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State Street SPDR Portfolio S&P 500 High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
201
Belpointe Asset Management
Nevada
$795K +$193K +4,210 +32%
CPIG
202
Chicago Partners Investment Group
Illinois
$791K +$196K +4,262 +33%
FHA
203
Flagship Harbor Advisors
Massachusetts
$786K +$794K +17,275 New
CA
204
Cambridge Advisors
Nebraska
$785K
SWM
205
Selective Wealth Management
Virginia
$775K -$1.7K -37 -0.2%
FI
206
Financial Insights
Washington
$773K -$4.59K -100 -0.6%
PAS
207
Park Avenue Securities
New York
$756K -$33.1K -720 -4%
CW
208
CreativeOne Wealth
Kansas
$746K +$105K +2,284 +16%
BB
209
Berkshire Bank
Massachusetts
$738K +$82.3K +1,791 +12%
WCFA
210
Walkner Condon Financial Advisors
Wisconsin
$731K -$597 -13 -0.1%
HCA
211
Harpswell Capital Advisors
Maine
$728K
NL
212
NDWM LLC
California
$712K +$163K +3,549 +29%
AWM
213
Apollon Wealth Management
South Carolina
$709K -$603K -13,130 -46%
First Manhattan
214
First Manhattan
New York
$696K
Cerity Partners
215
Cerity Partners
New York
$684K +$103K +2,243 +18%
Bank Julius Baer & Co
216
Bank Julius Baer & Co
Switzerland
$683K
CF
217
Centaurus Financial
California
$668K +$451K +9,822 +203%
OFS
218
OneAscent Financial Services
Alabama
$665K +$671K +14,606 New
HAG
219
HighPoint Advisor Group
Illinois
$652K +$162K +3,518 +33%
FCA
220
FLC Capital Advisors
California
$648K
JWCA
221
J.W. Cole Advisors
Florida
$639K +$33.1K +720 +5%
SWM
222
Spire Wealth Management
Virginia
$631K +$60.6K +1,318 +10%
VAG
223
VisionPoint Advisory Group
Texas
$630K -$42.1K -917 -6%
NP
224
NorthRock Partners
Minnesota
$622K +$5.01K +109 +0.8%
PAA
225
Peregrine Asset Advisers
Oregon
$620K +$107K +2,335 +21%