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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
EDRH
301
Edmond de Rothschild Holding
Switzerland
$733K -$63.8K -712 -8%
SBSB
302
Sullivan, Bruyette, Speros & Blaney
Virginia
$723K -$7.08K -79 -1%
TAM
303
Tocqueville Asset Management
New York
$723K +$896 +10 +0.1%
FPCP
304
Fort Point Capital Partners
California
$722K -$42.4K -473 -6%
AA
305
Ancora Advisors
Ohio
$717K +$11.6K +130 +2%
GLA
306
Good Life Advisors
Pennsylvania
$704K +$29.5K +329 +4%
SFSIG
307
San Francisco Sentry Investment Group
California
$702K +$177K +1,972 +34%
HCM
308
Hengehold Capital Management
Ohio
$689K -$3.4K -38 -0.5%
LIM
309
Loudon Investment Management
New Hampshire
$688K -$408K -4,550 -38%
MFBTD
310
MB Financial Bank - Trust Department
Illinois
$654K – – –
CCM
311
Covington Capital Management
California
$652K +$639K +7,134 New
ACP
312
Aveo Capital Partners
Colorado
$643K +$313K +3,492 +98%
FPFS
313
First Personal Financial Services
North Carolina
$639K – – –
SBH
314
Segall Bryant & Hamill
Illinois
$635K +$179 +2 +0%
CSIC
315
Clifford Swan Investment Counsel
California
$619K – – –
DCM
316
Donaldson Capital Management
Indiana
$619K – – –
GWS
317
Glassman Wealth Services
Virginia
$614K – – –
FHC
318
First Heartland Consultants
Missouri
$613K +$44.3K +495 +8%
FMBTD
319
First Midwest Bank Trust Division
Illinois
$610K -$197K -2,200 -25%
KSA
320
Ken Stern & Associates
California
$610K +$22K +246 +4%
AP
321
Appleton Partners
Massachusetts
$606K -$17K -190 -3%
LP
322
LGL Partners
Pennsylvania
$598K -$1.06M -11,813 -64%
LNWWM
323
Laird Norton Wetherby Wealth Management
California
$582K +$10.3K +115 +2%
JWBC
324
J.W. Burns & Co
New York
$581K – – –
PA
325
Pinnacle Associates
New York
$571K +$269 +3 +0%
11 12
13
14 15