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State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Tectonic Advisors
126
Tectonic Advisors
Texas
$84.8M -$898K -10,529 -1%
Intrua Financial
127
Intrua Financial
Texas
$84.5M -$651K -7,635 -0.8%
LWA
128
Lifelong Wealth Advisors
Minnesota
$82.6M +$11.9M +139,890 +17%
One Wealth Advisors
129
One Wealth Advisors
California
$81.4M +$20.7M +243,137 +36%
SFS
130
Solitude Financial Services
Virginia
$80.7M +$733K +8,596 +0.9%
Equitable Holdings
131
Equitable Holdings
New York
$79.6M +$22M +257,360 +40%
Allen Capital Group
132
Allen Capital Group
Nebraska
$79.4M +$1.63M +19,118 +2%
Sanctuary Advisors
133
Sanctuary Advisors
Indiana
$78.5M +$19.1M +223,688 +33%
SAM
134
Standpoint Asset Management
Arizona
$77.8M +$2.54M +29,800 +3%
NEWAS
135
N.E.W. Advisory Services
Wisconsin
$77.1M -$5.76M -67,559 -7%
Jupiter Topco
136
Jupiter Topco
New York
$76.6M +$74.3M +871,296 New
Horst & Graben Wealth Management
137
Horst & Graben Wealth Management
Oregon
$76.3M +$28.5M +333,982 +62%
Taiyo Life Insurance Company
138
Taiyo Life Insurance Company
Japan
$75.2M – – –
Dynamic Advisor Solutions
139
Dynamic Advisor Solutions
Arizona
$75.1M +$174K +2,041 +0.2%
WC
140
Waterloo Capital
Texas
$74.8M +$57.1M +669,820 +368%
CPA
141
Capital Performance Advisors
California
$74M +$3.33M +39,072 +5%
Principal Securities
142
Principal Securities
Iowa
$73.7M -$2.37M -27,725 -3%
IAG Wealth Partners
143
IAG Wealth Partners
Wisconsin
$73.7M -$658K -7,712 -0.9%
HighPoint Advisor Group
144
HighPoint Advisor Group
Illinois
$73.5M +$15.6M +182,994 +28%
DWM
145
Denver Wealth Management
Colorado
$73M +$4.92M +57,672 +7%
BlackRock
146
BlackRock
New York
$72.9M +$12M +140,307 +20%
Vise Technologies
147
Vise Technologies
New York
$71.2M +$60.6M +710,026 +706%
Keystone Financial Group (Kentucky)
148
Keystone Financial Group (Kentucky)
Kentucky
$70.2M +$7.23M +84,738 +12%
Procyon Advisors
149
Procyon Advisors
Connecticut
$69.7M +$2.9M +33,956 +4%
PWG
150
Private Wealth Group
Florida
$69.4M +$2.35M +27,538 +4%