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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
ESB
626
Essex Savings Bank
Connecticut
$96K +$101K +1,070 New
TIM
627
Tortoise Investment Management
New York
$95K – – –
APC
628
Aspire Private Capital
North Carolina
$94K +$98.5K +1,045 New
KCM
629
Karp Capital Management
California
$94K +$98.6K +1,046 New
DAM
630
Delta Asset Management
Tennessee
$93K – – –
HDIM
631
Hanson & Doremus Investment Management
Vermont
$92K – – –
PGWM
632
Parisi Gray Wealth Management
New Jersey
$92K – – –
DWM
633
Doyle Wealth Management
Florida
$92K +$96.9K +1,028 New
HIIFS
634
Harel Insurance Investments & Financial Services
Israel
$90K -$47.1K -500 -33%
EFSCE
635
Enterprise Financial Services Corp (EFSC)
Missouri
$89K -$4.15K -44 -4%
FMTCOCP
636
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$84K – – –
BCM
637
Brasada Capital Management
Texas
$82K – – –
PFGIA
638
Patriot Financial Group Insurance Agency
Massachusetts
$81K -$53.6K -568 -39%
FPB
639
First PREMIER Bank
South Dakota
$78K – – –
NC
640
NewSquare Capital
Pennsylvania
$75K – – –
FTI
641
Fiduciary Trust International
Massachusetts
$75K +$78.7K +835 New
PFBT
642
Parkside Financial Bank & Trust
Missouri
$74K +$28.3K +300 +57%
LWM
643
Liberty Wealth Management
California
$74K +$78.5K +832 New
TNBTD
644
Trustmark National Bank Trust Department
Mississippi
$72K – – –
AIM
645
Advantage Investment Management
Iowa
$67K – – –
LFG
646
LifePlan Financial Group
Ohio
$67K – – –
AA
647
AlphaMark Advisors
Kentucky
$66K -$7.07K -75 -9%
AQA
648
Alpha Quant Advisors
Texas
$66K +$69.8K +740 New
EWM
649
Executive Wealth Management
Michigan
$64K +$67.6K +717 New
CT
650
Clearstead Trust
Maine
$63K +$66K +700 New
24 25
26
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