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

Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
151
Chicago Partners Investment Group
Illinois
$405K – – –
DI
152
DFPG Investments
Utah
$393K +$597 +15 +0.2%
WAAG
153
Wealth Alliance Advisory Group
Kansas
$384K – – –
CB
154
Cadence Bank
Mississippi
$381K – – –
HFS
155
Howard Financial Services
Texas
$379K +$3.78K +95 +1%
CAAS
156
Capital Asset Advisory Services
Michigan
$370K – – –
NFSG
157
Newbridge Financial Services Group
Florida
$369K +$33.1K +833 +10%
ACM
158
Advisors Capital Management
New Jersey
$367K +$28.2K +709 +8%
EH
159
Equitable Holdings
New York
$362K +$25.5K +641 +7%
CF
160
Centaurus Financial
California
$356K -$473K -11,900 -57%
JCM
161
Jacobi Capital Management
Pennsylvania
$345K +$76.6K +1,926 +28%
NAM
162
NTV Asset Management
West Virginia
$341K +$79.7K +2,002 +30%
BCM
163
Bayesian Capital Management
New York
$339K +$345K +8,660 New
AIP
164
Ahrens Investment Partners
Louisiana
$336K -$23.9K -600 -7%
UWM
165
USAdvisors Wealth Management
Minnesota
$334K -$36K -904 -10%
CA
166
Continuum Advisory
Idaho
$334K – – –
KWM
167
Kingsview Wealth Management
Oregon
$328K -$773K -19,422 -70%
DADC
168
D.A. Davidson & Co
Montana
$328K +$334K +8,394 New
BRWA
169
B. Riley Wealth Advisors
Florida
$324K +$557 +14 +0.2%
BWL
170
Bogart Wealth LLC
Virginia
$317K +$25.3K +636 +9%
ISWM
171
Independent Solutions Wealth Management
New York
$306K -$8.95K -225 -3%
OIA
172
OneDigital Investment Advisors
Kansas
$304K +$2.59K +65 +0.8%
BB
173
Berkshire Bank
Massachusetts
$304K +$39.2K +985 +15%
FC
174
Financial Consulate
Maryland
$301K -$1.27K -32 -0.4%
CAN
175
Cetera Advisor Networks
California
$300K +$26.9K +675 +10%
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7
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