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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
301
Private Trust Company
Ohio
$823K -$71.4K -737 -8%
BHWM
302
Bar Harbor Wealth Management
New Hampshire
$817K – – –
FPS
303
Fieldpoint Private Securities
Connecticut
$808K -$3.39K -35 -0.4%
KSA
304
Ken Stern & Associates
California
$805K +$40.9K +422 +5%
NWP
305
Northstar Wealth Partners
Connecticut
$799K +$3.88K +40 +0.5%
AA
306
Ancora Advisors
Ohio
$797K +$41K +423 +5%
GLA
307
Good Life Advisors
Pennsylvania
$789K +$62.2K +642 +9%
SFA
308
Sequoia Financial Advisors
Ohio
$785K +$12.8K +132 +2%
BFO
309
Boston Family Office
Massachusetts
$776K -$485 -5 -0.1%
TWA
310
TCI Wealth Advisors
Arizona
$759K +$388 +4 +0.1%
RFC
311
Regions Financial Corp
Alabama
$755K -$14.9K -154 -2%
SSB
312
Sandy Spring Bank
Maryland
$752K -$9.69K -100 -1%
MRC
313
Millburn Ridgefield Corp
New York
$733K +$132K +1,364 +22%
VC
314
Vicus Capital
Pennsylvania
$728K -$5.72K -59 -0.8%
MMPW
315
Mitchell McLeod Pugh & Williams
Alabama
$708K -$97.4K -1,005 -12%
FMBTD
316
First Midwest Bank Trust Division
Illinois
$703K +$48.5K +500 +7%
AWS
317
AJ Wealth Strategies
New York
$699K – – –
KA
318
Kovack Advisors
Florida
$697K +$37.4K +386 +6%
AI
319
Atria Investments
North Carolina
$692K -$6.78K -70 -1%
AL
320
Aspiriant LLC
California
$689K -$175K -1,809 -20%
FHC
321
First Heartland Consultants
Missouri
$680K -$26.3K -271 -4%
DCM
322
Donaldson Capital Management
Indiana
$680K +$30.9K +319 +5%
AP
323
Appleton Partners
Massachusetts
$679K +$23.6K +243 +4%
DT
324
Diversified Trust
Tennessee
$668K +$10.8K +111 +2%
LNWWM
325
Laird Norton Wetherby Wealth Management
California
$667K +$10.7K +110 +2%
11 12
13
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