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State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
701
Synergy Investment Management
Florida
$4.41M -$21.3K -250 -0.5%
Dakota Wealth Management
702
Dakota Wealth Management
Florida
$4.39M +$166K +1,951 +4%
Phillip James Consulting
703
Phillip James Consulting
Minnesota
$4.39M +$4.26M +49,913 New
McNamara Financial Services
704
McNamara Financial Services
Massachusetts
$4.38M +$3.75K +44 +0.1%
MSH Capital Advisors
705
MSH Capital Advisors
Arizona
$4.37M +$26.3K +308 +0.6%
Catalyst Private Wealth
706
Catalyst Private Wealth
California
$4.35M – – –
Trek Financial
707
Trek Financial
Arizona
$4.33M -$146K -1,711 -3%
ACT Advisors
708
ACT Advisors
North Carolina
$4.28M -$70.3K -824 -2%
CAP Partners LLC
709
CAP Partners LLC
Tennessee
$4.28M +$647K +7,578 +18%
Oregon Pacific Wealth Management
710
Oregon Pacific Wealth Management
Oregon
$4.27M +$133K +1,564 +3%
International Private Wealth Advisors
711
International Private Wealth Advisors
California
$4.26M +$74.9K +878 +2%
Oppenheimer Asset Management
712
Oppenheimer Asset Management
New York
$4.22M +$145K +1,698 +4%
Centennial Advisors
713
Centennial Advisors
Texas
$4.19M +$210K +2,466 +5%
First Trust Advisors
714
First Trust Advisors
Illinois
$4.17M -$48.5K -569 -1%
Avantax Planning Partners
715
Avantax Planning Partners
Iowa
$4.16M -$55.3K -648 -1%
PCB Capital
716
PCB Capital
New Jersey
$4.15M +$771K +9,036 +24%
Vectors Research Management
717
Vectors Research Management
New York
$4.15M -$232K -2,718 -5%
UBS AM
718
UBS AM
Illinois
$4.14M -$133K -1,562 -3%
ETF Store
719
ETF Store
Kansas
$4.09M +$619K +7,259 +18%
Gilbert & Cook
720
Gilbert & Cook
Iowa
$4.07M +$133K +1,554 +3%
NewEdge Wealth
721
NewEdge Wealth
Pennsylvania
$4.07M +$75.2K +881 +2%
CIA
722
Cape Investment Advisory
Georgia
$4.05M +$170K +1,994 +5%
Insight Advisors
723
Insight Advisors
Pennsylvania
$4.05M +$114K +1,335 +3%
Stevens Capital Partners
724
Stevens Capital Partners
Nebraska
$4.04M -$422K -4,943 -10%
Laurel Oak Wealth Management
725
Laurel Oak Wealth Management
New Jersey
$4.02M -$1.08M -12,703 -22%