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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
326
Optimum Investment Advisors
Illinois
$445K +$1.14K +14 +0.3%
SIA
327
SeaBridge Investment Advisors
New Jersey
$425K +$1.06K +13 +0.3%
BAS
328
Brown Advisory Securities
Maryland
$424K -$85.8K -1,055 -17%
FWCM
329
Ferguson Wellman Capital Management
Oregon
$423K -$796K -9,793 -66%
BA
330
Birinyi Associates
Connecticut
$422K -$40.6K -500 -9%
BHB
331
Bank Hapoalim BM
Israel
$422K +$29.2K +359 +8%
CCM
332
Coldstream Capital Management
Washington
$413K – – –
MWM
333
Mission Wealth Management
California
$406K – – –
NG
334
NatWest Group
United Kingdom
$406K +$149K +1,830 +61%
BFA
335
Benedict Financial Advisors
Georgia
$404K -$67.4K -829 -15%
EWM
336
Evercore Wealth Management
New York
$403K – – –
DK
337
Darrell & King
Virginia
$398K +$69.5K +855 +22%
HSA
338
HBK Sorce Advisory
Pennsylvania
$392K +$75K +922 +25%
SFSIG
339
San Francisco Sentry Investment Group
California
$388K +$376K +4,620 New
WI
340
WBI Investments
New Jersey
$387K +$375K +4,613 New
CIA
341
Choate Investment Advisors
Massachusetts
$382K – – –
PP
342
Patten & Patten
Tennessee
$380K +$368K +4,531 New
DBT
343
Dubuque Bank & Trust
Iowa
$366K -$26.1K -321 -7%
CAG
344
Crestwood Advisors Group
Massachusetts
$349K -$30.9K -380 -8%
CI
345
Cavalier Investments
Georgia
$348K -$50K -615 -13%
KWMG
346
King Wealth Management Group
Florida
$341K – – –
PWLP
347
Prio Wealth Limited Partnership
Massachusetts
$339K +$2.03K +25 +0.6%
TH
348
TCTC Holdings
Texas
$336K – – –
AIM
349
Acropolis Investment Management
Missouri
$335K – – –
NA
350
Nottingham Advisors
New York
$331K +$30K +369 +10%
12 13
14
15 16