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State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morling Financial Advisors
526
Morling Financial Advisors
California
$9.5M -$108K -1,264 -1%
Evergreen Capital Management
527
Evergreen Capital Management
Washington
$9.5M +$171 +2 +0%
EFL
528
ERn Financial LLC
Wisconsin
$9.5M +$502K +5,882 +6%
WealthPLAN Partners
529
WealthPLAN Partners
Nebraska
$9.36M +$3.35M +39,322 +59%
Wealthcare Capital Management
530
Wealthcare Capital Management
Virginia
$9.35M +$147K +1,719 +2%
Vantage Point Financial
531
Vantage Point Financial
Illinois
$9.31M +$1.04M +12,221 +13%
Adams Wealth Management
532
Adams Wealth Management
Utah
$9.28M +$97.2K +1,139 +1%
Talon Private Wealth
533
Talon Private Wealth
Florida
$9.27M -$127K -1,483 -1%
EGA
534
E&G Advisors
Texas
$9.24M +$1.05M +12,288 +13%
Lighthouse Financial Services
535
Lighthouse Financial Services
California
$9.17M +$131K +1,536 +1%
Firethorn Wealth Partners
536
Firethorn Wealth Partners
Georgia
$9.13M +$290K +3,399 +3%
Apeiron RIA
537
Apeiron RIA
Texas
$9.09M -$2.43M -28,492 -22%
Centaurus Financial
538
Centaurus Financial
California
$9.02M -$859K -10,065 -9%
Armis Advisers
539
Armis Advisers
Georgia
$9.01M +$4.02M +47,157 +86%
Trinity Wealth Management
540
Trinity Wealth Management
Pennsylvania
$9M +$214K +2,514 +3%
Transamerica Financial Advisors
541
Transamerica Financial Advisors
Florida
$8.99M -$175K -2,049 -2%
Steward Partners Investment Advisory
542
Steward Partners Investment Advisory
New York
$8.98M +$1.56M +18,322 +22%
Parallel Advisors
543
Parallel Advisors
California
$8.87M +$2.68M +31,424 +45%
Values Added Financial
544
Values Added Financial
District of Columbia
$8.87M -$22.9K -268 -0.3%
Quantinno Capital Management
545
Quantinno Capital Management
New York
$8.8M +$3.02M +35,402 +55%
Tempus Wealth Planning
546
Tempus Wealth Planning
California
$8.79M +$2.76M +32,392 +48%
Advisors Preferred
547
Advisors Preferred
Maryland
$8.77M – – –
Wealth Management Resources
548
Wealth Management Resources
Rhode Island
$8.74M +$528K +6,193 +7%
SageView Advisory Group
549
SageView Advisory Group
California
$8.65M +$7.08M +83,036 +539%
Turning Point Benefit Group
550
Turning Point Benefit Group
Maryland
$8.64M -$3.7M -43,358 -31%