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

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
376
Panoramic Investment Advisors
Colorado
$230K +$1.79K +38 +0.8%
KCIA
377
Kingsbury Capital Investment Advisors
Illinois
$230K +$20.1K +427 +10%
KWM
378
KMT Wealth Management
California
$230K +$227K +4,828 New
CJ
379
Caitlin John
Michigan
$229K -$4.09K -87 -2%
FCA
380
Fortis Capital Advisors
Kansas
$228K -$2.07K -44 -0.9%
AFA
381
Amicus Financial Advisors
Texas
$226K – – –
GPWM
382
Grant Private Wealth Management
California
$225K +$222K +4,724 New
AIP
383
Ameritas Investment Partners
Nebraska
$225K +$1.22K +26 +0.6%
BMWM
384
Brown Miller Wealth Management
Virginia
$225K – – –
CFGW
385
Chancellor Financial Group WB
Pennsylvania
$224K -$4.7K -100 -2%
WT
386
Whittier Trust
California
$222K -$10.6K -225 -5%
KWA
387
Kellett Wealth Advisors
Ohio
$219K – – –
ACIM
388
Azimuth Capital Investment Management
Michigan
$218K +$215K +4,575 New
WIC
389
Woodmont Investment Counsel
Tennessee
$217K – – –
CGPCS
390
Capital Group Private Client Services
California
$216K – – –
KFS
391
Kaizen Financial Strategies
California
$212K +$1.74K +37 +0.8%
FWI
392
Facet Wealth Inc
Maryland
$210K -$4.79K -102 -2%
OAM
393
Oppenheimer Asset Management
New York
$210K +$207K +4,394 New
MWM
394
Mascagni Wealth Management
Mississippi
$207K -$18.3K -389 -8%
DAS
395
Dynamic Advisor Solutions
Arizona
$207K -$4.7K -100 -2%
BBWP
396
Beacon Bridge Wealth Partners
Pennsylvania
$206K +$203K +4,326 New
PFA
397
Portland Financial Advisors
New York
$205K +$202K +4,304 New
OPWM
398
Oregon Pacific Wealth Management
Oregon
$205K -$73K -1,554 -27%
IAS
399
IMA Advisory Services
Colorado
$203K +$200K +4,250 New
IC
400
Inscription Capital
Texas
$201K +$198K +4,218 New
14 15
16
17 18