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State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Focus Financial Network
326
Focus Financial Network
Minnesota
$24.5M +$5.59M +65,521 +31%
MWA
327
Merkkuri Wealth Advisors
New York
$24.4M +$4.77M +55,930 +25%
Fidelity Investments
328
Fidelity Investments
Massachusetts
$24.1M +$4.06M +47,563 +21%
Belpointe Asset Management
329
Belpointe Asset Management
Nevada
$24.1M +$3.62M +42,391 +18%
AIA
330
Accelerate Investment Advisors
California
$24M -$710K -8,323 -3%
SRSA
331
S.R. Schill & Associates
Washington
$24M +$4.08M +47,801 +21%
Beacon Capital Management Inc (Ohio)
332
Beacon Capital Management Inc (Ohio)
Ohio
$23.8M -$850K -9,963 -4%
JWM
333
JPL Wealth Management
Colorado
$23.8M +$7.67M +89,860 +50%
Strategic Blueprint
334
Strategic Blueprint
Georgia
$23.7M +$1.29M +15,086 +6%
AO
335
Advisor OS
Illinois
$23.6M +$2.69M +31,568 +13%
Calton & Associates
336
Calton & Associates
Florida
$23.4M -$371K -4,350 -2%
Advisornet Financial
337
Advisornet Financial
Minnesota
$23.2M +$1.37M +16,088 +6%
LCC
338
Lincoln Capital Corp
Rhode Island
$23.2M +$3.92M +45,969 +21%
Elm Partners Management
339
Elm Partners Management
Pennsylvania
$23M +$4.27M +50,083 +24%
BFG
340
Buttonwood Financial Group
Missouri
$23M +$3.62M +42,449 +19%
IRC
341
Investors Research Corp
Georgia
$22.9M +$905K +10,603 +4%
Encompass More Asset Management
342
Encompass More Asset Management
California
$22.7M -$25.3M -296,691 -53%
Souders Financial Advisors
343
Souders Financial Advisors
Ohio
$22.7M +$20.5M +239,933 +1,314%
NWMG
344
National Wealth Management Group
Ohio
$22.7M +$11.7M +136,920 +113%
MWML
345
Morrissey Wealth Management, LLC
Connecticut
$22.7M +$21.4M +250,339 New
Kingsview Wealth Management
346
Kingsview Wealth Management
Oregon
$22M +$3.96M +46,365 +23%
SWM
347
Selective Wealth Management
Virginia
$21.8M +$4.07M +47,661 +24%
Capital Advantage
348
Capital Advantage
California
$21.8M +$598K +7,011 +3%
LAS
349
Lloyd Advisory Services
Georgia
$21.8M +$19.8M +231,715 +1,458%
WC
350
Westwind Capital
New Mexico
$21.7M +$832K +9,752 +4%