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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
451
JFS Wealth Advisors
Pennsylvania
$903K -$6.41K -52 -0.6%
AMCA
452
Arthur M. Cohen & Associates
Illinois
$897K – – –
GKWIM
453
Gerber Kawasaki Wealth & Investment Management
California
$896K +$609K +4,945 +160%
WA
454
Wealth Advisors
California
$895K +$12.3K +100 +1%
ASBI
455
American State Bank (Iowa)
Iowa
$887K – – –
LSPW
456
Lake Street Private Wealth
Illinois
$885K – – –
MA
457
MKT Advisors
California
$883K +$2.71K +22 +0.3%
CG
458
Caprock Group
Idaho
$881K – – –
BFA
459
Beaumont Financial Advisors
Massachusetts
$881K +$409K +3,324 +73%
FDCDDQ
460
Federation des caisses Desjardins du Quebec
Quebec, Canada
$873K -$15.4K -125 -2%
VAS
461
Vestmark Advisory Solutions
Massachusetts
$866K +$87.6K +711 +10%
NEWAS
462
N.E.W. Advisory Services
Wisconsin
$864K -$34.9K -283 -4%
KFS
463
Kaizen Financial Strategies
California
$863K +$954K +7,744 New
TSWM
464
Triangle Securities Wealth Management
North Carolina
$857K +$1.97K +16 +0.2%
MA
465
MUFG Americas
New York
$856K -$180K -1,462 -16%
DADC
466
D.A. Davidson & Co
Montana
$853K – – –
LFAS
467
Level Four Advisory Services
Texas
$853K +$18.7K +152 +2%
RWIA
468
Roger Wittlin Investment Advisory
California
$844K -$6.17M -50,113 -87%
IWA
469
Intercontinental Wealth Advisors
Texas
$841K +$68.9K +559 +8%
WIA
470
World Investment Advisors
California
$839K -$40.5K -329 -4%
PBO
471
Peoples Bank (Ohio)
Ohio
$824K -$19.6K -159 -2%
GEA
472
Glen Eagle Advisors
New Jersey
$822K -$167K -1,353 -16%
MMPW
473
Mitchell McLeod Pugh & Williams
Alabama
$822K – – –
CFMC
474
Curbstone Financial Management Corp
New Hampshire
$820K – – –
MAG
475
Mayfair Advisory Group
Alabama
$820K +$15.4K +125 +2%
17 18
19
20 21