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State Street SPDR Portfolio S&P 500 High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
76
FSA Wealth Management
Massachusetts
$591K -$2.73M -99,812 -82%
WOSD
77
WFA of San Diego
California
$588K +$405K +14,810 New
TAM
78
Tradition Asset Management
Virginia
$587K -$860K -31,490 -60%
SAG
79
Spotlight Asset Group
Illinois
$558K +$548K +20,047 New
MCCP
80
Mission Creek Capital Partners
California
$549K +$50.7K +1,856 +10%
OPS
81
Orion Portfolio Solutions
Nebraska
$537K +$361K +13,227 +218%
SSB
82
Sandy Spring Bank
Maryland
$520K +$6.72K +246 +1%
IWM
83
IHT Wealth Management
Illinois
$488K +$479K +17,527 New
AFM
84
Andesa Financial Management
Pennsylvania
$483K +$10.2K +372 +2%
AF
85
Allworth Financial
California
$473K +$199K +7,271 +75%
BWM
86
BerganKDV Wealth Management
Minnesota
$470K +$10.8K +396 +2%
FA
87
Faithward Advisors
Pennsylvania
$467K +$13K +475 +3%
MML Investors Services
88
MML Investors Services
Massachusetts
$463K -$22.6K -828 -5%
DI
89
DFPG Investments
Utah
$460K -$42.2K -1,544 -8%
GL
90
Graypoint LLC
New York
$460K
CFMC
91
Curbstone Financial Management Corp
New Hampshire
$453K -$871K -31,900 -66%
LFAS
92
Level Four Advisory Services
Texas
$445K +$435K +15,930 New
CWM
93
Cornerstone Wealth Management
Missouri
$442K +$16.6K +607 +4%
SFM
94
Signet Financial Management
New Jersey
$440K -$71.7K -2,624 -15%
GLA
95
Great Lakes Advisors
Illinois
$439K +$53.8K +1,968 +14%
AWM
96
AE Wealth Management
Kansas
$420K -$130K -4,774 -24%
MSAM
97
Moloney Securities Asset Management
Missouri
$404K +$78.4K +2,871 +25%
LA
98
LexAurum Advisors
Kansas
$389K +$75.1K +2,748 +25%
VIP
99
Vantage Investment Partners
Missouri
$384K +$84.8K +3,106 +29%
ECM
100
ExodusPoint Capital Management
New York
$379K +$372K +13,600 New