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State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AMJ Financial Wealth Management
1076
AMJ Financial Wealth Management
Virginia
$1.02M – – –
Clearstead Advisors
1077
Clearstead Advisors
Ohio
$1.02M -$17.2K -202 -2%
PlanVest Financial
1078
PlanVest Financial
Maryland
$1.01M -$2.99K -35 -0.3%
McLaughlin Asset Management
1079
McLaughlin Asset Management
Illinois
$1.01M +$130K +1,521 +15%
Liberty Wealth Management
1080
Liberty Wealth Management
California
$1.01M – – –
PIS
1081
POM Investment Strategies
North Carolina
$1M +$17.7K +207 +2%
Carmel Capital Partners
1082
Carmel Capital Partners
California
$996K +$768 +9 +0.1%
Avior Wealth Management
1083
Avior Wealth Management
Nebraska
$992K -$1.54K -18 -0.2%
KPP Advisory Services
1084
KPP Advisory Services
Kentucky
$990K +$140K +1,640 +17%
Troutman Wealth Management
1085
Troutman Wealth Management
Pennsylvania
$988K -$7K -82 -0.7%
Lockerman Financial Group
1086
Lockerman Financial Group
California
$982K +$2.05K +24 +0.2%
Conservest Capital Advisors
1087
Conservest Capital Advisors
Pennsylvania
$980K +$492K +5,762 +107%
Commerce Bank
1088
Commerce Bank
Missouri
$968K +$31.5K +369 +3%
Exit Wealth Advisors
1089
Exit Wealth Advisors
Georgia
$966K -$182K -2,132 -16%
Emerald Advisors
1090
Emerald Advisors
Washington
$966K -$106K -1,242 -10%
Signature Estate & Investment Advisors
1091
Signature Estate & Investment Advisors
California
$958K +$40.6K +476 +5%
Evernest Financial Advisors
1092
Evernest Financial Advisors
Indiana
$946K +$65.4K +766 +8%
CSA
1093
Cottage Street Advisors
Massachusetts
$946K +$918K +10,762 New
SeaCrest Wealth Management
1094
SeaCrest Wealth Management
New York
$943K +$156K +1,834 +21%
Kelsey Financial
1095
Kelsey Financial
California
$942K +$6.91K +81 +0.8%
Key Financial Inc
1096
Key Financial Inc
Pennsylvania
$942K +$13.4K +157 +1%
Ascension Capital Advisors
1097
Ascension Capital Advisors
Texas
$939K +$912K +10,689 New
Global X Japan
1098
Global X Japan
Japan
$934K +$94.7K +1,110 +12%
Chemistry Wealth Management
1099
Chemistry Wealth Management
New York
$932K -$41.7K -489 -4%
Defined Wealth Management
1100
Defined Wealth Management
Oregon
$925K +$57.9K +679 +7%