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

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
426
Clearstead Trust
Maine
$63.8K – – –
MWA
427
Medallion Wealth Advisors
Connecticut
$57.8K +$658 +14 +1%
MPCG
428
Matrix Private Capital Group
New York
$56K – – –
TCOV
429
Trust Company of Vermont
Vermont
$55.3K +$54.5K +1,160 New
GEA
430
Glen Eagle Advisors
New Jersey
$54.9K – – –
EC
431
Elequin Capital
New York
$54.3K +$53.5K +1,139 New
CWM
432
Copia Wealth Management
Oregon
$53.7K – – –
HR
433
Howe & Rusling
New York
$52.5K – – –
TCM
434
Triumph Capital Management
Colorado
$52.4K -$28.6K -608 -36%
AF
435
Advisornet Financial
Minnesota
$50.6K – – –
HIA
436
Highland Investment Advisors
Florida
$50.5K +$49.8K +1,060 New
FDW
437
Fourth Dimension Wealth
Ohio
$49.4K – – –
BAM
438
Bellevue Asset Management
Washington
$48.9K -$4.46K -95 -8%
RF
439
Rossby Financial
Florida
$48.6K +$47.9K +1,019 New
BWM
440
Bullock Wealth Management
Indiana
$48.5K – – –
CIAS
441
CBIZ Investment Advisory Services
Ohio
$48K – – –
AIM
442
Access Investment Management
Georgia
$47.7K – – –
SWM
443
SHP Wealth Management
Massachusetts
$47.7K – – –
CHC
444
City Holding Co
West Virginia
$45.5K – – –
FDCDDQ
445
Federation des caisses Desjardins du Quebec
Quebec, Canada
$45.4K – – –
APFP
446
Action Point Financial Planning
Michigan
$45.1K +$44.4K +944 New
AI
447
Atomic Invest
New York
$44.5K +$1.36K +29 +3%
NECFA
448
New England Capital Financial Advisors
Connecticut
$44.4K – – –
GWM
449
GSB Wealth Management
Connecticut
$44.2K +$376 +8 +0.9%
NEWAS
450
N.E.W. Advisory Services
Wisconsin
$42.3K +$376 +8 +0.9%
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