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State Street SPDR Portfolio S&P 500 High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WKWM
301
Walter & Keenan Wealth Management
Indiana
$279K
Cerity Partners
302
Cerity Partners
New York
$276K -$47.6K -1,190 -14%
TCFP
303
Treasure Coast Financial Planning
Florida
$276K -$117K -2,924 -29%
IP
304
Ignite Planners
California
$275K +$18.3K +459 +7%
Citadel Advisors
305
Citadel Advisors
Florida
$273K +$51.8K +1,296 +22%
RFA
306
Resurgent Financial Advisors
Georgia
$272K -$17.9K -448 -6%
PAIM
307
Punch & Associates Investment Management
Minnesota
$271K
LF
308
Lee Financial
Texas
$269K +$280 +7 +0.1%
SL
309
SWMG LLC
Texas
$266K -$280 -7 -0.1%
LFAS
310
Level Four Advisory Services
Texas
$266K +$29.4K +735 +12%
PTC
311
Private Trust Company
Ohio
$263K +$16.1K +404 +6%
CSPIA
312
Cary Street Partners Investment Advisory
Virginia
$262K
Nomura Asset Management
313
Nomura Asset Management
Japan
$262K
ISWM
314
Independent Solutions Wealth Management
New York
$262K -$16.5K -413 -6%
NRI
315
NFP Retirement Inc
California
$257K -$11K -276 -4%
SNB
316
Security National Bank
Nebraska
$248K +$40.4K +1,012 +18%
SPC
317
Sigma Planning Corp
Michigan
$248K -$839K -20,997 -76%
RIA
318
Regal Investment Advisors
Michigan
$247K -$171K -4,274 -40%
DAS
319
Dynamic Advisor Solutions
Arizona
$245K -$596K -14,924 -70%
PIN
320
Prudent Investors Network
California
$245K -$97.5K -2,441 -27%
IWM
321
Iams Wealth Management
Nebraska
$238K +$254K +6,354 New
LMKC
322
L.M. Kohn & Company
Ohio
$233K +$20K +501 +9%
BWM
323
BerganKDV Wealth Management
Minnesota
$232K +$19K +475 +8%
TVAMP
324
Tennessee Valley Asset Management Partners
Tennessee
$229K +$18.1K +454 +8%
AL
325
ACAS LLC
California
$226K -$999 -25 -0.4%