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State Street SPDR Portfolio S&P 500 High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FC
151
Financial Consulate
Maryland
$297K -$3.17K -87 -1%
IWA
152
Intercontinental Wealth Advisors
Texas
$293K -$12.8K -350 -4%
MSAM
153
Moloney Securities Asset Management
Missouri
$291K -$6.74K -185 -2%
NWA
154
Navis Wealth Advisors
New York
$289K
BWM
155
BerganKDV Wealth Management
Minnesota
$286K -$208K -5,710 -43%
ISWM
156
Independent Solutions Wealth Management
New York
$284K -$67.9K -1,864 -20%
OIA
157
OneDigital Investment Advisors
Kansas
$284K +$40.2K +1,103 +18%
SA
158
Stewardship Advisors
Pennsylvania
$277K
APW
159
Aurora Private Wealth
New Jersey
$275K +$2.66K +73 +1%
VFA
160
Valeo Financial Advisors
Indiana
$273K -$181K -4,965 -41%
ASN
161
Advisory Services Network
Georgia
$272K +$70.1K +1,925 +38%
PPWM
162
PFG Private Wealth Management
Florida
$271K
NAM
163
NTV Asset Management
West Virginia
$268K -$54.4K -1,492 -18%
TFA
164
Teamwork Financial Advisors
Texas
$264K -$60.2K -1,653 -19%
Principal Financial Group
165
Principal Financial Group
Iowa
$264K
RJT
166
Raymond James Trust
Florida
$259K
JCM
167
Jacobi Capital Management
Pennsylvania
$257K -$13.1K -360 -5%
CSPIA
168
Cary Street Partners Investment Advisory
Virginia
$255K -$94.3K -2,589 -28%
BCP
169
Berkeley Capital Partners
Georgia
$255K +$241K +6,626 New
WKWM
170
Walter & Keenan Wealth Management
Indiana
$254K -$27.3K -750 -10%
KAS
171
Kestra Advisory Services
Texas
$250K -$28.4K -779 -11%
AWA
172
Acorn Wealth Advisors
Michigan
$247K -$15.4K -422 -6%
NAS
173
Nicolet Advisory Services
Wisconsin
$245K +$232K +6,368 New
LF
174
Lee Financial
Texas
$244K -$115K -3,159 -33%
BCM
175
Brookstone Capital Management
Illinois
$242K +$229K +6,278 New