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State Street SPDR Portfolio S&P 500 High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APA
226
Astoria Portfolio Advisors
New York
$605K -$4.83K -105 -0.8%
IFG
227
Independent Financial Group
California
$601K -$25.8K -562 -4%
AWM
228
Austin Wealth Management
Texas
$592K -$371K -8,069 -38%
VCM
229
Virtue Capital Management
Tennessee
$587K
AWA
230
Arete Wealth Advisors
Illinois
$582K
ARC
231
Advisor Resource Council
Texas
$581K +$85.2K +1,854 +17%
ALA
232
Atlas Legacy Advisors
California
$579K
IP
233
Ignite Planners
California
$578K +$781 +17 +0.1%
CBT
234
Crews Bank & Trust
Florida
$574K +$20.9K +455 +4%
EGWAG
235
Elwood & Goetz Wealth Advisory Group
Georgia
$570K +$55.1K +1,200 +11%
BL
236
Balentine LLC
Georgia
$568K -$3.03K -66 -0.5%
WJA
237
Willis Johnson & Associates
Texas
$558K +$20.2K +439 +4%
TWC
238
TD Waterhouse Canada
Ontario, Canada
$558K +$337K +7,326 +148%
SFG
239
Sovereign Financial Group
Connecticut
$554K +$85.6K +1,862 +18%
FHC
240
First Heartland Consultants
Missouri
$541K +$9.93K +216 +2%
KPWS
241
Kestra Private Wealth Services
Texas
$536K +$14.2K +310 +3%
WWA
242
WCG Wealth Advisors
Nevada
$534K +$13.8K +300 +3%
AAS
243
Ameritas Advisory Services
Nebraska
$532K +$5.74K +125 +1%
LFAS
244
Level Four Advisory Services
Texas
$531K -$34.7K -756 -6%
AG
245
AmeriFlex Group
Nevada
$527K -$32.8K -714 -6%
FWM
246
Focused Wealth Management
New York
$525K -$10.1K -220 -2%
TAM
247
TCP Asset Management
Ohio
$519K +$524K +11,396 New
MCCP
248
Mission Creek Capital Partners
California
$517K
US Bancorp
249
US Bancorp
Minnesota
$511K +$113K +2,450 +28%
HFS
250
Howard Financial Services
Texas
$510K