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State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Diversify Wealth Management
626
Diversify Wealth Management
Utah
$5.95M -$325K -3,809 -5%
Diversify Advisory Services
627
Diversify Advisory Services
Utah
$5.95M +$5.84M +68,442 New
MLP3 LLC
628
MLP3 LLC
New Jersey
$5.94M +$203K +2,381 +4%
MN Wealth Advisors
629
MN Wealth Advisors
Kansas
$5.94M +$1.39M +16,253 +32%
Perigon Wealth Management
630
Perigon Wealth Management
California
$5.9M -$44.1K -517 -0.8%
OIM
631
Opus Investment Management
Massachusetts
$5.88M – – –
Armstrong Advisory Group
632
Armstrong Advisory Group
Massachusetts
$5.87M -$17.6K -206 -0.3%
Hengehold Capital Management
633
Hengehold Capital Management
Ohio
$5.86M +$50.9K +597 +0.9%
Vestment Financial
634
Vestment Financial
Minnesota
$5.79M +$164K +1,924 +3%
Downshift Financial
635
Downshift Financial
Colorado
$5.76M +$127K +1,488 +2%
Maridea Wealth Management
636
Maridea Wealth Management
New York
$5.73M +$131K +1,533 +2%
URS Advisory
637
URS Advisory
Florida
$5.73M +$674K +7,899 +14%
Portside Wealth Group
638
Portside Wealth Group
Utah
$5.71M +$5.17M +60,648 +1,398%
Per Stirling Capital Management
639
Per Stirling Capital Management
Texas
$5.68M -$56.1K -658 -1%
Silver Oak Securities
640
Silver Oak Securities
Tennessee
$5.68M +$701K +8,216 +15%
Triad Wealth Partners
641
Triad Wealth Partners
Kansas
$5.66M -$11.6M -135,749 -68%
Copia Wealth Management
642
Copia Wealth Management
Oregon
$5.59M -$173K -2,026 -3%
Rossby Financial
643
Rossby Financial
Florida
$5.46M +$1.82M +21,305 +52%
Aureum Wealth Management
644
Aureum Wealth Management
Florida
$5.45M +$176K +2,060 +3%
Kingsbury Capital Investment Advisors
645
Kingsbury Capital Investment Advisors
Illinois
$5.44M -$2.23M -26,162 -30%
KMT Wealth Management
646
KMT Wealth Management
California
$5.44M +$5.28M +61,881 New
LA
647
Latitude Advisors
Florida
$5.33M +$689K +8,072 +15%
Transcend Capital Advisors
648
Transcend Capital Advisors
New Jersey
$5.31M +$805K +9,430 +19%
Beaumont Financial Advisors
649
Beaumont Financial Advisors
Massachusetts
$5.3M -$130K -1,520 -2%
Parkway Wealth Management
650
Parkway Wealth Management
Texas
$5.25M +$1.18M +13,859 +30%