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State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
1276
TPG Financial Advisors
Oregon
$490K – – –
Stephens Inc
1277
Stephens Inc
Arkansas
$488K -$31.6K -370 -6%
PW
1278
Potentia Wealth
California
$485K -$16.1K -189 -3%
B. Riley Wealth Advisors
1279
B. Riley Wealth Advisors
Florida
$483K -$18.4K -216 -4%
MA
1280
Modus Advisors
Minnesota
$480K +$466K +5,463 New
Ironwood Financial
1281
Ironwood Financial
Arizona
$480K -$46K -539 -9%
RWM
1282
Revisor Wealth Management
Ohio
$479K +$465K +5,448 New
SEI Investments
1283
SEI Investments
Pennsylvania
$476K -$2.77M -32,507 -86%
MIM
1284
Macroview Investment Management
Maryland
$475K – – –
VPWA
1285
Vestia Personal Wealth Advisors
Indiana
$470K +$951K +11,147 +14%
CWA Asset Management Group
1286
CWA Asset Management Group
Florida
$467K -$19.5K -228 -4%
Canvas Wealth Advisors
1287
Canvas Wealth Advisors
Kansas
$466K -$16.6K -195 -4%
ARA
1288
Approach Retirement Advisors
Alabama
$466K -$85 -1 -0%
LFA
1289
Laraway Financial Advisors
Minnesota
$463K -$5.38K -63 -1%
LFG
1290
Leverty Financial Group
Wisconsin
$463K -$37.9K -444 -8%
Hardy Reed
1291
Hardy Reed
Mississippi
$458K +$2.47K +29 +0.6%
Stonebridge Financial Group (Pennsylvania)
1292
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$456K -$2.05M -24,050 -82%
Ferguson Wellman Capital Management
1293
Ferguson Wellman Capital Management
Oregon
$454K +$441K +5,170 New
Synergy Asset Management
1294
Synergy Asset Management
Washington
$454K +$22.4K +263 +5%
Kovitz Investment Group Partners
1295
Kovitz Investment Group Partners
Illinois
$454K -$12.2K -143 -3%
HA
1296
Helium Advisors
Washington
$453K +$98.1K +1,150 +29%
CRI
1297
Colonial River Investments
Virginia
$453K -$9.8K -115 -2%
TW
1298
Traveka Wealth
California
$451K – – –
MAM
1299
Mystic Asset Management
Rhode Island
$450K +$13.1K +154 +3%
TCP Asset Management
1300
TCP Asset Management
Ohio
$449K +$91.5K +1,072 +27%