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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
776
Thrive Wealth Management
Pennsylvania
$14.7M +$7.36M +18,450 +106%
WFO
777
Wealthgate Family Office
Colorado
$14.7M -$4.43M -11,092 -24%
BFWA
778
Benchmark Financial Wealth Advisors
Florida
$14.7M +$3.42M +8,576 +31%
DFA
779
Delta Financial Advisors
Louisiana
$14.7M -$2.35M -5,888 -14%
BCMIO
780
Beacon Capital Management Inc (Ohio)
Ohio
$14.6M +$13.9M +34,900 +5,328%
MFS
781
Madrona Financial Services
Washington
$14.5M -$1.14M -2,865 -7%
IAS
782
Insigneo Advisory Services
Florida
$14.4M +$2.93M +7,355 +27%
TA
783
TKG Advisors
Indiana
$14.3M -$268K -671 -2%
TA
784
TrueWealth Advisors
Alabama
$14.3M +$2.54M +6,360 +22%
SMG
785
Smart Money Group
Texas
$14.3M +$6.97M +17,475 +103%
FF
786
Fluent Financial
Texas
$14.2M -$21.7M -54,481 -61%
WWM
787
Western Wealth Management
Colorado
$14.2M -$286K -716 -2%
PCIA
788
Prime Capital Investment Advisors
Kansas
$14.1M -$15.4M -38,497 -53%
EWA
789
Exencial Wealth Advisors
Oklahoma
$14.1M -$622K -1,558 -4%
WSTAM
790
Wilbanks Smith & Thomas Asset Management
Virginia
$14.1M -$362K -907 -3%
KPWS
791
Kestra Private Wealth Services
Texas
$14.1M +$1.24M +3,102 +10%
FFA
792
Fi3 Financial Advisors
Indiana
$14.1M -$40.3K -101 -0.3%
RAM
793
Readystate Asset Management
Illinois
$14M +$13.6M +34,201 New
TWM
794
Tolleson Wealth Management
Texas
$14M -$244K -611 -2%
SWM
795
Segment Wealth Management
Texas
$14M -$9.66M -24,201 -41%
HVIA
796
Hudson Valley Investment Advisors
New York
$14M +$13.4M +33,492 +5,455%
AIP
797
Ameritas Investment Partners
Nebraska
$14M -$2.37M -5,950 -15%
MWM
798
MorganRosel Wealth Management
Colorado
$13.9M -$671K -1,683 -5%
AAG
799
Armstrong Advisory Group
Massachusetts
$13.8M -$73.8K -185 -0.5%
Lazard Asset Management
800
Lazard Asset Management
New York
$13.8M -$18.6M -46,656 -58%