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State Street SPDR Portfolio S&P 500 High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APW
151
Aurora Private Wealth
New Jersey
$233K -$25.1K -813 -10%
NEIRG
152
New England Investment & Retirement Group
Massachusetts
$233K +$219K +7,082 New
JCM
153
Jacobi Capital Management
Pennsylvania
$232K -$3.21K -104 -1%
PPWM
154
PFG Private Wealth Management
Florida
$232K +$217K +7,035 New
Principal Financial Group
155
Principal Financial Group
Iowa
$226K +$212K +6,853 New
AWA
156
Acorn Wealth Advisors
Michigan
$225K -$28.4K -918 -12%
TC
157
TownSquare Capital
Utah
$224K +$210K +6,786 New
RJT
158
Raymond James Trust
Florida
$221K +$208K +6,723 New
IWM
159
IHT Wealth Management
Illinois
$218K -$155K -5,016 -43%
SWM
160
SeaCrest Wealth Management
New York
$217K +$204K +6,595 New
IF
161
Intrua Financial
Texas
$215K +$1.98K +64 +1%
PFS
162
Prospera Financial Services
Texas
$214K +$195K +6,320 +3,326%
OIA
163
OneDigital Investment Advisors
Kansas
$207K +$194K +6,278 New
NFSG
164
Newbridge Financial Services Group
Florida
$171K +$6.18K +200 +4%
ASN
165
Advisory Services Network
Georgia
$169K -$118K -3,806 -43%
1IA
166
1834 Investment Advisors
Wisconsin
$166K
CAPTRUST Financial Advisors
167
CAPTRUST Financial Advisors
North Carolina
$161K
AWM
168
Accel Wealth Management
Iowa
$154K +$144K +4,665 New
JP Morgan Chase
169
JP Morgan Chase
New York
$150K +$107K +3,475 +327%
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$146K
PMFA
171
Plante Moran Financial Advisors
Michigan
$146K +$137K +4,425 New
FHA
172
First Horizon Advisors
Tennessee
$132K
OPW
173
Oxler Private Wealth
New York
$126K +$119K +3,851 New
GRP
174
Global Retirement Partners
California
$121K -$29.5K -956 -21%
MRCM
175
M&R Capital Management
New Jersey
$114K