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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
BFIM
451
Beese Fulmer Investment Management
Ohio
$239K – – –
BFPW
452
BOK Financial Private Wealth
Colorado
$238K – – –
TCM
453
Tradewinds Capital Management
Washington
$234K +$35.4K +400 +18%
BGC
454
Blue Granite Capital
South Carolina
$234K +$233K +2,627 New
TH
455
Timber Hill
Connecticut
$233K +$233K +2,625 New
NA
456
Nottingham Advisors
New York
$231K -$6.2K -70 -3%
IFAM
457
Institutional & Family Asset Management
Colorado
$230K – – –
SFWA
458
Summit Financial Wealth Advisors
Louisiana
$228K -$3.54K -40 -2%
WP
459
WealthSource Partners
California
$227K +$886 +10 +0.4%
HCM
460
HMS Capital Management
Tennessee
$227K +$1.77K +20 +0.8%
NA
461
NewEdge Advisors
Louisiana
$227K +$227K +2,561 New
IGGA
462
Iron Gate Global Advisors
Utah
$226K +$225K +2,541 New
NPF
463
Norris Perne & French
Michigan
$222K -$18.6K -210 -8%
PFM
464
Peak Financial Management
Massachusetts
$220K -$9.22K -104 -4%
WSTAM
465
Wilbanks Smith & Thomas Asset Management
Virginia
$219K – – –
PFO
466
Pathstone Family Office
New Jersey
$216K – – –
IFWM
467
Institute for Wealth Management
Colorado
$215K +$215K +2,428 New
RCWMU
468
Rothschild & Co Wealth Management (UK)
United Kingdom
$213K – – –
S
469
SignatureFD
Georgia
$211K +$6.65K +75 +3%
ISL
470
Ingalls & Snyder LLC
New York
$210K – – –
PNC
471
Park National Corp
Ohio
$210K – – –
FNT
472
First National Trust
Pennsylvania
$209K – – –
SS
473
Sunbelt Securities
Texas
$208K +$975 +11 +0.5%
PAG
474
Pinnacle Advisory Group
Maryland
$203K -$76.3K -861 -27%
CB
475
Commerce Bank
Missouri
$203K – – –
17 18
19
20 21