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State Street SPDR US Large Cap Low Volatility Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
76
McNaughton Wealth Management
California
$361K +$120K +902 +51%
MHB
77
Midwest Heritage Bank
Iowa
$358K -$40.7K -306 -10%
LT
78
Legacy Trust
Michigan
$348K +$342K +2,568 New
MA
79
Mezzasalma Advisors
New Jersey
$346K -$23K -173 -6%
TF
80
TIAA FSB
Florida
$338K -$9.85K -74 -3%
Cetera Investment Advisers
81
Cetera Investment Advisers
Illinois
$337K -$1.2K -9 -0.4%
HNWAG
82
High Net Worth Advisory Group
Florida
$326K -$20K -150 -6%
Mercer Global Advisors
83
Mercer Global Advisors
Colorado
$324K +$59.8K +449 +23%
BAM
84
Belpointe Asset Management
Nevada
$309K -$10.9K -82 -3%
SPIA
85
Steward Partners Investment Advisory
New York
$290K +$13.3K +100 +5%
GWP
86
Gateway Wealth Partners
Wisconsin
$268K +$263K +1,976 New
FANJ
87
Financial Architects (New Jersey)
New Jersey
$262K +$133 +1 +0.1%
LNC
88
Lincoln National Corp
Pennsylvania
$243K -$34.1K -256 -13%
MSAM
89
Moloney Securities Asset Management
Missouri
$237K
AR
90
Apeiron RIA
Texas
$233K -$40.9K -307 -15%
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$228K +$148K +1,110 +194%
PAG
92
Private Advisor Group
New Jersey
$227K +$3.68M +27,614 +409%
UIA
93
Ulland Investment Advisors
Minnesota
$225K +$399 +3 +0.2%
IFG
94
Independent Financial Group
California
$221K
VA
95
Valmark Advisers
Ohio
$214K +$210K +1,577 New
BL
96
Balentine LLC
Georgia
$214K +$122K +914 +138%
PSF
97
Pacific Sun Financial
California
$208K +$204K +1,530 New
FZCM
98
Flynn Zito Capital Management
New York
$206K +$202K +1,518 New
JMPWA
99
JP Morgan Private Wealth Advisors
California
$205K +$202K +1,514 New
Thrivent Financial for Lutherans
100
Thrivent Financial for Lutherans
Minnesota
$204K +$201K +1,507 New