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State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WesBanco Bank
1426
WesBanco Bank
West Virginia
$291K +$283K +3,314 New
WWA
1427
Wealth Watch Advisors
Colorado
$289K -$223K -2,608 -44%
TIAM2
1428
Tru Independence Asset Management 2
Oregon
$289K – – –
Glenview Trust
1429
Glenview Trust
Kentucky
$287K +$1.88K +22 +0.7%
Tompkins Financial
1430
Tompkins Financial
New York
$287K +$278K +3,261 New
BLC
1431
Brown, Lisle/Cummings
Rhode Island
$286K +$278K +3,255 New
SRB
1432
Shotwell Rutter Baer
Michigan
$286K +$10.2K +119 +4%
Citadel Advisors
1433
Citadel Advisors
Florida
$285K +$277K +3,248 New
AWM
1434
Accel Wealth Management
Iowa
$284K +$275K +3,227 New
OCPWS
1435
One Charles Private Wealth Services
Massachusetts
$282K +$274K +3,214 New
BHPW
1436
Box Hill Private Wealth
Arizona
$282K +$768 +9 +0.3%
Fusion Family Wealth
1437
Fusion Family Wealth
New York
$280K -$2.13K -25 -0.8%
TIA
1438
Traphagen Investment Advisors
New Jersey
$280K +$272K +3,186 New
Guyasuta Investment Advisors
1439
Guyasuta Investment Advisors
Pennsylvania
$279K -$9.13K -107 -3%
Financial Consulate
1440
Financial Consulate
Maryland
$278K -$3.07K -36 -1%
Zhang Financial
1441
Zhang Financial
Michigan
$278K -$70.2K -823 -21%
PCM
1442
Presidio Capital Management
California
$276K -$8.45K -99 -3%
Choreo LLC
1443
Choreo LLC
Illinois
$274K -$14.3K -168 -5%
SF
1444
Symphony Financial
Texas
$274K +$267K +3,128 New
BWM
1445
Brown Wealth Management
Illinois
$272K +$13.2K +155 +5%
CFGSD
1446
Compass Financial Group (South Dakota)
South Dakota
$271K +$263K +3,085 New
PM
1447
Penbrook Management
New York
$270K -$8.96K -105 -3%
OAS
1448
Optivise Advisory Services
Tennessee
$270K -$61.3K -719 -19%
BWG
1449
Boomfish Wealth Group
Georgia
$270K – – –
Linscomb Wealth
1450
Linscomb Wealth
Texas
$269K -$22.2K -260 -8%