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State Street SPDR Portfolio S&P 500 High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$58.9M +$5.37M +141,750 +10%
AssetMark Inc
2
AssetMark Inc
California
$26.3M +$244K +6,426 +0.9%
Bank of America
3
Bank of America
North Carolina
$19.5M +$3.48M +91,746 +22%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$18.4M +$1.43M +37,614 +8%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$17.2M +$5.96M +157,328 +53%
BFG
6
Barber Financial Group
Kansas
$14.8M +$1.85M +48,795 +14%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$13.7M +$10.4M +274,816 +318%
UBS Group
8
UBS Group
Switzerland
$8.35M +$587K +15,493 +8%
GI
9
Gradient Investments
Minnesota
$8.26M +$1.46M +38,410 +21%
LPL Financial
10
LPL Financial
California
$7.88M +$1.51M +39,904 +24%
FPIS
11
Financial Planning & Information Services
Wisconsin
$7.67M +$2.48M +65,367 +48%
SP
12
SWS Partners
Ohio
$7.64M +$7.59M +200,347 New
Morgan Stanley
13
Morgan Stanley
New York
$7.36M +$297K +7,824 +4%
Jane Street
14
Jane Street
New York
$6.55M +$3.74M +98,715 +135%
MWA
15
MFA Wealth Advisors
Pennsylvania
$6.11M +$120K +3,178 +2%
BCI
16
Brinker Capital Investments
Pennsylvania
$5.8M -$356K -9,390 -6%
BWFA
17
Baltimore-Washington Financial Advisors
Maryland
$5.7M +$1.36M +35,963 +32%
CCP
18
Cardan Capital Partners
Colorado
$5.58M +$251K +6,635 +5%
CCFM
19
Clear Creek Financial Management
Washington
$5.38M +$5.36M +141,504 New
AG
20
Advisor Group
Arizona
$5.18M +$1.56M +41,153 +43%
DAS
21
Dynamic Advisor Solutions
Arizona
$5.07M +$4.06M +107,062 +408%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$4.67M +$333K +8,791 +8%
HighTower Advisors
23
HighTower Advisors
Illinois
$4.37M +$774K +20,435 +22%
Goldman Sachs
24
Goldman Sachs
New York
$3.88M +$2.89M +76,134 +296%
MAG
25
Mokosak Advisory Group
Iowa
$3.75M +$29.4K +777 +0.8%