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State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
176
AQR Capital Management
Connecticut
$56.4M +$9.41M +110,323 +21%
MFG
177
Macco Financial Group
Wisconsin
$55.7M +$11.3M +132,260 +26%
IFP Advisors
178
IFP Advisors
Florida
$55.6M +$7.94M +93,035 +17%
Badgley Phelps Wealth Managers
179
Badgley Phelps Wealth Managers
Washington
$54.7M -$1.5M -17,605 -3%
Financial Enhancement Group
180
Financial Enhancement Group
Indiana
$54.7M +$52.9K +620 +0.1%
Savant Capital
181
Savant Capital
Illinois
$54.6M +$29.2M +342,737 +107%
Lido Advisors
182
Lido Advisors
California
$54.1M +$16.2M +189,363 +44%
Bank of Nova Scotia
183
Bank of Nova Scotia
Ontario, Canada
$54M +$24M +281,110 +84%
KV
184
Kickstand Ventures
New York
$53.7M -$18.5M -216,939 -26%
Farther Finance Advisors
185
Farther Finance Advisors
California
$53.4M +$7.87M +92,278 +18%
IPA
186
Investment Planning Advisors
Georgia
$53.2M +$2.28M +26,732 +5%
C1AG
187
Client 1st Advisory Group
Florida
$52.7M +$760K +8,905 +2%
Flagship Harbor Advisors
188
Flagship Harbor Advisors
Massachusetts
$52.6M +$2.29M +26,856 +5%
Stifel Financial
189
Stifel Financial
Missouri
$52.6M +$21.8M +255,380 +75%
North Star Asset Management
190
North Star Asset Management
Wisconsin
$52.5M +$221K +2,590 +0.4%
Gladstone Institutional Advisory
191
Gladstone Institutional Advisory
Florida
$52.2M +$56.6K +663 +0.1%
QFPS
192
Quantum Financial Planning Services
Washington
$51.4M +$3.88M +45,476 +8%
BC
193
Bricktown Capital
Michigan
$51.3M +$4.84M +56,785 +11%
Asset Allocation Strategies
194
Asset Allocation Strategies
Michigan
$50.7M +$11.7M +136,852 +31%
Brookstone Capital Management
195
Brookstone Capital Management
Illinois
$50.7M -$346K -4,054 -0.7%
TWM
196
TSA Wealth Management
Texas
$50.4M +$15.4M +181,074 +46%
Walkner Condon Financial Advisors
197
Walkner Condon Financial Advisors
Wisconsin
$49.1M +$1.8M +21,064 +4%
Compass Ion Advisors
198
Compass Ion Advisors
Pennsylvania
$48.3M -$590K -6,914 -1%
PA
199
PSI Advisors
Florida
$48.2M -$6.55M -76,819 -12%
BWF
200
Better Way Financial
Pennsylvania
$47.9M +$46.5M +545,492 New