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State Street SPDR Portfolio S&P 500 High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
151
Citigroup
New York
$1.39M +$359K +9,175 +35%
KBFS
152
Kohmann Bosshard Financial Services
Ohio
$1.37M -$57.3K -1,465 -4%
SWA
153
Sax Wealth Advisors
New Jersey
$1.37M +$72K +1,840 +6%
TPW
154
Tiller Private Wealth
Pennsylvania
$1.37M -$703K -17,983 -34%
EGA
155
Eagle Global Advisors
Texas
$1.32M +$39.1K +1,000 +3%
PGFC
156
Peapack-Gladstone Financial Corp
New Jersey
$1.31M +$1.29M +33,000 New
BB
157
Berkshire Bank
Massachusetts
$1.27M +$248K +6,337 +25%
CAL
158
Capital Analysts LLC
Pennsylvania
$1.23M -$458K -11,709 -27%
AAS
159
Avantax Advisory Services
Texas
$1.18M +$12.5K +319 +1%
FIM
160
Freedom Investment Management
Connecticut
$1.16M -$72.8K -1,861 -6%
TCM
161
Traynor Capital Management
Pennsylvania
$1.1M -$91.8K -2,346 -8%
SPC
162
Sigma Planning Corp
Michigan
$1.09M +$1.08M +27,514 New
ASN
163
Advisory Services Network
Georgia
$1.07M -$395K -10,092 -27%
TSS
164
Two Sigma Securities
New York
$1.05M -$507K -12,973 -33%
Jane Street
165
Jane Street
New York
$1.04M +$110K +2,819 +12%
FHA
166
Flagship Harbor Advisors
Massachusetts
$1.04M -$46.9K -1,200 -4%
GM
167
GeoWealth Management
Illinois
$1.04M +$1.02M +26,193 New
MW
168
MBL Wealth
North Carolina
$1.03M -$2.93K -75 -0.3%
DADC
169
D.A. Davidson & Co
Montana
$1M +$153K +3,900 +18%
State Farm Mutual Automobile Insurance
170
State Farm Mutual Automobile Insurance
Illinois
$990K
IA
171
Insight Advisors
Pennsylvania
$976K -$6.02K -154 -0.6%
PIA
172
Powell Investment Advisors
Florida
$969K +$12K +307 +1%
LIA
173
LBMC Investment Advisors
Tennessee
$967K +$955K +24,426 New
EWA
174
EP Wealth Advisors
California
$965K +$953K +24,372 New
DACG
175
Donor Advised Charitable Giving
California
$963K