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State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MW
301
Mueller Wealth
Wisconsin
$27.2M +$1.46M +17,130 +6%
PNC Financial Services Group
302
PNC Financial Services Group
Pennsylvania
$27.1M -$1.44M -16,846 -5%
Keel Point
303
Keel Point
Alabama
$27.1M +$6.23K +73 +0%
Cornerstone Wealth Group
304
Cornerstone Wealth Group
North Carolina
$26.9M +$5.07M +59,383 +24%
Vestmark Advisory Solutions
305
Vestmark Advisory Solutions
Massachusetts
$26.9M +$4.34M +50,922 +20%
LWMM
306
Legacy Wealth Management (Mississippi)
Mississippi
$26.6M +$10.6M +124,427 +70%
APWA
307
Atlas Private Wealth Advisors
New Jersey
$26.4M +$1.04M +12,161 +4%
AlphaCore Capital
308
AlphaCore Capital
California
$26.4M -$1.56M -18,298 -6%
GAG
309
Goodman Advisory Group
Massachusetts
$26.3M -$188K -2,206 -0.7%
DDD Partners
310
DDD Partners
Washington
$26.2M +$14.3M +168,144 +130%
RFG Advisory
311
RFG Advisory
Alabama
$26.1M -$7.73M -90,557 -23%
Rehmann Capital Advisory Group
312
Rehmann Capital Advisory Group
Michigan
$25.8M +$1.95M +22,873 +8%
Oarsman Capital
313
Oarsman Capital
Wisconsin
$25.6M +$10M +117,130 +67%
US Bancorp
314
US Bancorp
Minnesota
$25.6M +$1.66M +19,430 +7%
MWM
315
Maripau Wealth Management
Indiana
$25.5M +$3.43M +40,207 +16%
DF
316
Daviman Financial
Indiana
$25.3M +$8.05M +94,370 +49%
AI
317
Arrien Investments
Idaho
$25.3M +$116K +1,357 +0.5%
CAM
318
Clarity Asset Management
Iowa
$25.3M -$178K -2,081 -0.7%
BOSSRA
319
B.O.S.S. Retirement Advisors
Utah
$25.3M +$10.8M +126,159 +78%
KCAM
320
Kagan Cocozza Asset Management
New Jersey
$25.2M +$1.38M +16,144 +6%
CWAF
321
Core Wealth Advisors (Florida)
Florida
$25.1M +$337K +3,948 +1%
CG
322
Clarus Group
Texas
$25M +$54.3K +636 +0.2%
KNFPWM
323
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$25M +$1.18M +13,843 +5%
GF
324
GTS Financial
Minnesota
$24.9M -$108K -1,264 -0.4%
RFS
325
Retirement Financial Solutions
Tennessee
$24.8M +$633K +7,420 +3%