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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
SFWA
451
Summit Financial Wealth Advisors
Louisiana
$223K -$5.46K -65 -2%
IWMPD
452
Integrated Wealth Management (Palm Desert)
California
$222K +$10.7K +127 +5%
BSB
453
Bangor Savings Bank
Maine
$216K – – –
BFA
454
Bragg Financial Advisors
North Carolina
$215K -$31.9K -380 -13%
PFM
455
Peak Financial Management
Massachusetts
$215K – – –
AWA
456
Arete Wealth Advisors
Illinois
$215K +$211K +2,509 New
HIMC
457
Heritage Investors Management Corp
Maryland
$211K -$4.2K -50 -2%
HCM
458
HMS Capital Management
Tennessee
$210K -$11.4K -136 -5%
PFO
459
Pathstone Family Office
New Jersey
$208K +$205K +2,435 New
RCWMU
460
Rothschild & Co Wealth Management (UK)
United Kingdom
$207K – – –
BP
461
BBR Partners
New York
$206K +$202K +2,405 New
WSTAM
462
Wilbanks Smith & Thomas Asset Management
Virginia
$203K +$199K +2,369 New
ISL
463
Ingalls & Snyder LLC
New York
$202K +$198K +2,359 New
FNT
464
First National Trust
Pennsylvania
$201K +$197K +2,350 New
JFA
465
JNBA Financial Advisors
Minnesota
$200K -$40.5K -482 -17%
TCM
466
Tradewinds Capital Management
Washington
$191K – – –
KT
467
Kanaly Trust
Texas
$182K +$147K +1,748 +467%
AF
468
Allworth Financial
California
$179K +$176K +2,093 New
FANJ
469
Financial Architects (New Jersey)
New Jersey
$175K – – –
CFD
470
Creative Financial Designs
Indiana
$173K +$170K +2,021 New
FNB
471
Farmers National Bank
Kentucky
$163K – – –
IDBONY
472
Israel Discount Bank of New York
New York
$160K +$158K +1,875 New
ZB
473
Zions Bancorporation
Utah
$159K – – –
HIIFS
474
Harel Insurance Investments & Financial Services
Israel
$154K – – –
GI
475
Gradient Investments
Minnesota
$154K +$11.3K +134 +8%
17 18
19
20 21