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State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD

Name Holding Trade Value Shares
Change 		Change in
Stake
RF
301
Rollins Financial
Georgia
$250K -$1.44M -38,899 -85%
PWM
302
Peterson Wealth Management
Nevada
$245K -$46.6K -1,261 -16%
OWA
303
Outlook Wealth Advisors
Texas
$241K -$37.4K -1,014 -13%
VBFP
304
Valtinson Bruner Financial Planning
Minnesota
$241K -$148K -4,020 -38%
KPWS
305
Kestra Private Wealth Services
Texas
$241K +$30.2K +819 +14%
CPIG
306
Chicago Partners Investment Group
Illinois
$240K +$28.5K +772 +14%
PIN
307
Prudent Investors Network
California
$239K – – –
M1FG
308
Mach-1 Financial Group
Arkansas
$232K – – –
BWM
309
BerganKDV Wealth Management
Minnesota
$221K -$5.39K -146 -2%
BPA
310
Beacon Pointe Advisors
California
$221K +$220K +5,950 New
DAS
311
Dynamic Advisor Solutions
Arizona
$220K -$18.8K -509 -8%
BL
312
Balentine LLC
Georgia
$218K – – –
S
313
SignatureFD
Georgia
$216K – – –
PFA
314
Pinnacle Family Advisors
Missouri
$211K – – –
CIAS
315
Capital Investment Advisory Services
North Carolina
$210K +$923 +25 +0.4%
FAIM
316
Financial Advocates Investment Management
Washington
$209K +$208K +5,638 New
TW
317
Transform Wealth
Colorado
$209K +$208K +5,631 New
GIA
318
Gladstone Institutional Advisory
Florida
$208K +$207K +5,617 New
RIA
319
Regal Investment Advisors
Michigan
$208K -$33.2K -900 -14%
FCAS
320
First Command Advisory Services
Texas
$206K -$18.6M -504,442 -99%
RPCONE
321
Retirement Planning Company of New England
Rhode Island
$205K +$2.33K +63 +1%
GL
322
Graypoint LLC
New York
$205K +$3.91K +106 +2%
AWA
323
Acorn Wealth Advisors
Michigan
$201K -$2.51K -68 -1%
MRCM
324
M&R Capital Management
New Jersey
$187K -$9.6K -260 -5%
FCA
325
FinTrust Capital Advisors
South Carolina
$173K – – –
11 12
13
14 15