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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
351
Oppenheimer Asset Management
New York
$788K +$830K +8,802 New
RMCM
352
Reynders McVeigh Capital Management
Massachusetts
$787K – – –
CFD
353
Creative Financial Designs
Indiana
$783K -$39.6K -420 -5%
SS
354
Sunbelt Securities
Texas
$770K +$190K +2,016 +31%
CS
355
Credit Suisse
Switzerland
$769K -$2.65M -28,055 -77%
RG
356
Rikoon Group
New Mexico
$768K -$17.2K -182 -2%
SIC
357
Shoker Investment Counsel
Ohio
$766K -$86.6K -918 -10%
EIP
358
Ellis Investment Partners
Pennsylvania
$765K +$806K +8,547 New
BHWM
359
Bar Harbor Wealth Management
New Hampshire
$747K – – –
RFC
360
Regions Financial Corp
Alabama
$745K +$57.3K +608 +8%
NWP
361
Northstar Wealth Partners
Connecticut
$743K +$12.3K +130 +2%
AA
362
Ancora Advisors
Ohio
$742K +$13.3K +141 +2%
PCMC
363
Private Capital Management (Colorado)
Colorado
$740K +$779K +8,265 New
FPS
364
Fieldpoint Private Securities
Connecticut
$737K -$1.13K -12 -0.1%
FWP
365
FAS Wealth Partners
Kansas
$734K -$122K -1,294 -14%
CFMC
366
Curbstone Financial Management Corp
New Hampshire
$716K -$47.1K -500 -6%
SFG
367
SevenBridge Financial Group
Pennsylvania
$712K +$180K +1,911 +32%
SFA
368
Sequoia Financial Advisors
Ohio
$706K -$12.1K -128 -2%
GLA
369
Good Life Advisors
Pennsylvania
$695K -$28K -297 -4%
VC
370
Vicus Capital
Pennsylvania
$682K +$17.8K +189 +3%
DY
371
Dowling & Yahnke
California
$682K +$18.9K +200 +3%
TWA
372
TCI Wealth Advisors
Arizona
$661K -$34.8K -369 -5%
LIM
373
Loudon Investment Management
New Hampshire
$655K +$160K +1,700 +30%
BFO
374
Boston Family Office
Massachusetts
$652K -$60.4K -640 -8%
DT
375
Diversified Trust
Tennessee
$650K +$41.5K +440 +6%
13 14
15
16 17