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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
RG
351
Rikoon Group
New Mexico
$768K -$17.2K -182 -2%
SIC
352
Shoker Investment Counsel
Ohio
$766K -$86.6K -918 -10%
EIP
353
Ellis Investment Partners
Pennsylvania
$765K +$806K +8,547 New
BHWM
354
Bar Harbor Wealth Management
New Hampshire
$747K – – –
RFC
355
Regions Financial Corp
Alabama
$745K +$57.3K +608 +8%
NWP
356
Northstar Wealth Partners
Connecticut
$743K +$12.3K +130 +2%
AA
357
Ancora Advisors
Ohio
$742K +$13.3K +141 +2%
PCMC
358
Private Capital Management (Colorado)
Colorado
$740K +$779K +8,265 New
FPS
359
Fieldpoint Private Securities
Connecticut
$737K -$1.13K -12 -0.1%
FWP
360
FAS Wealth Partners
Kansas
$734K -$122K -1,294 -14%
CFMC
361
Curbstone Financial Management Corp
New Hampshire
$716K -$47.1K -500 -6%
SFG
362
SevenBridge Financial Group
Pennsylvania
$712K +$180K +1,911 +32%
SFA
363
Sequoia Financial Advisors
Ohio
$706K -$12.1K -128 -2%
GLA
364
Good Life Advisors
Pennsylvania
$695K -$28K -297 -4%
VC
365
Vicus Capital
Pennsylvania
$682K +$17.8K +189 +3%
DY
366
Dowling & Yahnke
California
$682K +$18.9K +200 +3%
TWA
367
TCI Wealth Advisors
Arizona
$661K -$34.8K -369 -5%
LIM
368
Loudon Investment Management
New Hampshire
$655K +$160K +1,700 +30%
BFO
369
Boston Family Office
Massachusetts
$652K -$60.4K -640 -8%
DT
370
Diversified Trust
Tennessee
$650K +$41.5K +440 +6%
MMPW
371
Mitchell McLeod Pugh & Williams
Alabama
$648K – – –
PA
372
Pinnacle Associates
New York
$644K -$317K -3,363 -32%
FMBTD
373
First Midwest Bank Trust Division
Illinois
$642K – – –
ASN
374
Advisory Services Network
Georgia
$637K +$213K +2,264 +47%
CB
375
Commerce Bank
Missouri
$629K +$250K +2,652 +61%
13 14
15
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