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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
801
Ballentine Partners
Massachusetts
$260K – – –
FA
802
Fagan Associates
New York
$258K +$3.41K +27 +1%
CCFCSB
803
Cape Cod Five Cents Savings Bank
Massachusetts
$256K – – –
ML
804
Mayport LLC
Massachusetts
$256K – – –
WI
805
Wintrust Investments
Illinois
$256K +$12.6K +100 +5%
BONST
806
Bank of Nova Scotia Trust
Ontario, Canada
$255K -$35.3K -279 -12%
BC
807
Burney Company
Virginia
$255K – – –
SFG
808
Sovereign Financial Group
Connecticut
$253K +$38.8K +307 +18%
PO
809
Private Ocean
California
$252K +$101K +800 +68%
CT
810
Caldwell Trust
Florida
$252K – – –
PCA
811
Pallas Capital Advisors
Massachusetts
$250K -$33.1K -262 -12%
CFB
812
Cullen/Frost Bankers
Texas
$250K -$9.98K -79 -4%
CBTWT
813
Community Bank & Trust (Waco, Texas)
Texas
$246K – – –
EWM
814
Elmwood Wealth Management
California
$245K +$75.8K +600 +46%
WAM
815
Worth Asset Management
Texas
$245K +$252K +1,990 New
BFIM
816
Beese Fulmer Investment Management
Ohio
$244K -$15.8K -125 -6%
AAMC
817
Asset Allocation & Management Company
Illinois
$244K – – –
IDBONY
818
Israel Discount Bank of New York
New York
$240K – – –
LCM
819
LVM Capital Management
Michigan
$239K – – –
CT
820
Cambridge Trust
Massachusetts
$237K -$177K -1,404 -43%
OGF
821
Orin Green Financial
California
$235K – – –
WIM
822
Warwick Investment Management
Texas
$235K – – –
BFA
823
Beacon Financial Advisory
Ohio
$235K +$379 +3 +0.2%
ACM
824
Advisors Capital Management
New Jersey
$234K +$12.4K +98 +6%
WTA
825
Washington Trust Advisors
Massachusetts
$233K – – –
31 32
33
34 35