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State Street SPDR S&P Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
376
OneDigital Investment Advisors
Kansas
$628K +$662K +7,017 New
AL
377
Aspiriant LLC
California
$625K -$7.92K -84 -1%
HWA
378
HHM Wealth Advisors
Tennessee
$617K +$650K +6,893 New
SWA
379
Stratos Wealth Advisors
Ohio
$615K +$648K +6,870 New
UBS AM
380
UBS AM
Illinois
$612K +$419K +4,448 +187%
BC
381
Burleson & Co
California
$611K -$54.5K -578 -9%
LNWWM
382
Laird Norton Wetherby Wealth Management
California
$610K
AWM
383
AE Wealth Management
Kansas
$609K +$108K +1,141 +20%
AP
384
Appleton Partners
Massachusetts
$608K -$13.2K -140 -2%
UBG
385
United Bank (Georgia)
Georgia
$606K +$237K +2,514 +59%
CCM
386
Compton Capital Management
Rhode Island
$605K -$276K -2,925 -30%
SFS
387
Summit Financial Strategies
Ohio
$603K +$635K +6,731 New
FPFS
388
First Personal Financial Services
North Carolina
$600K
KA
389
Kovack Advisors
Florida
$593K -$46.3K -491 -7%
AIA
390
Arcadia Investment Advisors
Idaho
$576K +$607K +6,438 New
CDIA
391
Capital Directions Investment Advisors
Georgia
$572K
SCA
392
Snowden Capital Advisors
New York
$571K +$114K +1,204 +23%
RPA
393
Rock Point Advisors
Vermont
$566K +$596K +6,320 New
DC
394
Derby & Company
Massachusetts
$565K +$24K +255 +4%
GWS
395
Glassman Wealth Services
Virginia
$558K
ZIM
396
Zacks Investment Management
Illinois
$558K +$587K +6,228 New
MA
397
MUFG Americas
New York
$556K +$275K +2,920 +89%
SSB
398
Sandy Spring Bank
Maryland
$554K -$140K -1,480 -19%
PSUF
399
People's United Financial
Connecticut
$554K +$377 +4 +0.1%
SGAM
400
Steinberg Global Asset Management
Florida
$554K +$126K +1,332 +27%