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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
426
Concentric Wealth Management
California
$275K -$132K -1,514 -33%
HTC
427
Haverford Trust Company
Pennsylvania
$269K +$267K +3,056 New
SCA
428
Stonebridge Capital Advisors
Minnesota
$268K – – –
WF
429
WealthTrust Fairport
Ohio
$266K +$437 +5 +0.2%
AL
430
Aspiriant LLC
California
$266K +$264K +3,019 New
BCP
431
Blue Chip Partners
Michigan
$264K – – –
MA
432
MCF Advisors
Kentucky
$263K -$12.8K -146 -5%
SHGA
433
Sand Hill Global Advisors
California
$259K +$257K +2,944 New
SC
434
Savant Capital
Illinois
$258K – – –
AWA
435
Arete Wealth Advisors
Illinois
$257K +$36K +412 +16%
MA
436
MUFG Americas
New York
$256K -$24.9K -285 -9%
SNT
437
Security National Trust
West Virginia
$256K – – –
ACP
438
Aveo Capital Partners
Colorado
$255K -$314K -3,592 -55%
SAM
439
Summit Asset Management
Tennessee
$255K – – –
VKH
440
Virtu KCG Holdings
New York
$254K -$198K -2,262 -44%
HCM
441
Howland Capital Management
Massachusetts
$254K -$17.5K -200 -6%
CA
442
Capital Advantage
California
$253K – – –
VNA
443
Valley National Advisers
Pennsylvania
$240K -$103K -1,175 -30%
HW
444
Hedeker Wealth
Illinois
$239K -$32.2K -369 -12%
PWM
445
Perigon Wealth Management
California
$239K – – –
NPF
446
Norris Perne & French
Michigan
$239K +$237K +2,710 New
HCM
447
Hall Capital Management
Rhode Island
$238K – – –
BFIM
448
Beese Fulmer Investment Management
Ohio
$237K – – –
KF
449
Krilogy Financial
Missouri
$237K – – –
GKWIM
450
Gerber Kawasaki Wealth & Investment Management
California
$236K -$26.2K -300 -10%
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