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State Street SPDR Portfolio S&P 500 High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NRI
126
NFP Retirement Inc
California
$596K -$7.36K -181 -1%
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$579K +$85.9K +2,112 +17%
MCCP
128
Mission Creek Capital Partners
California
$562K +$895 +22 +0.2%
SMA
129
Sage Mountain Advisors
Georgia
$556K +$487K +11,967 +630%
SFM
130
Signet Financial Management
New Jersey
$553K +$13.8K +340 +3%
AF
131
Allworth Financial
California
$546K -$9.72K -239 -2%
IHWM
132
Iron Horse Wealth Management
Iowa
$537K -$21.3K -524 -4%
TSS
133
Two Sigma Securities
New York
$524K +$532K +13,079 New
M&T Bank
134
M&T Bank
New York
$510K -$110K -2,694 -17%
LFAS
135
Level Four Advisory Services
Texas
$492K -$187K -4,595 -27%
WA
136
WESPAC Advisors
California
$491K -$2.18M -53,560 -81%
FCA
137
FinTrust Capital Advisors
South Carolina
$491K -$154K -3,778 -24%
NFG
138
Norris Financial Group
South Carolina
$466K
EGWAG
139
Elwood & Goetz Wealth Advisory Group
Georgia
$464K
VWA
140
V Wealth Advisors
Kansas
$461K
PWAC
141
Private Wealth Advisors (California)
California
$459K +$6.47K +159 +1%
EWM
142
Evercore Wealth Management
New York
$454K
SAS
143
Sage Advisory Services
Texas
$452K -$571K -14,026 -55%
AAS
144
Avantax Advisory Services
Texas
$452K +$137K +3,380 +43%
SFG
145
StrategIQ Financial Group
Indiana
$445K -$20.3K -500 -4%
APA
146
American Portfolios Advisors
New York
$425K +$41 +1 +0%
CAGAS
147
Capital Advisory Group Advisory Services
Minnesota
$422K +$386K +9,487 +921%
FA
148
FDx Advisors
Illinois
$413K -$87.6K -2,153 -17%
EGA
149
Eagle Global Advisors
Texas
$407K +$413K +10,153 New
WAAG
150
Wealth Alliance Advisory Group
Kansas
$394K