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State Street SPDR Portfolio S&P 500 High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
301
Belpointe Asset Management
Nevada
$124K +$9K +209 +8%
TF
302
Tompkins Financial
New York
$119K -$21.5K -500 -16%
JWA
303
JFS Wealth Advisors
Pennsylvania
$110K +$108K +2,507 New
AIA
304
Armor Investment Advisors
North Carolina
$85K +$83.1K +1,930 New
CA
305
Clearstead Advisors
Ohio
$84K -$76.1K -1,766 -48%
William Blair & Company
306
William Blair & Company
Illinois
$84K
FWA
307
FSC Wealth Advisors
New York
$73K -$4.05K -94 -5%
FAG
308
Fortitude Advisory Group
Washington
$53K
BWP
309
Baldwin Wealth Partners
Massachusetts
$51K
S
310
SignatureFD
Georgia
$49K -$7.45K -173 -13%
JFGIW
311
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$49K
T2I
312
Turim 21 Investimentos
Brazil
$49K +$10.4K +242 +28%
CFD
313
Creative Financial Designs
Indiana
$47K -$9.99K -232 -18%
US Bancorp
314
US Bancorp
Minnesota
$40K +$39.3K +912 New
HA
315
Herold Advisors
New York
$39.6K +$38.8K +900 New
EI
316
Ellevest Inc
New York
$29K
GT
317
Glenmede Trust
Pennsylvania
$28K
SW
318
SVB Wealth
Massachusetts
$28K
PFGIA
319
Patriot Financial Group Insurance Agency
Massachusetts
$28K +$25.8K +598 +1,616%
TWC
320
TD Waterhouse Canada
Ontario, Canada
$23.9K
PMFA
321
Plante Moran Financial Advisors
Michigan
$22K -$51.7K -1,200 -71%
ZIG
322
Zullo Investment Group
Pennsylvania
$22K
FWP
323
FAS Wealth Partners
Kansas
$20K -$86 -2 -0.4%
ACK
324
Andrew C. Karlinski
$20K
TFS
325
TrustCore Financial Services
Tennessee
$19K +$18.2K +423 New