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State Street SPDR Portfolio S&P 500 High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
151
Stratos Wealth Partners
Ohio
$994K -$322K -8,245 -25%
HAS
152
HBW Advisory Services
California
$985K
MCM
153
MAI Capital Management
Ohio
$981K +$940K +24,096 New
SWMG
154
Sard Wealth Management Group
Georgia
$958K -$6.17K -158 -0.7%
CIG
155
Cascade Investment Group
Colorado
$953K +$51.7K +1,324 +6%
RIA
156
Regal Investment Advisors
Michigan
$946K +$425K +10,885 +88%
KBFS
157
Kohmann Bosshard Financial Services
Ohio
$897K -$381K -9,756 -31%
Mercer Global Advisors
158
Mercer Global Advisors
Colorado
$890K +$76.6K +1,963 +10%
MSFS
159
Main Street Financial Solutions
Pennsylvania
$876K -$312 -8 -0%
VFA
160
Valeo Financial Advisors
Indiana
$875K +$15K +384 +2%
Millennium Management
161
Millennium Management
New York
$861K +$260K +6,652 +46%
OFS
162
OneAscent Financial Services
Alabama
$848K -$606K -15,533 -43%
BB
163
Berkshire Bank
Massachusetts
$838K -$527K -13,508 -40%
EE
164
EWG Elevate
California
$838K -$674K -17,273 -46%
CIA
165
Concurrent Investment Advisors
Florida
$837K
TCM
166
TruNorth Capital Management
Michigan
$814K +$780K +19,997 New
CA
167
Cambridge Advisors
Nebraska
$807K +$10.7K +275 +1%
MWM
168
MGB Wealth Management
Texas
$796K +$10.9K +279 +1%
FIA
169
Foundations Investment Advisors
Arizona
$790K -$81.5K -2,089 -10%
KWM
170
Kingsview Wealth Management
Oregon
$775K -$38.3K -981 -5%
IWA
171
Invera Wealth Advisors
Oregon
$768K -$17.4K -445 -2%
LA
172
LexAurum Advisors
Kansas
$767K +$2.58K +66 +0.4%
Wealth Enhancement Advisory Services
173
Wealth Enhancement Advisory Services
Minnesota
$740K +$26.2K +672 +4%
TPW
174
Tiller Private Wealth
Pennsylvania
$729K -$33.4K -855 -5%
SWM
175
Selective Wealth Management
Virginia
$726K +$128K +3,277 +22%