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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
ASC
401
Atalanta Sosnoff Capital
New York
$464K -$38.1K -407 -8%
FNT
402
First National Trust
Pennsylvania
$459K +$235K +2,510 +107%
AIM
403
Acropolis Investment Management
Missouri
$457K – – –
CWM
404
Calamos Wealth Management
Illinois
$455K – – –
ADL
405
Asset Dedication LLC
California
$450K +$156K +1,660 +53%
DWM
406
Dynasty Wealth Management
Florida
$448K +$444K +4,738 New
HTC
407
Haverford Trust Company
Pennsylvania
$445K +$159K +1,700 +57%
WWMSC
408
Wagner Wealth Management (South Carolina)
South Carolina
$442K +$434K +4,633 New
CB
409
Commerce Bank
Missouri
$440K +$135K +1,445 +45%
MWA
410
MFA Wealth Advisors
Pennsylvania
$436K +$430K +4,586 New
KPAG
411
KLS Professional Advisors Group
New York
$431K +$427K +4,560 New
DK
412
Darrell & King
Virginia
$428K +$187 +2 +0%
BMM
413
Buffington Mohr McNeal
Idaho
$424K – – –
PIM
414
Penobscot Investment Management
Massachusetts
$422K -$21.6K -230 -5%
PWM
415
Patriot Wealth Management
Texas
$415K +$42.2K +450 +11%
SFG
416
SNS Financial Group
Minnesota
$414K – – –
CFMC
417
Curbstone Financial Management Corp
New Hampshire
$411K -$451K -4,818 -53%
BA
418
Birinyi Associates
Connecticut
$405K – – –
BRWA
419
B. Riley Wealth Advisors
Florida
$404K +$47.3K +505 +13%
SC
420
Savant Capital
Illinois
$403K – – –
SGAM
421
Steinberg Global Asset Management
Florida
$397K -$144K -1,541 -27%
WSTAM
422
Wilbanks Smith & Thomas Asset Management
Virginia
$394K +$141K +1,500 +56%
HSA
423
HBK Sorce Advisory
Pennsylvania
$389K -$19K -203 -5%
PGA
424
Premia Global Advisors
Florida
$388K +$386K +4,115 New
LC
425
Lourd Capital
California
$387K +$384K +4,097 New
15 16
17
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