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State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fortitude Family Office
776
Fortitude Family Office
Arizona
$3.21M -$75K -879 -2%
Spectrum Strategic Capital Management
777
Spectrum Strategic Capital Management
Oregon
$3.18M -$585K -6,857 -16%
C.M. Bidwell & Associates
778
C.M. Bidwell & Associates
Hawaii
$3.18M +$288K +3,381 +10%
Pinnacle Family Advisors
779
Pinnacle Family Advisors
Missouri
$3.18M +$559K +6,550 +22%
Asset Allocation & Management Company
780
Asset Allocation & Management Company
Illinois
$3.18M +$3.08M +36,130 New
Ritter Daniher Financial Advisory
781
Ritter Daniher Financial Advisory
Ohio
$3.16M +$1.6M +18,770 +109%
Twin Peaks Wealth Advisors
782
Twin Peaks Wealth Advisors
California
$3.15M +$319K +3,740 +12%
Summit Financial Wealth Advisors
783
Summit Financial Wealth Advisors
Louisiana
$3.14M +$232K +2,722 +8%
Elevation Wealth Management
784
Elevation Wealth Management
Minnesota
$3.13M +$201K +2,353 +7%
Envestnet Portfolio Solutions
785
Envestnet Portfolio Solutions
Illinois
$3.13M +$404K +4,736 +15%
Aspen Wealth Strategies
786
Aspen Wealth Strategies
Colorado
$3.12M +$249K +2,919 +9%
TriCert Investment Counsel
787
TriCert Investment Counsel
$3.11M +$3.02M +35,373 New
Arista Wealth Management
788
Arista Wealth Management
Nevada
$3.1M – – –
M Holdings Securities
789
M Holdings Securities
Oregon
$3.08M +$147K +1,721 +5%
Worth Financial Advisory Group
790
Worth Financial Advisory Group
North Carolina
$3.08M +$2.99M +35,080 New
Wescott Financial Advisory Group
791
Wescott Financial Advisory Group
Pennsylvania
$3.08M -$499K -5,850 -14%
Caitlin John
792
Caitlin John
Michigan
$3.05M +$1.67M +19,548 +129%
Westover Capital Advisors
793
Westover Capital Advisors
Delaware
$3.04M -$217K -2,544 -7%
Schneider Downs Wealth Management Advisors
794
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.04M – – –
LifeWealth Investments
795
LifeWealth Investments
Florida
$3.03M -$1.25M -14,593 -30%
Prosperity Consulting Group
796
Prosperity Consulting Group
Maryland
$3.03M +$687K +8,057 +31%
IEQ Capital
797
IEQ Capital
California
$3.01M +$204K +2,393 +7%
Global Assets Advisory
798
Global Assets Advisory
Florida
$3.01M +$2.92M +34,223 New
Pitti Group Wealth Management
799
Pitti Group Wealth Management
New York
$3.01M +$33.9K +397 +1%
FAP
800
Financial Advisory Partners
Florida
$3M +$209K +2,452 +8%