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State Street SPDR Portfolio S&P 500 High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
226
Waverly Advisors
Alabama
$460K
Thrivent Financial for Lutherans
227
Thrivent Financial for Lutherans
Minnesota
$456K +$18.4K +424 +4%
US Bancorp
228
US Bancorp
Minnesota
$447K +$330K +7,588 +346%
EFG
229
Erickson Financial Group
Pennsylvania
$445K -$5.84M -134,566 -93%
SNB
230
Security National Bank
Nebraska
$445K
EGA
231
Eagle Global Advisors
Texas
$444K +$7.6K +175 +2%
Focus Partners Wealth
232
Focus Partners Wealth
Massachusetts
$441K -$11.4M -262,407 -96%
QPWM
233
Quadrant Private Wealth Management
Pennsylvania
$439K -$169K -3,902 -29%
CCA
234
Conservest Capital Advisors
Pennsylvania
$436K
NC
235
Napatree Capital
Rhode Island
$435K +$72.3K +1,665 +21%
KA
236
Kovack Advisors
Florida
$428K -$47.1K -1,085 -10%
SFG
237
Sovereign Financial Group
Connecticut
$422K -$63.9K -1,471 -14%
WIA
238
World Investment Advisors
California
$421K +$401K +9,231 New
Brown Advisory
239
Brown Advisory
Maryland
$420K +$27.6K +635 +7%
FCA
240
FinTrust Capital Advisors
South Carolina
$418K +$31.4K +723 +9%
WGC
241
Watts Gwilliam & Co
Arizona
$418K +$406K +9,340 New
CPL
242
CAP Partners LLC
Tennessee
$417K -$2.69K -62 -0.7%
FEG
243
Financial Enhancement Group
Indiana
$406K +$44.5K +1,025 +10%
PFS
244
Prospera Financial Services
Texas
$402K -$865K -19,918 -69%
NAM
245
NTV Asset Management
West Virginia
$402K
VIP
246
Vantage Investment Partners
Missouri
$398K
CAS
247
Coppell Advisory Solutions
Texas
$397K +$368K +8,465 +3,147%
PA
248
PFG Advisors
Arizona
$394K -$15K -346 -4%
SFM
249
Signet Financial Management
New Jersey
$392K -$166K -3,825 -31%
FA
250
Faithward Advisors
Pennsylvania
$390K +$10.1K +233 +3%