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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
DT
326
Diversified Trust
Tennessee
$622K – – –
LNWWM
327
Laird Norton Wetherby Wealth Management
California
$622K +$10.4K +113 +2%
FPFS
328
First Personal Financial Services
North Carolina
$621K -$27.6K -300 -4%
AP
329
Appleton Partners
Massachusetts
$620K +$29.9K +325 +5%
FMBTD
330
First Midwest Bank Trust Division
Illinois
$619K – – –
RCAG
331
Rehmann Capital Advisory Group
Michigan
$618K +$294K +3,190 +92%
SWM
332
SeaCrest Wealth Management
New York
$617K +$6.54K +71 +1%
DCM
333
Donaldson Capital Management
Indiana
$614K -$7.37K -80 -1%
SS
334
Sunbelt Securities
Texas
$609K +$1.47K +16 +0.2%
CCM
335
Canal Capital Management
Virginia
$607K +$1.38K +15 +0.2%
F
336
F3Logic
Minnesota
$600K -$349K -3,790 -37%
TAM
337
Tocqueville Asset Management
New York
$598K -$18.4K -200 -3%
JWBC
338
J.W. Burns & Co
New York
$598K +$8.38K +91 +1%
VIA
339
Vantage Investment Advisors
Pennsylvania
$587K – – –
CSIC
340
Clifford Swan Investment Counsel
California
$582K – – –
GWS
341
Glassman Wealth Services
Virginia
$577K – – –
FAG
342
Financial Advisory Group
Texas
$570K -$209K -2,266 -27%
MRC
343
Millburn Ridgefield Corp
New York
$567K +$147K +1,598 +35%
RWM
344
Ritholtz Wealth Management
New York
$555K -$9.85K -107 -2%
SFG
345
SevenBridge Financial Group
Pennsylvania
$554K +$52.4K +569 +11%
WEC
346
Winslow Evans & Crocker
Massachusetts
$552K +$60K +652 +12%
LSAG
347
Lake Street Advisors Group
New Hampshire
$547K -$574K -6,235 -51%
NCM
348
New Capital Management
Texas
$543K – – –
CA
349
Cambridge Advisors
Nebraska
$539K – – –
SMC
350
Smith, Moore & Co
Missouri
$536K +$2.85K +31 +0.5%
12 13
14
15 16