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

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
176
Principle Wealth Partners
Connecticut
$877K +$258K +6,150 +42%
KA
177
Kovack Advisors
Florida
$871K -$7.94K -189 -0.9%
AWM
178
Atticus Wealth Management
Florida
$867K +$3.19K +76 +0.4%
RMAM
179
Raab & Moskowitz Asset Management
New Jersey
$862K -$161K -3,832 -16%
CW
180
Code Waechter
Florida
$861K – – –
SOS
181
Silver Oak Securities
Tennessee
$857K -$5.97K -142 -0.7%
CA
182
Cambridge Advisors
Nebraska
$850K – – –
TCM
183
TruNorth Capital Management
Michigan
$849K – – –
CAGAS
184
Capital Advisory Group Advisory Services
Minnesota
$840K -$191K -4,552 -19%
SWM
185
Selective Wealth Management
Virginia
$797K -$3.61K -86 -0.5%
DC
186
Davenport & Co
Virginia
$796K +$54.4K +1,295 +7%
KBFS
187
Kohmann Bosshard Financial Services
Ohio
$790K – – –
VAG
188
VisionPoint Advisory Group
Texas
$762K -$10.9K -259 -1%
AWS
189
Atria Wealth Solutions
New York
$752K -$360K -8,567 -33%
RWP
190
Ridgecrest Wealth Partners
California
$752K +$744K +17,710 New
HW
191
Hancock Whitney
Mississippi
$750K – – –
KWA
192
Kingswood Wealth Advisors
California
$736K -$168K -4,000 -19%
PA
193
PFG Advisors
Arizona
$733K +$309K +7,346 +74%
OFS
194
OneAscent Financial Services
Alabama
$724K -$38.8K -923 -5%
MWP
195
Meriwether Wealth & Planning
Louisiana
$720K -$58.2K -1,384 -8%
IP
196
Ignite Planners
California
$695K +$12.7K +301 +2%
OIA
197
OneDigital Investment Advisors
Kansas
$693K -$76.8K -1,827 -10%
TC
198
Trilogy Capital
California
$687K +$112K +2,656 +20%
PWP
199
Pursue Wealth Partners
California
$683K – – –
WCFA
200
Walkner Condon Financial Advisors
Wisconsin
$683K +$588 +14 +0.1%
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8
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