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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
IWMPD
451
Integrated Wealth Management (Palm Desert)
California
$222K +$10.7K +127 +5%
BSB
452
Bangor Savings Bank
Maine
$216K – – –
BFA
453
Bragg Financial Advisors
North Carolina
$215K -$31.9K -380 -13%
PFM
454
Peak Financial Management
Massachusetts
$215K – – –
AWA
455
Arete Wealth Advisors
Illinois
$215K +$211K +2,509 New
HIMC
456
Heritage Investors Management Corp
Maryland
$211K -$4.2K -50 -2%
HCM
457
HMS Capital Management
Tennessee
$210K -$11.4K -136 -5%
PFO
458
Pathstone Family Office
New Jersey
$208K +$205K +2,435 New
RCWMU
459
Rothschild & Co Wealth Management (UK)
United Kingdom
$207K – – –
BP
460
BBR Partners
New York
$206K +$202K +2,405 New
WSTAM
461
Wilbanks Smith & Thomas Asset Management
Virginia
$203K +$199K +2,369 New
ISL
462
Ingalls & Snyder LLC
New York
$202K +$198K +2,359 New
FNT
463
First National Trust
Pennsylvania
$201K +$197K +2,350 New
JFA
464
JNBA Financial Advisors
Minnesota
$200K -$40.5K -482 -17%
TCM
465
Tradewinds Capital Management
Washington
$191K – – –
KT
466
Kanaly Trust
Texas
$182K +$147K +1,748 +467%
AF
467
Allworth Financial
California
$179K +$176K +2,093 New
FANJ
468
Financial Architects (New Jersey)
New Jersey
$175K – – –
CFD
469
Creative Financial Designs
Indiana
$173K +$170K +2,021 New
FNB
470
Farmers National Bank
Kentucky
$163K – – –
IDBONY
471
Israel Discount Bank of New York
New York
$160K +$158K +1,875 New
ZB
472
Zions Bancorporation
Utah
$159K – – –
HIIFS
473
Harel Insurance Investments & Financial Services
Israel
$154K – – –
GI
474
Gradient Investments
Minnesota
$154K +$11.3K +134 +8%
AA
475
Apriem Advisors
California
$150K +$672 +8 +0.5%
17 18
19
20 21