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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
LSA
2151
Lion Street Advisors
Texas
$3.07M +$274K +479 +11%
BDF
2152
Black Diamond Financial
Maryland
$3.07M +$8K +14 +0.3%
PWM
2153
PBMares Wealth Management
Virginia
$3.06M +$572 +1 +0%
CSA
2154
Cottage Street Advisors
Massachusetts
$3.05M -$85.7K -150 -3%
VWS
2155
Virtus Wealth Solutions
New Jersey
$3.04M +$186K +325 +7%
FFG
2156
Fortress Financial Group
Minnesota
$3.02M +$17.1K +30 +0.6%
VIS
2157
Vega Investment Solutions
France
$3.02M – – –
Smith Salley Wealth Management
2158
Smith Salley Wealth Management
North Carolina
$3.02M +$150K +262 +6%
CWM
2159
Centricity Wealth Management
Ohio
$3.01M -$572 -1 -0%
SIS
2160
Sound Income Strategies
Florida
$3.01M -$835K -1,461 -23%
RFA
2161
Rollins Financial Advisors
New York
$3.01M -$198K -347 -7%
SAM
2162
SP Asset Management
California
$3M +$10.9K +19 +0.4%
SC
2163
Searle & Co
Connecticut
$3M +$25.2K +44 +0.9%
PWG
2164
Private Wealth Group
Florida
$3M – – –
MF
2165
Manchester Financial
California
$2.99M +$800K +1,400 +41%
AAM
2166
Ameraudi Asset Management
New York
$2.99M -$217K -380 -7%
IFS
2167
Integrated Financial Solutions
Virginia
$2.99M +$2.76M +4,833 New
SWAG
2168
Spectrum Wealth Advisory Group
California
$2.97M -$722K -1,263 -21%
FPL
2169
Fortress Private Ledger
North Carolina
$2.97M +$365K +638 +15%
SWA
2170
SOA Wealth Advisors
New York
$2.97M -$4.57K -8 -0.2%
WRPWM
2171
Werba Rubin Papier Wealth Management
California
$2.97M +$80K +140 +3%
NI
2172
Noked Israel
Israel
$2.96M – – –
EI
2173
Ellevest Inc
New York
$2.96M -$75.5K -132 -3%
AAMA
2174
Advanced Asset Management Advisors
Ohio
$2.96M +$208K +364 +8%
MC
2175
Mathes Company
New York
$2.95M -$51.4K -90 -2%