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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
LBWM
3576
Left Brain Wealth Management
Illinois
$709K – – –
1WA
3577
180 Wealth Advisors
Washington
$708K +$38.1K +56 +5%
AGP
3578
Aspire Growth Partners
Florida
$708K +$2.04K +3 +0.3%
SLG
3579
Stanley-Laman Group
Pennsylvania
$706K +$680 +1 +0.1%
HG
3580
Harbor Group
New Hampshire
$703K -$8.84K -13 -1%
PIP
3581
Philadelphia Investment Partners
New Jersey
$703K +$735K +1,081 New
BFG
3582
Birch Financial Group
New Hampshire
$703K +$2.72K +4 +0.4%
SMG
3583
Smart Money Group
Texas
$703K -$241K -354 -25%
DWA
3584
Dougherty Wealth Advisers
Minnesota
$702K -$50.3K -74 -6%
SWMG
3585
Stillwater Wealth Management Group
Florida
$702K +$137K +201 +23%
STA
3586
Shade Tree Advisors
New York
$701K – – –
NF
3587
NavPoint Financial
Minnesota
$701K +$2.04K +3 +0.3%
Azimuth Capital Investment Management
3588
Azimuth Capital Investment Management
Michigan
$700K +$64.6K +95 +10%
KWM
3589
KFG Wealth Management
Indiana
$700K -$32.6K -48 -4%
EA
3590
Ellsworth Advisors
Ohio
$699K -$17.7K -26 -2%
SWK
3591
Stephen W. Kidder
$699K -$34K -50 -4%
HWA
3592
Heritage Wealth Architects
Minnesota
$699K +$259K +381 +65%
FLFS
3593
Family Legacy Financial Solutions
North Carolina
$699K -$648K -953 -47%
IAS
3594
Integrity Advisory Solutions
Texas
$698K -$707K -1,040 -49%
BFA
3595
Bluestem Financial Advisors
Illinois
$698K +$195K +287 +37%
BA
3596
Bluesphere Advisors
Pennsylvania
$698K +$492K +724 +207%
CLIP
3597
Colter Lewis Investment Partners
Connecticut
$696K -$4.4M -6,475 -86%
RP
3598
Rowlandmiller & Partners
Georgia
$695K +$53K +78 +8%
SFA
3599
Seneca Financial Advisors
New York
$689K – – –
WA
3600
WP Advisors
California
$687K +$30.6K +45 +4%