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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
ASBI
451
American State Bank (Iowa)
Iowa
$887K – – –
LSPW
452
Lake Street Private Wealth
Illinois
$885K – – –
MA
453
MKT Advisors
California
$883K +$2.71K +22 +0.3%
CG
454
Caprock Group
Idaho
$881K – – –
BFA
455
Beaumont Financial Advisors
Massachusetts
$881K +$409K +3,324 +73%
FDCDDQ
456
Federation des caisses Desjardins du Quebec
Quebec, Canada
$873K -$15.4K -125 -2%
VAS
457
Vestmark Advisory Solutions
Massachusetts
$866K +$87.6K +711 +10%
NEWAS
458
N.E.W. Advisory Services
Wisconsin
$864K -$34.9K -283 -4%
KFS
459
Kaizen Financial Strategies
California
$863K +$954K +7,744 New
TSWM
460
Triangle Securities Wealth Management
North Carolina
$857K +$1.97K +16 +0.2%
MA
461
MUFG Americas
New York
$856K -$180K -1,462 -16%
DADC
462
D.A. Davidson & Co
Montana
$853K – – –
LFAS
463
Level Four Advisory Services
Texas
$853K +$18.7K +152 +2%
RWIA
464
Roger Wittlin Investment Advisory
California
$844K -$6.17M -50,113 -87%
IWA
465
Intercontinental Wealth Advisors
Texas
$841K +$68.9K +559 +8%
WIA
466
World Investment Advisors
California
$839K -$40.5K -329 -4%
PBO
467
Peoples Bank (Ohio)
Ohio
$824K -$19.6K -159 -2%
GEA
468
Glen Eagle Advisors
New Jersey
$822K -$167K -1,353 -16%
MMPW
469
Mitchell McLeod Pugh & Williams
Alabama
$822K – – –
CFMC
470
Curbstone Financial Management Corp
New Hampshire
$820K – – –
MAG
471
Mayfair Advisory Group
Alabama
$820K +$15.4K +125 +2%
AFP
472
Ausdal Financial Partners
Iowa
$815K -$79.6K -646 -8%
AP
473
Adero Partners
California
$812K – – –
CIAS
474
CBIZ Investment Advisory Services
Ohio
$811K – – –
PCIA
475
Prime Capital Investment Advisors
Kansas
$809K +$49.8K +404 +6%
17 18
19
20 21