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

Name Holding Trade Value Shares
Change 		Change in
Stake
YIH
326
Y-Intercept (HK)
Hong Kong
$213K +$203K +4,672 New
CWM
327
Collaborative Wealth Management
Florida
$213K -$41K -944 -17%
CA
328
Claro Advisors
Massachusetts
$209K +$199K +4,586 New
WIC
329
Woodmont Investment Counsel
Tennessee
$208K +$198K +4,558 New
GRP
330
Global Retirement Partners
California
$205K -$57.4K -1,322 -23%
WAP
331
Wealthcare Advisory Partners
Pennsylvania
$205K +$195K +4,494 New
PIA
332
Panoramic Investment Advisors
Colorado
$204K +$194K +4,475 New
BCP
333
Berkeley Capital Partners
Georgia
$202K +$193K +4,433 New
JSW
334
Journey Strategic Wealth
New Jersey
$202K +$192K +4,428 New
ACM
335
Advisors Capital Management
New Jersey
$201K +$191K +4,406 New
PA
336
Parallel Advisors
California
$190K -$458K -10,545 -72%
CJ
337
Caitlin John
Michigan
$188K +$19.3K +444 +12%
MRCM
338
M&R Capital Management
New Jersey
$186K +$304 +7 +0.2%
CIR
339
Clear Investment Research
Georgia
$184K +$13.1K +302 +8%
RFA
340
Register Financial Advisors
Georgia
$184K +$6.73K +155 +4%
MSWM
341
Mowery & Schoenfeld Wealth Management
Illinois
$180K – – –
GWSG
342
GPS Wealth Strategies Group
Colorado
$159K +$7.9K +182 +6%
JHCP
343
Jackson Hole Capital Partners
Oklahoma
$158K – – –
ACA
344
Atlas Capital Advisors
Wyoming
$146K – – –
VWWMG
345
Vermillion & White Wealth Management Group
Pennsylvania
$145K – – –
FC
346
Fairscale Capital
New Hampshire
$136K – – –
TWC
347
TD Waterhouse Canada
Ontario, Canada
$131K +$18.5K +426 +17%
TF
348
Tompkins Financial
New York
$123K – – –
PA
349
PSI Advisors
Florida
$119K – – –
LFASL
350
Lugano Financial Advisors SA (LFA)
Switzerland
$110K -$12.5K -288 -11%
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14
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