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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
NEPWA
426
New England Private Wealth Advisors
Massachusetts
$346K +$582 +6 +0.2%
BMM
427
Buffington Mohr McNeal
Idaho
$343K – – –
OIA
428
Optimum Investment Advisors
Illinois
$339K +$1.45K +15 +0.4%
FANJ
429
Financial Architects (New Jersey)
New Jersey
$338K -$10.2K -105 -3%
PWM
430
Perigon Wealth Management
California
$338K +$33.9K +350 +11%
TI
431
Truepoint Inc
Ohio
$337K – – –
BDF
432
Balasa Dinverno & Foltz
$334K – – –
BCP
433
Berkeley Capital Partners
Georgia
$332K -$6.98K -72 -2%
CA
434
Crewe Advisors
Utah
$332K – – –
CCT
435
Chemung Canal Trust
New York
$330K – – –
SPL
436
Smart Portfolios LLC
Washington
$329K +$12.5K +129 +4%
ECM
437
Evergreen Capital Management
Washington
$327K – – –
HTC
438
Haverford Trust Company
Pennsylvania
$327K – – –
TC
439
Truvestments Capital
Florida
$323K -$4.46K -46 -1%
AWA
440
Arete Wealth Advisors
Illinois
$323K +$4.55K +47 +1%
MA
441
MUFG Americas
New York
$322K +$46.5K +480 +17%
HSA
442
HBK Sorce Advisory
Pennsylvania
$319K -$57.2K -590 -15%
IC
443
Intersect Capital
California
$317K – – –
RT
444
Reliance Trust
Georgia
$316K – – –
FIM
445
Frontier Investment Management
Texas
$315K +$38.4K +396 +14%
BIAS
446
Beacon Investment Advisory Services
New Jersey
$312K – – –
PWLP
447
Prio Wealth Limited Partnership
Massachusetts
$307K -$38.3K -395 -11%
KF
448
Krilogy Financial
Missouri
$307K – – –
PAS
449
Partnervest Advisory Services
California
$306K -$16.4K -169 -5%
MAA
450
Matrix Asset Advisors
New York
$304K +$60.5K +624 +25%
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