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State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIG Brokerage
901
SIG Brokerage
New York
$2.11M – – –
Vanguard Advisers Inc
902
Vanguard Advisers Inc
Pennsylvania
$2.1M -$4.78K -56 -0.2%
Goodman Financial
903
Goodman Financial
Texas
$2.1M -$829K -9,712 -29%
MFG Wealth Management
904
MFG Wealth Management
Indiana
$2.1M +$15.2K +178 +0.8%
Kestra Private Wealth Services
905
Kestra Private Wealth Services
Texas
$2.1M +$527K +6,176 +35%
Treasure Coast Financial Planning
906
Treasure Coast Financial Planning
Florida
$2.08M -$61.3K -718 -3%
Medallion Wealth Advisors
907
Medallion Wealth Advisors
Connecticut
$2.07M -$122K -1,427 -6%
CGN Advisors
908
CGN Advisors
Kansas
$2.06M +$27.3K +320 +1%
Woodmont Investment Counsel
909
Woodmont Investment Counsel
Tennessee
$2.05M -$20.7K -243 -1%
Callan Family Office
910
Callan Family Office
Pennsylvania
$2.04M +$1.98M +23,181 New
Capstone Triton Financial Group
911
Capstone Triton Financial Group
Oklahoma
$2.02M -$1.84M -21,606 -48%
Concord Wealth Partners
912
Concord Wealth Partners
Virginia
$2.02M -$98.5K -1,155 -5%
Harmony Asset Management
913
Harmony Asset Management
Arizona
$2.02M +$85 +1 +0%
Holistic Planning
914
Holistic Planning
Texas
$2M -$11M -128,729 -85%
Foronjy Financial
915
Foronjy Financial
California
$1.97M -$50.3K -589 -3%
Fermata Advisors
916
Fermata Advisors
California
$1.93M -$141K -1,651 -7%
APS Management Group
917
APS Management Group
California
$1.92M -$26.1K -306 -1%
Peck Wealth Management
918
Peck Wealth Management
New York
$1.92M +$343K +4,022 +23%
GCM
919
Gunpowder Capital Management
Maryland
$1.91M -$146K -1,717 -7%
Hutchens & Kramer Investment Management Group
920
Hutchens & Kramer Investment Management Group
Indiana
$1.91M +$415K +4,868 +29%
Invested Advisors
921
Invested Advisors
Pennsylvania
$1.91M -$197K -2,308 -10%
Prosperity Financial Group
922
Prosperity Financial Group
California
$1.91M +$55.5K +651 +3%
LBMC Investment Advisors
923
LBMC Investment Advisors
Tennessee
$1.9M +$33.1K +388 +2%
Founders Financial Securities
924
Founders Financial Securities
Maryland
$1.89M -$26.8K -314 -1%
Selby Wealth Management
925
Selby Wealth Management
California
$1.89M +$732K +8,580 +67%