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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
FB
801
Fulton Bank
Pennsylvania
$272K – – –
KIA
802
Kraematon Investment Advisors
Massachusetts
$271K +$976 +8 +0.3%
SEP
803
Southland Equity Partners
Missouri
$270K -$10.6K -87 -4%
SCA
804
Stonebridge Capital Advisors
Minnesota
$269K -$19.8K -162 -6%
CSIC
805
Clifford Swan Investment Counsel
California
$269K – – –
WA
806
Wealthstream Advisors
New York
$266K – – –
SIC
807
Salem Investment Counselors
North Carolina
$265K – – –
AFS
808
AFG Fiduciary Services
Massachusetts
$265K -$19.4K -159 -6%
VT
809
Vise Technologies
New York
$265K +$65.3K +535 +30%
HB
810
Horizon Bancorp
Indiana
$262K -$586K -4,802 -68%
IGGA
811
Iron Gate Global Advisors
Utah
$262K – – –
MPW
812
Monterey Private Wealth
California
$261K +$244 +2 +0.1%
IFWM
813
Institute for Wealth Management
Colorado
$261K -$24.4K -200 -8%
IAS
814
Insigneo Advisory Services
Florida
$261K +$7.81K +64 +3%
RWM
815
Revisor Wealth Management
Ohio
$261K -$218K -1,786 -44%
JCM
816
Janney Capital Management
Pennsylvania
$260K +$275K +2,257 New
MIM
817
MTM Investment Management
South Carolina
$259K – – –
CTWM
818
Cherry Tree Wealth Management
Minnesota
$258K – – –
JFG
819
JMG Financial Group
Illinois
$258K – – –
CGA
820
Crescent Grove Advisors
Illinois
$257K +$244 +2 +0.1%
HSA
821
HBK Sorce Advisory
Pennsylvania
$253K +$976 +8 +0.4%
HCM
822
Hall Capital Management
Rhode Island
$253K – – –
NFP
823
Narus Financial Partners
Utah
$253K – – –
BP
824
Ballentine Partners
Massachusetts
$250K +$18.3K +150 +7%
BIAS
825
Beacon Investment Advisory Services
New Jersey
$250K +$10.3K +84 +4%
31 32
33
34 35