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State Street SPDR S&P Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
251
Stratos Wealth Partners
Ohio
$448K +$453K +5,972 New
ST
252
Smithfield Trust
Pennsylvania
$443K -$22.8K -300 -5%
BP
253
Ballentine Partners
Massachusetts
$439K -$57.7K -760 -11%
CBN
254
Cadence Bank NA
Texas
$439K +$46.5K +612 +12%
CFA
255
Carroll Financial Associates
North Carolina
$426K -$759 -10 -0.2%
LI
256
LMCG Investments
Massachusetts
$416K +$3.79K +50 +0.9%
SIA
257
SeaBridge Investment Advisors
New Jersey
$415K – – –
AAM
258
Aureus Asset Management
Massachusetts
$413K -$73.2K -964 -15%
HSBC Holdings
259
HSBC Holdings
United Kingdom
$408K -$106K -1,400 -20%
HSA
260
HBK Sorce Advisory
Pennsylvania
$408K +$531 +7 +0.1%
NA
261
Nottingham Advisors
New York
$399K -$11.4K -150 -3%
FWCM
262
Ferguson Wellman Capital Management
Oregon
$397K – – –
Fifth Third Bancorp
263
Fifth Third Bancorp
Ohio
$391K +$72.9K +961 +23%
AAS
264
Annex Advisory Services
Wisconsin
$389K +$228 +3 +0.1%
FFBTD
265
First Financial Bank - Trust Division
Ohio
$388K – – –
BFG
266
Beacon Financial Group
Texas
$385K -$120K -1,576 -32%
CCFCSB
267
Cape Cod Five Cents Savings Bank
Massachusetts
$382K – – –
SAM
268
Summit Asset Management
Tennessee
$380K -$45.2K -595 -11%
Prudential Financial
269
Prudential Financial
New Jersey
$374K -$148K -1,950 -28%
RT
270
Reliance Trust
Georgia
$372K – – –
CLOS
271
Compagnie Lombard Odier SCmA
Switzerland
$367K – – –
KFA
272
Kays Financial Advisory
Georgia
$363K -$16.9K -223 -4%
LNWWM
273
Laird Norton Wetherby Wealth Management
California
$362K – – –
EWM
274
Evercore Wealth Management
New York
$358K – – –
FANJ
275
Financial Architects (New Jersey)
New Jersey
$352K -$15K -198 -4%