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State Street SPDR Portfolio S&P 500 High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
151
Harbour Investments
Wisconsin
$965K +$20.4K +567 +2%
MW
152
MBL Wealth
North Carolina
$960K -$18K -500 -2%
TCPWM
153
Traverso Chambers Private Wealth Management
California
$947K +$862 +24 +0.1%
SWMG
154
Sard Wealth Management Group
Georgia
$928K +$851K +23,689 New
Thrivent Financial for Lutherans
155
Thrivent Financial for Lutherans
Minnesota
$909K -$60.6K -1,686 -7%
KAS
156
Kestra Advisory Services
Texas
$898K -$678K -18,869 -45%
TSS
157
Two Sigma Securities
New York
$886K +$812K +22,606 New
MFIM
158
Mesirow Financial Investment Management
Illinois
$880K +$806K +22,454 New
CIG
159
Cascade Investment Group
Colorado
$866K +$1.19K +33 +0.1%
EGM
160
Engineers Gate Manager
New York
$852K +$780K +21,730 New
VFA
161
Valeo Financial Advisors
Indiana
$845K +$323 +9 +0%
MSFS
162
Main Street Financial Solutions
Pennsylvania
$844K +$14K +391 +2%
FIA
163
Foundations Investment Advisors
Arizona
$834K +$24.8K +691 +3%
AWM
164
Austin Wealth Management
Texas
$832K +$34.8K +970 +5%
SFC
165
Strategic Financial Concepts
Texas
$826K +$111K +3,090 +17%
CIA
166
Concurrent Investment Advisors
Florida
$806K +$738K +20,555 New
RCA
167
Reitz Capital Advisors
Michigan
$803K +$117K +3,259 +19%
IWA
168
Invera Wealth Advisors
Oregon
$800K +$734K +20,425 New
CW
169
CreativeOne Wealth
Kansas
$787K +$44.7K +1,244 +7%
KWM
170
Kingsview Wealth Management
Oregon
$785K -$241K -6,711 -25%
Mercer Global Advisors
171
Mercer Global Advisors
Colorado
$780K -$14.8K -413 -2%
CA
172
Cambridge Advisors
Nebraska
$766K +$25.1K +700 +4%
MWM
173
MGB Wealth Management
Texas
$755K +$692K +19,273 New
OIA
174
OneDigital Investment Advisors
Kansas
$744K -$88.7K -2,470 -12%
LA
175
LexAurum Advisors
Kansas
$736K -$22.8K -635 -3%