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State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Strategic Family Wealth Counselors
926
Strategic Family Wealth Counselors
New Jersey
$1.88M +$1.36M +15,889 +290%
Whittier Trust
927
Whittier Trust
California
$1.86M -$63.9K -749 -3%
CLA (CliftonLarsonAllen) Wealth Advisors
928
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.85M +$1.79M +21,026 New
GK Wealth Management
929
GK Wealth Management
Nevada
$1.85M +$1.79M +21,019 New
Brighton Jones LLC
930
Brighton Jones LLC
Washington
$1.84M +$187K +2,188 +12%
Mendel Money Management
931
Mendel Money Management
Illinois
$1.84M +$229K +2,679 +15%
Town Capital
932
Town Capital
Maryland
$1.83M -$130K -1,519 -7%
Concord Asset Management (Virginia)
933
Concord Asset Management (Virginia)
Virginia
$1.83M -$56.7K -665 -3%
Hartford Financial Management
934
Hartford Financial Management
Connecticut
$1.81M +$44.3K +519 +3%
Cullen Investment Group
935
Cullen Investment Group
Louisiana
$1.81M +$191K +2,238 +12%
Wilkins Miller Wealth Management
936
Wilkins Miller Wealth Management
Alabama
$1.81M +$23.3K +273 +1%
The Wealth Group
937
The Wealth Group
Minnesota
$1.79M -$3.41K -40 -0.2%
Legacy Edge Advisors
938
Legacy Edge Advisors
New York
$1.79M +$1.96K +23 +0.1%
Collier Financial
939
Collier Financial
Colorado
$1.77M -$42.3K -496 -2%
Great Lakes Retirement
940
Great Lakes Retirement
Ohio
$1.77M -$381K -4,465 -18%
GoalVest Advisory
941
GoalVest Advisory
New York
$1.77M – – –
Coldstream Capital Management
942
Coldstream Capital Management
Washington
$1.76M +$1.71M +19,987 New
Landmark Wealth Management (New York)
943
Landmark Wealth Management (New York)
New York
$1.74M -$85.5K -1,002 -5%
Orgel Wealth Management
944
Orgel Wealth Management
Wisconsin
$1.73M +$644K +7,550 +62%
Keystone Wealth Services
945
Keystone Wealth Services
California
$1.73M +$27K +316 +2%
Trivant Custom Portfolio Group
946
Trivant Custom Portfolio Group
California
$1.73M +$51.5K +604 +3%
FLP Wealth Management
947
FLP Wealth Management
Arkansas
$1.72M +$730K +8,559 +78%
Ruggiero Investments
948
Ruggiero Investments
Florida
$1.71M +$1.19M +13,996 +255%
Old Mission Capital
949
Old Mission Capital
Illinois
$1.71M +$1.66M +19,438 New
Richard W. Paul & Associates
950
Richard W. Paul & Associates
Michigan
$1.71M -$22.2K -260 -1%