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State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPW
351
Stillwater Private Wealth
Pennsylvania
$21.7M +$14.9M +174,556 +271%
RIS
352
Richmond Investment Services
Wisconsin
$21.7M -$19M -222,837 -47%
Mosaic Family Wealth Partners
353
Mosaic Family Wealth Partners
Missouri
$21.7M +$8M +93,778 +61%
BCA
354
Bay Capital Advisors
Virginia
$21.6M +$978K +11,468 +5%
BWAM
355
Blue Water Asset Management
Michigan
$21.6M +$363K +4,258 +2%
Beacon Pointe Advisors
356
Beacon Pointe Advisors
California
$21.4M +$9.6M +112,129 +85%
AIC
357
Archer Investment Corporation
Indiana
$21.4M +$60.3K +707 +0.3%
LAS
358
Legacy Advisory Services
Pennsylvania
$21.3M +$249K +2,920 +1%
WS
359
Wilian Securities
Minnesota
$21.3M +$20.6M +242,040 New
CAPTRUST Financial Advisors
360
CAPTRUST Financial Advisors
North Carolina
$21.2M +$1.49M +17,493 +8%
LIA
361
Luken Investment Analytics
Tennessee
$21.1M -$485K -5,687 -2%
Chicago Partners Investment Group
362
Chicago Partners Investment Group
Illinois
$21.1M +$2.77M +32,487 +15%
WCM
363
WealthTrak Capital Management
Virginia
$21M +$6.07M +71,171 +42%
National Bank of Canada
364
National Bank of Canada
Quebec, Canada
$20.9M +$3.62M +42,479 +22%
Focus Partners Advisor Solutions
365
Focus Partners Advisor Solutions
Missouri
$20.7M +$2.08M +24,322 +12%
LSL
366
Legacy Solutions LLC
Pennsylvania
$20.4M +$599K +7,021 +3%
FS
367
Ferguson Shapiro
Georgia
$20.4M -$2.07M -24,266 -9%
VBFP
368
Valtinson Bruner Financial Planning
Minnesota
$20.3M +$1.07M +12,589 +6%
Atria Investments
369
Atria Investments
North Carolina
$19.9M +$1.05M +12,277 +6%
CoreCap Advisors
370
CoreCap Advisors
Michigan
$19.9M -$3.6M -42,153 -16%
WCM
371
Windsor Capital Management
Arizona
$19.6M -$717K -8,401 -4%
MA
372
MKT Advisors
California
$19.6M +$2.79M +32,715 +17%
Advisory Alpha
373
Advisory Alpha
Michigan
$19.5M +$103K +1,212 +0.5%
Tradition Wealth Management
374
Tradition Wealth Management
Minnesota
$19.5M +$6.63M +77,659 +54%
CVFG LLC
375
CVFG LLC
Indiana
$19.3M +$1.44M +16,861 +8%