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State Street SPDR Portfolio S&P 500 High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCFA
176
Walkner Condon Financial Advisors
Wisconsin
$646K -$10K -250 -2%
GIA
177
Gladstone Institutional Advisory
Florida
$638K +$57.3K +1,428 +10%
MA
178
Mutual Advisors
Nebraska
$633K -$87.2K -2,173 -13%
DA
179
Detalus Advisors
Missouri
$629K -$22.6K -564 -3%
MWM
180
Mission Wealth Management
California
$626K -$65.3K -1,627 -9%
RJT
181
Raymond James Trust
Florida
$619K -$37.3K -931 -6%
IAN
182
Integrated Advisors Network
Texas
$612K -$101K -2,507 -14%
LMKC
183
L.M. Kohn & Company
Ohio
$598K +$802 +20 +0.1%
WJA
184
Willis Johnson & Associates
Texas
$593K +$25.7K +640 +5%
PA
185
Parallel Advisors
California
$591K +$542K +13,508 +1,137%
FWM
186
Focused Wealth Management
New York
$590K -$20.3K -507 -3%
SC
187
Savant Capital
Illinois
$588K -$55.4K -1,381 -9%
AAS
188
Ameritas Advisory Services
Nebraska
$584K +$37.3K +930 +7%
DC
189
Davenport & Co
Virginia
$565K -$13.6K -338 -2%
MPW
190
MGO Private Wealth
California
$562K +$38.3K +954 +7%
LC
191
Lindbrook Capital
California
$560K -$5.42K -135 -1%
T
192
Tidemark
California
$559K -$35K -872 -6%
IWC
193
Integrated Wealth Concepts
Massachusetts
$559K +$243K +6,053 +77%
GWMR
194
GC Wealth Management RIA
Massachusetts
$558K
SWM
195
Spire Wealth Management
Virginia
$552K -$99K -2,468 -15%
BWL
196
Bogart Wealth LLC
Virginia
$548K +$2.65K +66 +0.5%
QPWM
197
Quadrant Private Wealth Management
Pennsylvania
$544K +$151K +3,753 +38%
Fidelity Investments
198
Fidelity Investments
Massachusetts
$544K +$127K +3,168 +31%
CIBC Private Wealth Group
199
CIBC Private Wealth Group
Georgia
$532K +$40 +1 +0%
FI
200
Financial Insights
Washington
$530K -$70.2K -1,750 -12%