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State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RB Capital Management
1126
RB Capital Management
Nevada
$861K +$82.4K +966 +11%
Sargent Investment Group
1127
Sargent Investment Group
Maryland
$860K +$834K +9,780 New
Trilogy Capital
1128
Trilogy Capital
California
$848K +$427 +5 +0.1%
SHP Wealth Management
1129
SHP Wealth Management
Massachusetts
$846K +$507K +5,939 +161%
Catalyst Financial Partners
1130
Catalyst Financial Partners
Massachusetts
$842K +$329K +3,856 +67%
High Note Wealth
1131
High Note Wealth
Minnesota
$842K +$13.8K +162 +2%
Liberty Atlantic Advisors
1132
Liberty Atlantic Advisors
Texas
$840K +$7.85K +92 +1%
Financial Network Wealth Advisors
1133
Financial Network Wealth Advisors
Utah
$840K +$815K +9,553 New
Sankala Group
1134
Sankala Group
Colorado
$837K -$2.64K -31 -0.3%
Sensible Money
1135
Sensible Money
Arizona
$836K +$812K +9,513 New
Investments & Financial Planning LLC
1136
Investments & Financial Planning LLC
Kentucky
$833K -$23K -270 -3%
D.A. Davidson & Co
1137
D.A. Davidson & Co
Montana
$833K -$31.8K -373 -4%
FreeGulliver LLC
1138
FreeGulliver LLC
Louisiana
$829K -$683 -8 -0.1%
William Mack & Associates
1139
William Mack & Associates
Michigan
$828K +$315K +3,696 +65%
Pioneer Family Office
1140
Pioneer Family Office
Florida
$827K +$15.8K +185 +2%
Visionary Horizons
1141
Visionary Horizons
Tennessee
$826K +$340K +3,984 +74%
Targeted Financial Services
1142
Targeted Financial Services
Florida
$824K -$18.6K -218 -2%
FSR Wealth Management
1143
FSR Wealth Management
Illinois
$824K +$28.2K +331 +4%
Signal Tree Financial Partners
1144
Signal Tree Financial Partners
Ohio
$823K -$27.6K -324 -3%
Sovereign Financial Group
1145
Sovereign Financial Group
Connecticut
$818K +$139K +1,635 +21%
Acropolis Investment Management
1146
Acropolis Investment Management
Missouri
$817K +$112K +1,310 +16%
Three Seasons Wealth
1147
Three Seasons Wealth
Utah
$815K +$41.9K +491 +6%
Optimist Retirement Group
1148
Optimist Retirement Group
Washington
$813K +$1.11K +13 +0.1%
AT
1149
Arlington Trust
Alabama
$812K – – –
IMA Advisory Services
1150
IMA Advisory Services
Colorado
$802K +$779K +9,126 New