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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
BMM
426
Buffington Mohr McNeal
Idaho
$343K – – –
OIA
427
Optimum Investment Advisors
Illinois
$339K +$1.45K +15 +0.4%
FANJ
428
Financial Architects (New Jersey)
New Jersey
$338K -$10.2K -105 -3%
PWM
429
Perigon Wealth Management
California
$338K +$33.9K +350 +11%
TI
430
Truepoint Inc
Ohio
$337K – – –
BDF
431
Balasa Dinverno & Foltz
$334K – – –
BCP
432
Berkeley Capital Partners
Georgia
$332K -$6.98K -72 -2%
CA
433
Crewe Advisors
Utah
$332K – – –
CCT
434
Chemung Canal Trust
New York
$330K – – –
SPL
435
Smart Portfolios LLC
Washington
$329K +$12.5K +129 +4%
ECM
436
Evergreen Capital Management
Washington
$327K – – –
HTC
437
Haverford Trust Company
Pennsylvania
$327K – – –
TC
438
Truvestments Capital
Florida
$323K -$4.46K -46 -1%
AWA
439
Arete Wealth Advisors
Illinois
$323K +$4.55K +47 +1%
MA
440
MUFG Americas
New York
$322K +$46.5K +480 +17%
HSA
441
HBK Sorce Advisory
Pennsylvania
$319K -$57.2K -590 -15%
IC
442
Intersect Capital
California
$317K – – –
RT
443
Reliance Trust
Georgia
$316K – – –
FIM
444
Frontier Investment Management
Texas
$315K +$38.4K +396 +14%
BIAS
445
Beacon Investment Advisory Services
New Jersey
$312K – – –
PWLP
446
Prio Wealth Limited Partnership
Massachusetts
$307K -$38.3K -395 -11%
KF
447
Krilogy Financial
Missouri
$307K – – –
PAS
448
Partnervest Advisory Services
California
$306K -$16.4K -169 -5%
MAA
449
Matrix Asset Advisors
New York
$304K +$60.5K +624 +25%
DK
450
Darrell & King
Virginia
$301K – – –
16 17
18
19 20