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

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
176
Prospera Financial Services
Texas
$815K +$262K +5,953 +48%
MWP
177
Meriwether Wealth & Planning
Louisiana
$812K +$140K +3,187 +21%
VAG
178
VisionPoint Advisory Group
Texas
$806K -$196K -4,462 -20%
OIA
179
OneDigital Investment Advisors
Kansas
$804K +$3.34K +76 +0.4%
LMKC
180
L.M. Kohn & Company
Ohio
$783K +$106K +2,406 +16%
HW
181
Hancock Whitney
Mississippi
$782K – – –
OFS
182
OneAscent Financial Services
Alabama
$782K -$12.5K -284 -2%
DC
183
Davenport & Co
Virginia
$773K +$95.2K +2,166 +14%
SWM
184
Selective Wealth Management
Virginia
$745K +$484 +11 +0.1%
BB
185
Berkshire Bank
Massachusetts
$743K -$108K -2,449 -13%
E
186
EntreWealth
Texas
$734K -$2.99K -68 -0.4%
CF
187
Collier Financial
Colorado
$716K +$711K +16,178 New
PWP
188
Pursue Wealth Partners
California
$712K – – –
FI
189
Financial Insights
Washington
$712K +$11K +250 +2%
WCFA
190
Walkner Condon Financial Advisors
Wisconsin
$711K – – –
BWL
191
Bogart Wealth LLC
Virginia
$696K +$15.5K +353 +2%
AAS
192
Ameritas Advisory Services
Nebraska
$693K +$3.82K +87 +0.5%
IAN
193
Integrated Advisors Network
Texas
$688K -$3.47K -79 -0.5%
BL
194
Balentine LLC
Georgia
$687K -$918K -20,882 -57%
LC
195
Lindbrook Capital
California
$683K -$20.9K -475 -3%
CW
196
CreativeOne Wealth
Kansas
$681K -$100K -2,278 -13%
SWM
197
Spire Wealth Management
Virginia
$676K +$55.7K +1,268 +9%
IA
198
Integrity Alliance
Iowa
$673K +$669K +15,216 New
IP
199
Ignite Planners
California
$658K +$127K +2,886 +22%
SC
200
Savant Capital
Illinois
$648K +$440 +10 +0.1%
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