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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
FFBTD
601
First Financial Bank - Trust Division
Ohio
$223K – – –
RSWM
602
Robertson Stephens Wealth Management
California
$223K +$276K +2,795 New
CWM
603
Circle Wealth Management
New Jersey
$220K +$2.27K +23 +0.8%
APWM
604
Atlas Private Wealth Management
New York
$219K -$493 -5 -0.2%
FFA
605
First Foundation Advisors
California
$219K +$31.9K +323 +13%
FWM
606
Frontier Wealth Management
Missouri
$219K +$270K +2,740 New
KF
607
Krilogy Financial
Missouri
$216K – – –
LWA
608
Lenox Wealth Advisors
New York
$215K – – –
MWM
609
Modera Wealth Management
New Jersey
$215K +$265K +2,690 New
QCG
610
Quadrant Capital Group
Ohio
$212K -$18.2K -185 -7%
WMG
611
WESCAP Management Group
California
$212K – – –
IFAM
612
Institutional & Family Asset Management
Colorado
$212K +$592 +6 +0.2%
CS
613
Comerica Securities
Michigan
$211K -$35.7K -362 -12%
MCA
614
Magnolia Capital Advisors
Mississippi
$211K -$6.9K -70 -3%
TI
615
Trexquant Investment
Connecticut
$211K +$261K +2,645 New
GWAG
616
Garrett Wealth Advisory Group
Texas
$210K +$56.4K +572 +28%
EWM
617
Empirical Wealth Management
Washington
$208K -$6.61K -67 -3%
AAS
618
Annex Advisory Services
Wisconsin
$208K +$255K +2,589 New
PP
619
Patten & Patten
Tennessee
$206K -$14.8K -150 -5%
B
620
Bridgeworth
Alabama
$206K -$5.13K -52 -2%
SWP
621
Summit Wealth Partners
Florida
$205K -$104K -1,054 -29%
LSAG
622
Lake Street Advisors Group
New Hampshire
$202K -$475K -4,813 -66%
CWP
623
Capital Wealth Planning
Florida
$201K +$248K +2,515 New
SIAS
624
Shine Investment Advisory Services
Colorado
$200K +$84.6K +858 +52%
MA
625
MCF Advisors
Kentucky
$195K – – –
23 24
25
26 27