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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
LWL
1651
Leo Wealth LLC
Texas
$4.7M +$340K +650 +8%
BWA
1652
BlueSky Wealth Advisors
North Carolina
$4.68M +$4.5M +8,594 New
BA
1653
Bridge Advisory
California
$4.66M -$119K -227 -3%
LNB
1654
Ledyard National Bank
$4.64M -$482K -921 -10%
SFS
1655
Sharp Financial Services
Pennsylvania
$4.63M +$173K +330 +4%
HG
1656
Herbst Group
Connecticut
$4.63M -$152K -290 -3%
OFG
1657
Omega Financial Group
California
$4.62M -$3.66K -7 -0.1%
WA
1658
Wealthstream Advisors
New York
$4.6M -$22.5K -43 -0.5%
OAS
1659
Optivise Advisory Services
Tennessee
$4.6M +$4.42M +8,449 New
MSA
1660
McAlister Sweet & Associates
Texas
$4.59M -$1.14M -2,174 -20%
PIP
1661
Peachtree Investment Partners
Florida
$4.58M -$20.9K -40 -0.5%
SC
1662
Steph & Co
Wisconsin
$4.58M -$70.1K -134 -2%
TVWM
1663
Tower View Wealth Management
Wisconsin
$4.57M +$14.1K +27 +0.3%
MWM
1664
Marietta Wealth Management
Georgia
$4.57M -$125K -238 -3%
OCM
1665
Oribel Capital Management
New York
$4.57M +$837K +1,600 +24%
TPWA
1666
Twin Peaks Wealth Advisors
California
$4.55M -$163K -312 -4%
GIA
1667
Guyasuta Investment Advisors
Pennsylvania
$4.55M -$108K -207 -2%
NG
1668
NWK Group
California
$4.55M +$57.6K +110 +1%
LFG
1669
Lockerman Financial Group
California
$4.53M -$208K -398 -5%
PCS
1670
Personal CFO Solutions
New Jersey
$4.53M +$232K +444 +6%
BFA
1671
Beacon Financial Advisory
Ohio
$4.53M +$651K +1,244 +18%
SCA
1672
Sandy Cove Advisors
Massachusetts
$4.53M -$217K -415 -5%
GSWM
1673
Greenup Street Wealth Management
Michigan
$4.52M +$3.82M +7,292 +714%
LHC
1674
Little House Capital
Massachusetts
$4.52M -$74.8K -143 -2%
NF
1675
Nikulski Financial
Iowa
$4.51M -$342K -654 -7%