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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
476
Mathes Company
New York
$967K – – –
PWP
477
Pursue Wealth Partners
California
$966K +$72.7K +619 +9%
FPCP
478
Fort Point Capital Partners
California
$957K +$12.8K +109 +1%
TAM
479
Tocqueville Asset Management
New York
$952K +$444K +3,778 +98%
LSPW
480
Lake Street Private Wealth
Illinois
$947K -$39.3K -335 -4%
JWA
481
JFS Wealth Advisors
Pennsylvania
$944K -$68.1K -580 -7%
CAAS
482
Capital Asset Advisory Services
Michigan
$944K -$69.1K -589 -7%
AIFAIM
483
American Institute for Advanced Investment Management
Arizona
$943K -$176K -1,495 -17%
CG
484
Caprock Group
Idaho
$937K – – –
HI
485
Harbour Investments
Wisconsin
$933K +$98.6K +840 +13%
CFMC
486
Curbstone Financial Management Corp
New Hampshire
$919K – – –
FDCDDQ
487
Federation des caisses Desjardins du Quebec
Quebec, Canada
$915K +$20.9K +178 +2%
MMPW
488
Mitchell McLeod Pugh & Williams
Alabama
$914K – – –
BDF
489
Black Diamond Financial
Maryland
$898K – – –
WIA
490
Wetzel Investment Advisors
Indiana
$894K +$840K +7,151 New
LIA
491
LS Investment Advisors
Michigan
$894K – – –
MA
492
MKT Advisors
California
$893K -$83K -707 -9%
BFS
493
Bradley Foster & Sargent
Connecticut
$893K -$48K -409 -5%
LSA
494
Lion Street Advisors
Texas
$890K -$200K -1,705 -19%
SSB
495
Sandy Spring Bank
Maryland
$885K +$638K +5,437 +331%
FNT
496
First National Trust
Pennsylvania
$879K -$77.4K -659 -9%
SWA
497
Stratos Wealth Advisors
Ohio
$875K -$12.9K -110 -2%
SCA
498
Sandy Cove Advisors
Massachusetts
$875K +$587 +5 +0.1%
BWG
499
Berry Wealth Group
Texas
$870K +$818K +6,965 New
WWP
500
Walden Wealth Partners
Ohio
$867K +$815K +6,941 New
18 19
20
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