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State Street SPDR S&P Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
201
KeyBank National Association
Ohio
$517K +$525K +7,792 New
BWM
202
Baystate Wealth Management
Massachusetts
$514K +$523K +7,759 New
BWM
203
Braver Wealth Management
Massachusetts
$513K +$521K +7,740 New
NA
204
Nottingham Advisors
New York
$508K +$517K +7,675 New
HC
205
Hourglass Capital
Texas
$507K +$515K +7,650 New
BPBT
206
Boston Private Bank & Trust
Massachusetts
$505K +$513K +7,624 New
TIM
207
Telemus Investment Management
Michigan
$498K +$506K +7,517 New
FA
208
FDx Advisors
Illinois
$494K +$502K +7,449 New
BP
209
Ballentine Partners
Massachusetts
$489K +$497K +7,378 New
AMG
210
Asset Management Group
Connecticut
$475K +$483K +7,169 New
GLA
211
Great Lakes Advisors
Illinois
$464K +$471K +7,000 New
ST
212
Smithfield Trust
Pennsylvania
$458K +$465K +6,910 New
SAM
213
Sawgrass Asset Management
Florida
$450K +$457K +6,785 New
MC
214
Miles Capital
Iowa
$439K +$446K +6,616 New
AAS
215
Annex Advisory Services
Wisconsin
$438K +$445K +6,611 New
PIM
216
Penobscot Investment Management
Massachusetts
$434K +$441K +6,542 New
SS
217
SG Select
Florida
$432K +$439K +6,513 New
RIA
218
Regal Investment Advisors
Michigan
$429K +$433K +6,430 New
WSA
219
Willow Street Advisors
Florida
$427K +$317K +4,700 New
SMA
220
Simply Money Advisors
Ohio
$421K +$428K +6,357 New
SIA
221
SeaBridge Investment Advisors
New Jersey
$420K +$426K +6,330 New
MPM
222
Meritage Portfolio Management
Kansas
$410K +$417K +6,190 New
SAM
223
Summit Asset Management
Tennessee
$397K +$404K +5,993 New
JWBC
224
J.W. Burns & Co
New York
$391K +$397K +5,891 New
SBH
225
Segall Bryant & Hamill
Illinois
$386K +$392K +5,815 New