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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
AMM
201
American Money Management
California
$2.73M +$122K +1,220 +5%
OC
202
Oppenheimer & Co
New York
$2.7M +$71.1K +711 +3%
PP
203
PDS Planning
Ohio
$2.67M -$91.5K -915 -3%
NL
204
NWAM LLC
Washington
$2.62M +$143K +1,426 +6%
CIC
205
Carnegie Investment Counsel
Ohio
$2.6M -$79.4K -794 -3%
NNP
206
Nachman Norwood & Parrott
South Carolina
$2.51M -$317K -3,173 -11%
GSWM
207
Golden State Wealth Management
California
$2.43M +$136K +1,359 +6%
MA
208
Montag & Associates
Georgia
$2.4M -$84.5K -845 -3%
PA
209
Parallel Advisors
California
$2.4M +$128K +1,284 +6%
SCP
210
Shorepoint Capital Partners
Massachusetts
$2.38M -$42.4K -424 -2%
AIA
211
Alera Investment Advisors
Illinois
$2.35M – – –
LWM
212
Lenox Wealth Management
Ohio
$2.35M -$23.3K -233 -1%
CS
213
Credit Suisse
Switzerland
$2.29M +$1.37M +13,702 +152%
TCOV
214
Trust Company of Vermont
Vermont
$2.29M +$32.8K +328 +1%
WF
215
Welch & Forbes
Massachusetts
$2.27M +$2.25M +22,548 New
CAGAS
216
Capital Advisory Group Advisory Services
Minnesota
$2.21M +$100 +1 +0%
DAS
217
Dynamic Advisor Solutions
Arizona
$2.19M +$116K +1,157 +6%
DC
218
Davenport & Co
Virginia
$2.18M +$148K +1,484 +7%
HFA
219
High Falls Advisors
New York
$2.17M +$60.3K +603 +3%
HCA
220
Harbour Capital Advisors
Virginia
$2.16M -$10K -100 -0.5%
APSP
221
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.07M -$166K -1,662 -7%
KFA
222
Kays Financial Advisory
Georgia
$2.05M +$17.6K +176 +0.9%
PWAC
223
Private Wealth Advisors (California)
California
$2.05M – – –
OAM
224
Occidental Asset Management
California
$2M +$10.3K +103 +0.5%
BFEC
225
Benjamin F. Edwards & Company
Missouri
$1.94M -$346K -3,462 -15%
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