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State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Teamwork Financial Advisors
876
Teamwork Financial Advisors
Texas
$2.3M -$11.8K -138 -0.5%
Holistic Financial Partners
877
Holistic Financial Partners
Indiana
$2.28M – – –
Access Financial Services
878
Access Financial Services
Minnesota
$2.28M +$49.9K +585 +2%
Blue Edge Capital
879
Blue Edge Capital
Virginia
$2.28M +$1.25M +14,606 +129%
Stegent Equity Advisors
880
Stegent Equity Advisors
Texas
$2.28M -$94.1K -1,103 -4%
TA
881
TrueWealth Advisors
Alabama
$2.27M -$12.3K -144 -0.6%
VWM
882
VCI Wealth Management
Missouri
$2.26M -$48.1K -564 -2%
Acorn Wealth Advisors
883
Acorn Wealth Advisors
Michigan
$2.26M +$289K +3,387 +15%
Pinion Investment Advisors
884
Pinion Investment Advisors
Kansas
$2.26M +$273K +3,204 +14%
Cardiff Park Advisors
885
Cardiff Park Advisors
California
$2.24M +$1.01M +11,853 +87%
SFM LLC
886
SFM LLC
New Hampshire
$2.23M +$1.21M +14,183 +126%
Fulcrum Capital
887
Fulcrum Capital
Washington
$2.23M – – –
Vista Investment Management
888
Vista Investment Management
Pennsylvania
$2.2M -$10.2K -119 -0.5%
Rooted Wealth Advisors
889
Rooted Wealth Advisors
Illinois
$2.2M -$597 -7 -0%
Advisor Resource Council
890
Advisor Resource Council
Texas
$2.19M +$670K +7,857 +46%
Global Endowment Management
891
Global Endowment Management
North Carolina
$2.19M +$1.02M +12,012 +93%
Redwood Financial Network
892
Redwood Financial Network
Ohio
$2.18M +$54.7K +641 +3%
Shaker Investments
893
Shaker Investments
Ohio
$2.18M +$84.9K +995 +4%
RIA Advisory Group
894
RIA Advisory Group
Iowa
$2.17M -$97.1K -1,138 -4%
Spirepoint Private Client
895
Spirepoint Private Client
Florida
$2.16M +$42.6K +499 +2%
Ranch Capital Advisors
896
Ranch Capital Advisors
Florida
$2.15M +$116K +1,364 +6%
Spire Wealth Management
897
Spire Wealth Management
Virginia
$2.14M +$652K +7,638 +46%
Alteri Wealth
898
Alteri Wealth
California
$2.14M +$645K +7,563 +45%
ZEGA Investments
899
ZEGA Investments
Florida
$2.14M +$396K +4,639 +24%
Raab & Moskowitz Asset Management
900
Raab & Moskowitz Asset Management
New Jersey
$2.13M -$110K -1,284 -5%