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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
201
NWAM LLC
Washington
$2.62M +$143K +1,426 +6%
CIC
202
Carnegie Investment Counsel
Ohio
$2.6M -$79.4K -794 -3%
NNP
203
Nachman Norwood & Parrott
South Carolina
$2.51M -$317K -3,173 -11%
GSWM
204
Golden State Wealth Management
California
$2.43M +$136K +1,359 +6%
MA
205
Montag & Associates
Georgia
$2.4M -$84.5K -845 -3%
PA
206
Parallel Advisors
California
$2.4M +$128K +1,284 +6%
SCP
207
Shorepoint Capital Partners
Massachusetts
$2.38M -$42.4K -424 -2%
AIA
208
Alera Investment Advisors
Illinois
$2.35M – – –
LWM
209
Lenox Wealth Management
Ohio
$2.35M -$23.3K -233 -1%
CS
210
Credit Suisse
Switzerland
$2.29M +$1.37M +13,702 +152%
TCOV
211
Trust Company of Vermont
Vermont
$2.29M +$32.8K +328 +1%
WF
212
Welch & Forbes
Massachusetts
$2.27M +$2.25M +22,548 New
CAGAS
213
Capital Advisory Group Advisory Services
Minnesota
$2.21M +$100 +1 +0%
DAS
214
Dynamic Advisor Solutions
Arizona
$2.19M +$116K +1,157 +6%
DC
215
Davenport & Co
Virginia
$2.18M +$148K +1,484 +7%
HFA
216
High Falls Advisors
New York
$2.17M +$60.3K +603 +3%
HCA
217
Harbour Capital Advisors
Virginia
$2.16M -$10K -100 -0.5%
APSP
218
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.07M -$166K -1,662 -7%
KFA
219
Kays Financial Advisory
Georgia
$2.05M +$17.6K +176 +0.9%
PWAC
220
Private Wealth Advisors (California)
California
$2.05M – – –
OAM
221
Occidental Asset Management
California
$2M +$10.3K +103 +0.5%
BFEC
222
Benjamin F. Edwards & Company
Missouri
$1.94M -$346K -3,462 -15%
AC
223
Abbrea Capital
California
$1.93M -$154K -1,544 -7%
SPC
224
Sigma Planning Corp
Michigan
$1.93M -$377K -3,772 -16%
MHS
225
M Holdings Securities
Oregon
$1.93M +$216K +2,163 +13%
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