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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
NEAM
201
New England Asset Management
Connecticut
$2.98M +$3.1M +25,339 New
BI
202
Berkeley Inc
Idaho
$2.94M -$88.7K -724 -3%
SW
203
SVB Wealth
Massachusetts
$2.93M -$116K -950 -4%
SWM
204
Spire Wealth Management
Virginia
$2.92M -$10.3K -84 -0.4%
NA
205
NewEdge Advisors
Louisiana
$2.9M -$1.26M -10,296 -29%
TNB
206
Thomasville National Bank
Georgia
$2.89M -$9.55K -78 -0.3%
BPA
207
Beacon Pointe Advisors
California
$2.84M -$67.4K -550 -2%
WF
208
Welch & Forbes
Massachusetts
$2.84M -$3.67K -30 -0.1%
DBIA
209
Dumont & Blake Investment Advisors
New Jersey
$2.83M +$172K +1,407 +6%
SQA
210
Simon Quick Advisors
New Jersey
$2.82M -$153K -1,253 -5%
JIC
211
Johnson Investment Counsel
Ohio
$2.81M +$1.3M +10,610 +80%
SAS
212
Sanford Advisory Services
Michigan
$2.81M +$26.2K +214 +0.9%
PPA
213
Parametric Portfolio Associates
Washington
$2.69M -$105K -858 -4%
CAGAS
214
Capital Advisory Group Advisory Services
Minnesota
$2.62M -$67.4K -550 -2%
BAM
215
Bruderman Asset Management
New York
$2.61M +$2.72M +22,242 New
NEGWA
216
New England Guild Wealth Advisors
Connecticut
$2.59M -$3.31K -27 -0.1%
CT
217
Coastline Trust
Rhode Island
$2.59M -$33.1K -270 -1%
PWP
218
Principle Wealth Partners
Connecticut
$2.58M – – –
NRI
219
NFP Retirement Inc
California
$2.54M +$206K +1,684 +8%
PP
220
PDS Planning
Ohio
$2.53M -$147K -1,202 -5%
SAI
221
Systematic Alpha Investments
New Jersey
$2.52M – – –
SPC
222
Sigma Planning Corp
Michigan
$2.51M +$24.6K +201 +0.9%
PBT
223
Pictet Bank & Trust
Bahamas
$2.5M +$15.9K +130 +0.6%
ATC
224
Argent Trust Co
Tennessee
$2.5M – – –
MA
225
Montag & Associates
Georgia
$2.48M +$31.4K +256 +1%
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