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State Street SPDR Portfolio S&P 500 High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
451
Concord Wealth Partners
Virginia
$88
HNB
452
Huntington National Bank
Ohio
$88
RFP
453
Root Financial Partners
California
$51 +$44 +1 New
AFG
454
Albion Financial Group
Utah
$44 -$16.5K -376 -100%
PWM
455
Peterson Wealth Management
Nevada
-$5.14M -121,023 Closed
FF
456
Farrow Financial
Vermont
-$3.24M -76,278 Closed
SW
457
SteelPeak Wealth
California
-$2.18M -51,325 Closed
ZI
458
ZEGA Investments
Florida
-$1.43M -33,605 Closed
FIM
459
Freedom Investment Management
Connecticut
-$1.4M -33,036 Closed
BFS
460
Bradley Foster & Sargent
Connecticut
-$479K -11,277 Closed
DWP
461
Daymark Wealth Partners
Ohio
-$436K -10,262 Closed
YIH
462
Y-Intercept (HK)
Hong Kong
-$430K -10,130 Closed
LWL
463
Leo Wealth LLC
Texas
-$429K -10,113 Closed
ACM
464
Altrius Capital Management
North Carolina
-$391K -9,215 Closed
OAS
465
Optivise Advisory Services
Tennessee
-$306K -7,220 Closed
SFM
466
Signet Financial Management
New Jersey
-$303K -7,150 Closed
Tudor Investment Corp
467
Tudor Investment Corp
Connecticut
-$257K -6,052 Closed
HIP
468
HUB Investment Partners
Texas
-$239K -5,622 Closed
AWM
469
Alterna Wealth Management
Texas
-$234K -5,525 Closed
PFA
470
Portland Financial Advisors
New York
-$233K -5,494 Closed
SXL
471
Summit X LLC
Missouri
-$223K -5,251 Closed
DWM
472
Diversify Wealth Management
Utah
-$221K -5,096 Closed
MA
473
MJP Associates
Connecticut
-$204K -4,812 Closed
AAP
474
Arax Advisory Partners
Colorado
-$193K -4,558 Closed
WTFG
475
Wood Tarver Financial Group
Idaho
-$78K -1,841 Closed