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State Street SPDR Portfolio S&P 500 High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ASN
226
Advisory Services Network
Georgia
$486K +$182K +4,330 +62%
SWM
227
Spire Wealth Management
Virginia
$484K -$163K -3,874 -25%
BFS
228
Bradley Foster & Sargent
Connecticut
$479K +$474K +11,277 New
PAA
229
Peregrine Asset Advisers
Oregon
$479K +$474K +11,276 New
HFS
230
Howard Financial Services
Texas
$470K +$5K +119 +1%
AAS
231
Ameritas Advisory Services
Nebraska
$470K -$203K -4,838 -30%
PS
232
Principal Securities
Iowa
$468K +$429K +10,201 +1,239%
WAAG
233
Wealth Alliance Advisory Group
Kansas
$466K -$66.6K -1,585 -13%
Brown Advisory
234
Brown Advisory
Maryland
$465K +$87.8K +2,090 +24%
CAS
235
Coppell Advisory Solutions
Texas
$465K -$336 -8 -0.1%
OC
236
Oarsman Capital
Wisconsin
$464K +$8.4K +200 +2%
KPWS
237
Kestra Private Wealth Services
Texas
$460K -$25.3K -601 -5%
BJL
238
Brighton Jones LLC
Washington
$455K +$63.8K +1,518 +16%
LA
239
Lifeworks Advisors
Michigan
$454K +$449K +10,690 New
GRP
240
Global Retirement Partners
California
$451K +$447K +10,632 New
IA
241
IFC Advisors
California
$447K +$89.1K +2,119 +25%
SAS
242
Sage Advisory Services
Texas
$442K +$21.5K +511 +5%
PTC
243
Private Trust Company
Ohio
$438K +$10.7K +255 +3%
HNWAG
244
High Net Worth Advisory Group
Florida
$437K -$3.91K -93 -0.9%
DWP
245
Daymark Wealth Partners
Ohio
$436K +$49K +1,165 +13%
ARC
246
Advisor Resource Council
Texas
$434K -$279K -6,631 -39%
YIH
247
Y-Intercept (HK)
Hong Kong
$430K +$426K +10,130 New
EGWAG
248
Elwood & Goetz Wealth Advisory Group
Georgia
$429K
LWL
249
Leo Wealth LLC
Texas
$429K +$425K +10,113 New
SFG
250
Sovereign Financial Group
Connecticut
$429K +$925 +22 +0.2%