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State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
226
Sowell Financial Services
Arkansas
$543K +$12K +308 +2%
CA
227
Cambridge Advisors
Nebraska
$543K +$536K +13,711 New
MGIA
228
Moneta Group Investment Advisors
Missouri
$541K -$31.6K -808 -6%
PPP
229
Private Portfolio Partners
New Jersey
$538K +$31.2K +797 +6%
MCCP
230
Mission Creek Capital Partners
California
$534K +$821 +21 +0.2%
FC
231
Financial Consulate
Maryland
$534K -$18.2K -466 -3%
SFM
232
Signet Financial Management
New Jersey
$529K -$27K -690 -5%
NP
233
NorthRock Partners
Minnesota
$529K +$78 +2 +0%
BBPWM
234
Blue Bell Private Wealth Management
Pennsylvania
$510K -$28K -717 -5%
HI
235
Harbour Investments
Wisconsin
$501K +$117K +2,990 +31%
JWS
236
Juncture Wealth Strategies
Arizona
$500K +$120K +3,070 +32%
AAS
237
Ameritas Advisory Services
Nebraska
$498K -$196K -5,008 -28%
PA
238
Parallel Advisors
California
$494K +$21.6K +551 +5%
PWM
239
Perigon Wealth Management
California
$487K +$481K +12,296 New
CPC
240
Congress Park Capital
New York
$475K -$170K -4,346 -27%
WJA
241
Willis Johnson & Associates
Texas
$465K +$13.5K +345 +3%
AWE
242
Avidian Wealth Enterprises
Texas
$461K +$123K +3,135 +37%
MCP
243
Mirador Capital Partners
California
$459K +$453K +11,591 New
EWM
244
Evercore Wealth Management
New York
$448K – – –
VWA
245
V Wealth Advisors
Kansas
$437K – – –
FFW
246
Fusion Family Wealth
New York
$433K +$427K +10,928 New
VBFP
247
Valtinson Bruner Financial Planning
Minnesota
$427K +$65.7K +1,679 +19%
RIA
248
Regal Investment Advisors
Michigan
$427K -$8.14K -208 -2%
FTS
249
Fifth Third Securities
Ohio
$426K +$12K +306 +3%
PA
250
PFG Advisors
Arizona
$424K -$39.9K -1,019 -9%
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10
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