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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
BCP
901
Berkeley Capital Partners
Georgia
$237K -$23.9K -177 -10%
APA
902
Astoria Portfolio Advisors
New York
$237K +$227K +1,675 New
NSIM
903
North Star Investment Management
Illinois
$236K – – –
ATPW
904
Ashton Thomas Private Wealth
Arizona
$236K +$406 +3 +0.2%
WP
905
WMS Partners
Maryland
$236K +$225K +1,660 New
SIC
906
Shoker Investment Counsel
Ohio
$236K +$406 +3 +0.2%
AF
907
Arrow Financial
New York
$233K +$222K +1,642 New
BA
908
Ballast Advisors
Minnesota
$233K +$2.03K +15 +0.9%
AAM
909
Augustine Asset Management
Florida
$233K +$1.22K +9 +0.6%
WCAMG
910
Woodard & Company Asset Management Group
North Carolina
$233K – – –
CFFP
911
Center for Financial Planning
Michigan
$232K -$4.06K -30 -2%
PGAM
912
Princeton Global Asset Management
New Jersey
$231K +$135 +1 +0.1%
UFA
913
US Financial Advisors
Massachusetts
$231K – – –
RIL
914
Rothschild Investment LLC
Illinois
$231K – – –
GC
915
Gibson Capital
Pennsylvania
$230K – – –
QCG
916
Quadrant Capital Group
Ohio
$230K – – –
SAM
917
Sequent Asset Management
Texas
$230K – – –
MWM
918
Marion Wealth Management
Pennsylvania
$228K -$13.4K -99 -6%
CIA
919
Caerus Investment Advisors
Texas
$227K – – –
FFA
920
First Foundation Advisors
California
$227K – – –
FFWM
921
Future Financial Wealth Management
Ohio
$227K – – –
VNA
922
Valley National Advisers
Pennsylvania
$227K -$16.2K -120 -7%
DTC
923
Davidson Trust Company
Washington
$227K – – –
FMII
924
Farmers & Merchants Investments Inc
Nebraska
$227K – – –
CAG
925
Crestwood Advisors Group
Massachusetts
$226K -$56.5K -418 -21%
35 36
37
38 39