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State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Eastern Bank
1701
Eastern Bank
Massachusetts
$8.52K -$103K -1,207 -93%
Acumen Wealth Advisors
1702
Acumen Wealth Advisors
Tennessee
$8.17K +$7.93K +93 New
Register Financial Advisors
1703
Register Financial Advisors
Georgia
$7.21K -$20.4K -239 -74%
AW
1704
Avion Wealth
Texas
$7K +$3.41K +40 +87%
Birchbrook
1705
Birchbrook
Maine
$6.68K – – –
Fourth Dimension Wealth
1706
Fourth Dimension Wealth
Ohio
$6.17K +$5.97K +70 New
Luminist Capital
1707
Luminist Capital
Michigan
$6.06K – – –
Cornerstone Financial Management
1708
Cornerstone Financial Management
Massachusetts
$5.27K -$6.14K -72 -55%
First Horizon Corporation
1709
First Horizon Corporation
Tennessee
$4.66K – – –
Smallwood Wealth Investment Management
1710
Smallwood Wealth Investment Management
New Jersey
$4.61K +$4.44K +52 New
Gilpin Wealth Management
1711
Gilpin Wealth Management
Colorado
$4.39K – – –
McGuire Capital Advisors
1712
McGuire Capital Advisors
Oklahoma
$4.39K +$1.96K +23 +85%
DHJJ Financial Advisors
1713
DHJJ Financial Advisors
Illinois
$4.22K – – –
NBT Bank
1714
NBT Bank
New York
$4.13K -$85.8K -1,006 -96%
Oxford Financial Group
1715
Oxford Financial Group
Indiana
$3.96K – – –
Ameritas Investment Partners
1716
Ameritas Investment Partners
Nebraska
$3.78K – – –
Wells Financial Advisors
1717
Wells Financial Advisors
Massachusetts
$3.69K -$2.64K -31 -42%
Bay Harbor Wealth Management
1718
Bay Harbor Wealth Management
Maryland
$3.52K – – –
Horizon Bancorp
1719
Horizon Bancorp
Indiana
$3K – – –
Millstone Evans Group
1720
Millstone Evans Group
Colorado
$2.81K +$2.73K +32 New
SOA Wealth Advisors
1721
SOA Wealth Advisors
New York
$2.74K – – –
Bernard Wealth Management
1722
Bernard Wealth Management
Michigan
$2.72K +$2.64K +31 New
Topsail Wealth Management
1723
Topsail Wealth Management
North Carolina
$2.72K – – –
Operose Advisors
1724
Operose Advisors
Wisconsin
$2.64K – – –
Proathlete Wealth Management
1725
Proathlete Wealth Management
Florida
$2.13K +$85 +1 +4%