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State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Beaird Harris Wealth Management
1601
Beaird Harris Wealth Management
Texas
$94.6K – – –
Country Trust Bank
1602
Country Trust Bank
Illinois
$94.6K +$91.9K +1,077 New
Wealth Enhancement Trust Services
1603
Wealth Enhancement Trust Services
South Dakota
$92.6K – – –
DF
1604
Dunhill Financial
United Kingdom
$88.7K +$256 +3 +0.3%
RMG Wealth Management
1605
RMG Wealth Management
Wisconsin
$87.2K +$81.8K +959 New
Bogart Wealth LLC
1606
Bogart Wealth LLC
Virginia
$85.2K +$256 +3 +0.3%
AF
1607
Align Financial
Minnesota
$83.3K – – –
Smithfield Trust
1608
Smithfield Trust
Pennsylvania
$82K – – –
WAS
1609
Winch Advisory Services
Wisconsin
$81.2K +$171 +2 +0.2%
Farmers & Merchants Investments Inc
1610
Farmers & Merchants Investments Inc
Nebraska
$80.5K +$78.1K +916 New
MHR
1611
Matthew Hamilton Rosenberg
$80.2K – – –
CVA Family Office
1612
CVA Family Office
Colorado
$77.2K – – –
PWA
1613
Principia Wealth Advisory
Texas
$76.5K +$24.2K +284 +48%
VWM
1614
Vermillion Wealth Management
Minnesota
$75.5K – – –
FF
1615
Frankly Finances
Florida
$74K +$71.8K +842 New
TM
1616
Torren Management
California
$72.4K +$171 +2 +0.2%
Rothschild Investment LLC
1617
Rothschild Investment LLC
Illinois
$72.3K +$171 +2 +0.2%
FAS Wealth Partners
1618
FAS Wealth Partners
Kansas
$71K +$24.1K +283 +54%
BW
1619
Basepoint Wealth
Iowa
$69.2K – – –
S
1620
Sachetta
Massachusetts
$68.5K +$66.5K +780 New
NL
1621
NorthAvenue LLC
Ohio
$68.3K +$66.3K +777 New
Washington Trust Advisors
1622
Washington Trust Advisors
Massachusetts
$67.3K – – –
MassMutual Private Wealth & Trust
1623
MassMutual Private Wealth & Trust
Connecticut
$65.9K – – –
CRI
1624
Commonwealth Retirement Investments
Virginia
$64K +$62.1K +728 New
GW&K Investment Management
1625
GW&K Investment Management
Massachusetts
$62K – – –