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State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MY Wealth Management
1201
MY Wealth Management
Maryland
$664K +$77K +903 +14%
Raleigh Capital Management
1202
Raleigh Capital Management
North Carolina
$662K -$75.7K -887 -11%
Jefferies Financial Group
1203
Jefferies Financial Group
New York
$656K +$1.19K +14 +0.2%
Kovack Advisors
1204
Kovack Advisors
Florida
$653K +$12.2K +143 +2%
Cypress Financial Planning
1205
Cypress Financial Planning
New Jersey
$650K -$14.5K -170 -2%
Rockland Trust
1206
Rockland Trust
Massachusetts
$649K +$630K +7,387 New
SouthState Corp
1207
SouthState Corp
Florida
$646K +$610K +7,145 +3,452%
Protective Life
1208
Protective Life
Alabama
$644K -$27.3K -320 -4%
Expressive Wealth
1209
Expressive Wealth
Illinois
$644K -$10.7K -125 -2%
Manske Wealth Management
1210
Manske Wealth Management
Texas
$643K -$2.39K -28 -0.4%
Claro Advisors
1211
Claro Advisors
Massachusetts
$642K -$2.64K -31 -0.4%
Accredited Investors
1212
Accredited Investors
Minnesota
$642K -$768 -9 -0.1%
Lee Financial
1213
Lee Financial
Texas
$639K +$621K +7,276 New
Cornell Pochily Investment Advisors
1214
Cornell Pochily Investment Advisors
New York
$635K +$617K +7,230 New
Defender Capital
1215
Defender Capital
North Carolina
$633K +$614K +7,200 New
Premier Private Wealth Management
1216
Premier Private Wealth Management
Florida
$631K -$98.5K -1,155 -14%
Presper Financial Architects
1217
Presper Financial Architects
Ohio
$628K – – –
Legacy Financial Group (Iowa)
1218
Legacy Financial Group (Iowa)
Iowa
$627K -$17K -199 -3%
Provident Wealth Management
1219
Provident Wealth Management
Tennessee
$627K +$8.96K +105 +1%
Sagespring Wealth Partners
1220
Sagespring Wealth Partners
Tennessee
$627K +$608K +7,129 New
M&T Bank
1221
M&T Bank
New York
$615K -$3.24K -38 -0.5%
HB Wealth Management
1222
HB Wealth Management
Georgia
$614K +$132K +1,553 +29%
PFA
1223
Portland Financial Advisors
New York
$613K – – –
CANC
1224
Culbertson A N & Co
Virginia
$606K +$365K +4,276 +163%
Fortis Capital Advisors
1225
Fortis Capital Advisors
Kansas
$602K -$243K -2,850 -29%