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State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIP
1101
Reliant Investment Partners
North Carolina
$922K – – –
Taylor Securities Services
1102
Taylor Securities Services
Pennsylvania
$920K -$2.9K -34 -0.3%
Grimes & Company
1103
Grimes & Company
Massachusetts
$919K -$3.35M -39,213 -79%
MJT & Associates Financial Advisory
1104
MJT & Associates Financial Advisory
Minnesota
$919K – – –
MATAURO
1105
MATAURO
New York
$917K +$891K +10,438 New
Fifth Third Wealth Advisors
1106
Fifth Third Wealth Advisors
Ohio
$916K +$376K +4,408 +73%
Perspective Wealth Advisors
1107
Perspective Wealth Advisors
Colorado
$913K -$45K -528 -5%
Barnes Dennig Private Wealth Management
1108
Barnes Dennig Private Wealth Management
Ohio
$907K +$277K +3,245 +46%
Transce3nd
1109
Transce3nd
Texas
$907K -$100K -1,176 -10%
Sound Financial Strategies Group
1110
Sound Financial Strategies Group
Mississippi
$903K +$877K +10,279 New
Berger Financial Group
1111
Berger Financial Group
Minnesota
$900K +$7.51K +88 +0.9%
Hughes Financial Services
1112
Hughes Financial Services
Virginia
$899K +$33.5K +393 +4%
Roman Butler Fullerton & Co
1113
Roman Butler Fullerton & Co
Missouri
$897K +$16.5K +193 +2%
Vermillion & White Wealth Management Group
1114
Vermillion & White Wealth Management Group
Pennsylvania
$890K -$43.7K -512 -5%
Hemenway Trust Hemenway Trust
1115
Hemenway Trust Hemenway Trust
New Hampshire
$886K – – –
LWM Advisory Services
1116
LWM Advisory Services
Florida
$883K +$858K +10,052 New
Eaton-Cambridge
1117
Eaton-Cambridge
Arizona
$883K +$857K +10,043 New
Gross & Hartman Investments
1118
Gross & Hartman Investments
Pennsylvania
$882K +$112K +1,315 +15%
Johnson Investment Counsel
1119
Johnson Investment Counsel
Ohio
$877K -$22.3K -261 -3%
Abundance Wealth Counselors
1120
Abundance Wealth Counselors
Pennsylvania
$876K +$189K +2,218 +29%
Simon Quick Advisors
1121
Simon Quick Advisors
New Jersey
$874K +$24.3K +285 +3%
Breachway Investments
1122
Breachway Investments
Rhode Island
$869K -$550K -6,451 -39%
Unify Financial Advisors
1123
Unify Financial Advisors
Florida
$869K +$191K +2,242 +29%
RWA Wealth Partners
1124
RWA Wealth Partners
Massachusetts
$864K +$9.7K +114 +1%
Consolidated Planning Corp
1125
Consolidated Planning Corp
Georgia
$864K +$317K +3,721 +61%