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State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Great Waters Wealth Management
1501
Great Waters Wealth Management
Minnesota
$230K -$4.61K -54 -2%
MWS
1502
MFA Wealth Services
California
$230K +$223K +2,612 New
KFA
1503
Kapstone Financial Advisors
Ohio
$229K +$223K +2,610 New
Williams Jones Wealth Management
1504
Williams Jones Wealth Management
New York
$229K +$222K +2,602 New
Sanibel Captiva Trust Company
1505
Sanibel Captiva Trust Company
Florida
$227K +$220K +2,581 New
BIM
1506
Breakwater Investment Management
Washington
$227K -$26.2K -307 -11%
Members Trust
1507
Members Trust
Florida
$227K +$220K +2,580 New
Soltis Investment Advisors
1508
Soltis Investment Advisors
Utah
$226K -$111K -1,297 -34%
JF
1509
JMN Financial
Ohio
$225K -$17.6K -206 -7%
OE
1510
OFS Enterprise
Nebraska
$224K +$217K +2,546 New
Oakwell Private Wealth Management
1511
Oakwell Private Wealth Management
Texas
$223K +$217K +2,539 New
NLP
1512
Next Level Private
New York
$223K +$216K +2,537 New
Strid Group
1513
Strid Group
Pennsylvania
$223K +$216K +2,536 New
NA
1514
Note Advisors
New York
$221K +$215K +2,519 New
NRC
1515
New Republic Capital
North Carolina
$221K +$215K +2,515 New
OWA
1516
ORBA Wealth Advisors
Illinois
$219K +$213K +2,495 New
FWM
1517
Finer Wealth Management
Massachusetts
$218K +$212K +2,486 New
Financial Gravity Companies
1518
Financial Gravity Companies
Texas
$214K +$208K +2,434 New
JB Capital
1519
JB Capital
Connecticut
$214K +$208K +2,433 New
Vanguard Personalized Indexing Management
1520
Vanguard Personalized Indexing Management
California
$213K +$207K +2,425 New
BF
1521
Baring Financial
Washington
$213K +$207K +2,421 New
AWM
1522
Apex Wealth Management
New Hampshire
$212K +$206K +2,414 New
Wealthquest
1523
Wealthquest
Ohio
$212K +$205K +2,408 New
SPP
1524
Single Point Partners
Massachusetts
$212K +$205K +2,407 New
Moody Lynn & Lieberson
1525
Moody Lynn & Lieberson
Massachusetts
$211K +$205K +2,400 New