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State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AI
151
Auour Investments
Massachusetts
$69M -$796K -9,325 -1%
Harbour Investments
152
Harbour Investments
Wisconsin
$69M +$3.72M +43,654 +6%
PWM
153
Penobscot Wealth Management
Maine
$69M -$753K -8,829 -1%
ODFS
154
O'Donnell Financial Services
California
$68.8M +$1.48M +17,336 +2%
Fifth Third Bancorp
155
Fifth Third Bancorp
Ohio
$68.8M +$2.87M +33,626 +4%
Eagle Strategies
156
Eagle Strategies
New York
$67.3M -$14.5M -170,445 -18%
Western Wealth Management
157
Western Wealth Management
Colorado
$65.4M +$2.28M +26,777 +4%
WBH Advisory
158
WBH Advisory
Maryland
$65.1M +$2.56M +29,960 +4%
Cahaba Wealth Management
159
Cahaba Wealth Management
Georgia
$64.9M -$236K -2,772 -0.4%
NPI
160
New Perspectives Inc
Mississippi
$64.5M +$252K +2,949 +0.4%
IHT Wealth Management
161
IHT Wealth Management
Illinois
$63.9M +$62M +727,035 New
LSWP
162
Liberty Square Wealth Partners
Pennsylvania
$62.9M +$3.94M +46,190 +7%
SCA
163
Snowden Capital Advisors
New York
$62.3M -$549K -6,433 -0.9%
TFG
164
Tull Financial Group
Virginia
$62.1M +$1.47M +17,224 +2%
SP
165
Stonebrook Private
Michigan
$61.8M +$23.7M +278,374 +66%
HM Payson & Co
166
HM Payson & Co
Maine
$61.3M +$3.07M +36,037 +5%
First Heartland Consultants
167
First Heartland Consultants
Missouri
$60M +$6.7M +78,486 +13%
Rockbridge Investment Management
168
Rockbridge Investment Management
New York
$59.9M +$3.39M +39,786 +6%
PBF
169
Petix & Botte Financial
California
$59.7M +$31.3M +366,631 +117%
Geneos Wealth Management
170
Geneos Wealth Management
Colorado
$59.4M -$2.31M -27,019 -4%
MONECO Advisors
171
MONECO Advisors
Connecticut
$58.7M +$4.37M +51,269 +8%
Stone House Investment Management
172
Stone House Investment Management
Pennsylvania
$58.7M +$56.9M +667,314 +460,217%
CWM
173
Cornerstone Wealth Management
Missouri
$58.4M +$2.86M +33,569 +5%
Focus Partners Wealth
174
Focus Partners Wealth
Massachusetts
$57.3M +$2.38M +27,898 +4%
CWM
175
CCG Wealth Management
California
$56.9M -$8.38M -98,165 -13%