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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
3701
Lodestone Wealth Management
Washington
$608K -$80.2K -118 -11%
USWIA
3702
UP Strategic Wealth Investment Advisors
Pennsylvania
$606K +$90.4K +133 +19%
FA
3703
FC Advisory
Pennsylvania
$605K +$680 +1 +0.1%
FC
3704
Fulcrum Capital
Washington
$605K – – –
STRS Ohio
3705
STRS Ohio
Ohio
$605K +$564K +830 +830%
ACM
3706
Altrius Capital Management
North Carolina
$605K – – –
OFO
3707
OneAscent Family Office
Alabama
$604K -$79.5K -117 -11%
SFS
3708
Sharp Financial Services
Pennsylvania
$604K +$14.3K +21 +2%
UIM
3709
Unified Investment Management
Georgia
$604K – – –
OA
3710
Oasis Advisors
Iowa
$603K +$631K +928 New
BCM
3711
Beck Capital Management
Texas
$603K -$74.1K -109 -11%
AL
3712
ADE LLC
Maryland
$602K – – –
OCG
3713
Opus Capital Group
Ohio
$601K -$13.6K -20 -2%
AG
3714
Advocate Group
Minnesota
$601K +$30.6K +45 +5%
PIFP
3715
Partners in Financial Planning
Virginia
$600K +$680 +1 +0.1%
FWA
3716
Fidelis Wealth Advisors
Colorado
$600K – – –
SCM
3717
Sunbeam Capital Management
Georgia
$599K +$4.08K +6 +0.7%
RFG
3718
RFP Financial Group
Georgia
$598K -$236K -347 -27%
VCM
3719
Verde Capital Management
Michigan
$598K -$29.9K -44 -5%
HHGA
3720
Halbert Hargrove Global Advisors
California
$598K -$78.9K -116 -11%
TFP
3721
Tilia Fiduciary Partners
North Carolina
$597K +$218K +320 +54%
WAS
3722
WESPAC Advisors SoCal
California
$597K +$624K +918 New
AC
3723
Anson Capital
Georgia
$595K +$15K +22 +2%
LW
3724
Lauer Wealth
Indiana
$594K -$21.8K -32 -4%
RA
3725
Ruggaard & Associates
Ohio
$593K -$54.4K -80 -8%