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State Street SPDR US Large Cap Low Volatility Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
76
Legacy Financial Advisors
Kentucky
$470K +$25.2K +185 +6%
GM
77
GeoWealth Management
Illinois
$463K +$461K +3,388 New
AC
78
Avant Capital
Louisiana
$449K -$9.26K -68 -2%
CPA
79
Cardiff Park Advisors
California
$378K
MWM
80
McNaughton Wealth Management
California
$372K +$8.04K +59 +2%
LT
81
Legacy Trust
Michigan
$351K
MA
82
Mezzasalma Advisors
New Jersey
$349K
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$345K +$4.5K +33 +1%
TF
84
TIAA FSB
Florida
$341K
HNWAG
85
High Net Worth Advisory Group
Florida
$328K
AAS
86
Ameritas Advisory Services
Nebraska
$317K -$59.1K -434 -16%
PWP
87
Perfromance Wealth Partners
Illinois
$315K -$107K -782 -25%
BAM
88
Belpointe Asset Management
Nevada
$309K -$2.04K -15 -0.7%
SPIA
89
Steward Partners Investment Advisory
New York
$280K -$12K -88 -4%
FANJ
90
Financial Architects (New Jersey)
New Jersey
$264K
LNC
91
Lincoln National Corp
Pennsylvania
$246K +$817 +6 +0.3%
MSAM
92
Moloney Securities Asset Management
Missouri
$239K
AR
93
Apeiron RIA
Texas
$235K
BAAM
94
Baker Avenue Asset Management
California
$233K +$232K +1,700 New
PA
95
PFG Advisors
Arizona
$233K +$232K +1,700 New
UIA
96
Ulland Investment Advisors
Minnesota
$227K +$681 +5 +0.3%
MHB
97
Midwest Heritage Bank
Iowa
$227K -$133K -979 -37%
Stifel Financial
98
Stifel Financial
Missouri
$222K +$221K +1,621 New
FTS
99
Fifth Third Securities
Ohio
$220K +$219K +1,605 New
VA
100
Valmark Advisers
Ohio
$217K +$817 +6 +0.4%