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

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
176
Flagship Harbor Advisors
Massachusetts
$603K +$122K +2,835 +26%
KCIA
177
Kingsbury Capital Investment Advisors
Illinois
$601K +$589K +13,666 New
LFAS
178
Level Four Advisory Services
Texas
$594K +$96.9K +2,250 +20%
MCCP
179
Mission Creek Capital Partners
California
$591K +$1.08K +25 +0.2%
CFA
180
Camarda Financial Advisors
Florida
$589K +$118K +2,748 +26%
NRI
181
NFP Retirement Inc
California
$589K -$71.5K -1,660 -11%
SFM
182
Signet Financial Management
New Jersey
$586K +$86.5K +2,007 +18%
IA
183
IFP Advisors
Florida
$553K +$548K +12,724 +289%
SMA
184
Sage Mountain Advisors
Georgia
$541K -$1.07M -24,931 -67%
AWM
185
Axxcess Wealth Management
California
$528K +$518K +12,017 New
IHWM
186
Iron Horse Wealth Management
Iowa
$523K -$474 -11 -0.1%
EGWAG
187
Elwood & Goetz Wealth Advisory Group
Georgia
$509K – – –
VWA
188
V Wealth Advisors
Kansas
$507K – – –
SXL
189
Summit X LLC
Missouri
$507K +$502K +11,651 New
EWM
190
Evercore Wealth Management
New York
$498K – – –
RFA
191
Resurgent Financial Advisors
Georgia
$494K +$485K +11,250 New
SFG
192
StrategIQ Financial Group
Indiana
$477K – – –
WF
193
Wayfinding Financial
Washington
$460K +$29.8K +691 +7%
SFG
194
Sovereign Financial Group
Connecticut
$460K +$195K +4,517 +76%
JWM
195
JFG Wealth Management
Colorado
$459K +$450K +10,450 New
TCMP
196
Thrive Capital Management (Pennsylvania)
Pennsylvania
$453K -$112K -2,594 -20%
CG
197
Cutler Group
California
$452K +$265K +6,160 +149%
MWM
198
Meridian Wealth Management
Kentucky
$446K +$87.9K +2,040 +25%
NFSG
199
Newbridge Financial Services Group
Florida
$443K +$44.6K +1,035 +11%
AAS
200
Avantax Advisory Services
Texas
$442K +$22.8K +529 +6%
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