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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
251
Roble Belko & Company
Pennsylvania
$2.87M +$288K +2,172 +11%
FNBT
252
FineMark National Bank & Trust
Florida
$2.87M -$245K -1,850 -8%
NCM
253
Narwhal Capital Management
Georgia
$2.85M – – –
SAM
254
Strategy Asset Managers
California
$2.83M +$137K +1,036 +5%
AIP
255
Ameritas Investment Partners
Nebraska
$2.81M -$67.1K -506 -2%
BJL
256
Brighton Jones LLC
Washington
$2.8M +$265K +1,997 +11%
WWM
257
Western Wealth Management
Colorado
$2.73M -$40K -302 -1%
PD
258
Planning Directions
Pennsylvania
$2.72M -$170K -1,279 -6%
HWA
259
Hillcrest Wealth Advisors
New Jersey
$2.71M -$13.3K -100 -0.5%
PWP
260
Principle Wealth Partners
Connecticut
$2.7M +$259K +1,950 +11%
PAS
261
PKS Advisory Services
New York
$2.65M +$16.7K +126 +0.6%
SI
262
Stephens Inc
Arkansas
$2.65M -$369K -2,782 -12%
AAS
263
Ameritas Advisory Services
Nebraska
$2.63M -$2.95M -22,250 -53%
CWMGP
264
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.6M -$423K -3,191 -14%
NDSI
265
Newman Dignan & Sheerar Inc
Rhode Island
$2.58M -$3.31K -25 -0.1%
MA
266
Montag & Associates
Georgia
$2.58M -$167K -1,263 -6%
ATC
267
Argent Trust Co
Tennessee
$2.55M – – –
CL
268
Choreo LLC
Illinois
$2.52M -$126K -953 -5%
LNWWM
269
Laird Norton Wetherby Wealth Management
California
$2.48M +$2.42M +18,251 New
NEPWA
270
New England Private Wealth Advisors
Massachusetts
$2.47M +$3.58K +27 +0.2%
LOIM
271
Liberty One Investment Management
Illinois
$2.47M +$17.2K +130 +0.7%
VWA
272
Visionary Wealth Advisors
Illinois
$2.45M +$563K +4,247 +31%
S
273
Sachetta
Massachusetts
$2.42M +$1.72K +13 +0.1%
TCA
274
Transcend Capital Advisors
New Jersey
$2.42M -$2.18M -16,419 -48%
DAS
275
Dynamic Advisor Solutions
Arizona
$2.42M -$87.7K -661 -4%
9 10
11
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