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

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
101
Cornerstone Wealth Management
Missouri
$375K +$531K +15,258 New
SFG
102
StrategIQ Financial Group
Indiana
$374K – – –
FEG
103
Financial Enhancement Group
Indiana
$359K +$114K +3,282 +29%
GLA
104
Great Lakes Advisors
Illinois
$340K +$165K +4,725 +52%
AI
105
Atria Investments
North Carolina
$332K -$1.46M -41,945 -76%
LNC
106
Lincoln National Corp
Pennsylvania
$319K -$162K -4,665 -26%
CA
107
Continuum Advisory
Idaho
$312K -$12K -346 -2%
MWM
108
MBE Wealth Management
Wisconsin
$307K +$19.3K +553 +5%
VWA
109
V Wealth Advisors
Kansas
$291K +$412K +11,822 New
MIAN
110
Mariner Independent Advisor Network
Kansas
$290K -$36.4K -1,046 -8%
NFG
111
Norris Financial Group
South Carolina
$286K +$405K +11,635 New
MSAM
112
Moloney Securities Asset Management
Missouri
$286K +$126K +3,617 +45%
PWG
113
Private Wealth Group
Florida
$278K +$394K +11,309 New
HFS
114
Howard Financial Services
Texas
$277K +$6.06K +174 +2%
LA
115
LexAurum Advisors
Kansas
$276K -$687K -19,722 -64%
TF
116
Tompkins Financial
New York
$275K +$34.8K +1,000 +10%
WS
117
Wedbush Securities
California
$274K -$50.6K -1,454 -12%
FWM
118
Frontier Wealth Management
Missouri
$270K +$383K +10,986 New
1IA
119
1834 Investment Advisors
Wisconsin
$269K +$151K +4,334 +66%
AWA
120
Arete Wealth Advisors
Illinois
$266K -$125K -3,578 -25%
VIP
121
Vantage Investment Partners
Missouri
$263K +$209 +6 +0.1%
PWAC
122
Private Wealth Advisors (California)
California
$260K -$12.3K -354 -3%
SI
123
Stephens Inc
Arkansas
$259K +$111K +3,192 +43%
FC
124
Financial Consulate
Maryland
$252K – – –
AF
125
Allworth Financial
California
$239K +$114K +3,264 +50%
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5
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