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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
326
Partnervest Advisory Services
California
$313K -$752K -9,599 -70%
KWMG
327
King Wealth Management Group
Florida
$310K – – –
FIM
328
Frontier Investment Management
Texas
$309K -$37.4K -477 -11%
FFBTD
329
First Financial Bank - Trust Division
Ohio
$309K – – –
TH
330
TCTC Holdings
Texas
$305K – – –
AIM
331
Acropolis Investment Management
Missouri
$304K – – –
AA
332
Advisory Alpha
Michigan
$303K -$39.1K -499 -11%
KFA
333
Kays Financial Advisory
Georgia
$297K -$8.31K -106 -3%
SNT
334
Security National Trust
West Virginia
$297K – – –
CL
335
CPWM LLC
Washington
$296K +$24.9K +318 +9%
GT
336
Glenmede Trust
Pennsylvania
$294K -$33.9K -432 -10%
GWS
337
Glassman Wealth Services
Virginia
$290K – – –
RIA
338
Regal Investment Advisors
Michigan
$289K -$2.46M -31,405 -89%
GC
339
Garde Capital
Washington
$280K -$5.25K -67 -2%
NL
340
NWAM LLC
Washington
$280K +$313K +4,000 New
CFA
341
Carroll Financial Associates
North Carolina
$277K +$2.59K +33 +0.9%
SMC
342
Smith, Moore & Co
Missouri
$276K +$4.62K +59 +2%
VIA
343
Vantage Investment Advisors
Pennsylvania
$275K -$213K -2,716 -43%
TFA
344
Transamerica Financial Advisors
Florida
$275K -$51K -651 -15%
GLRA
345
Gerald L. Ray & Associates
Texas
$270K -$26.1K -333 -9%
CWA
346
Cypress Wealth Advisors
California
$270K +$278K +3,541 New
AL
347
Aspiriant LLC
California
$269K +$276K +3,524 New
NAMP
348
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$265K – – –
EVM
349
Eaton Vance Management
Massachusetts
$264K – – –
FAB
350
First American Bank
Illinois
$264K – – –
12 13
14
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