
Private Trust Company
Ohio
$673K +$668K +8,546 New
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10
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