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State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Level Four Advisory Services
201
Level Four Advisory Services
Texas
$47.8M +$1.24M +14,506 +3%
Concurrent Investment Advisors
202
Concurrent Investment Advisors
Florida
$47.8M +$3.24M +38,032 +8%
Wealth Management Nebraska
203
Wealth Management Nebraska
Nebraska
$47.7M -$146K -1,716 -0.3%
FI
204
Financial Insights
Washington
$47.7M +$613K +7,183 +1%
Louisiana State Employees Retirement System
205
Louisiana State Employees Retirement System
Louisiana
$47.5M -$11.3M -132,500 -20%
RF
206
RetireMitten Financial
Michigan
$47.3M -$1.36M -15,971 -3%
CIBC Bancorp USA
207
CIBC Bancorp USA
Illinois
$47.3M +$37.7M +441,528 +405%
SFP
208
Strategic Financial Partners
Oregon
$47.2M -$4.66M -54,608 -9%
Cypress Wealth Services
209
Cypress Wealth Services
California
$47.1M +$15.2M +177,871 +50%
HFA
210
Highland Financial Advisors
New Jersey
$46.4M -$1.7M -19,892 -4%
Clear Creek Financial Management
211
Clear Creek Financial Management
Washington
$46.4M +$555K +6,502 +1%
SWM
212
SFG Wealth Management
Maryland
$46.3M +$4.44M +52,090 +11%
Sequoia Financial Advisors
213
Sequoia Financial Advisors
Ohio
$46.2M +$1.46M +17,076 +3%
Market Street Wealth Management Advisors
214
Market Street Wealth Management Advisors
Indiana
$46.1M +$716K +8,389 +2%
Scarborough Advisors
215
Scarborough Advisors
Maryland
$45.3M +$13.5M +157,698 +43%
BWS
216
Broadway Wealth Solutions
Texas
$45.3M +$1.8M +21,046 +4%
Waverly Advisors
217
Waverly Advisors
Alabama
$45.1M -$6.29M -73,689 -13%
Principal Financial Group
218
Principal Financial Group
Iowa
$44.8M -$6.7M -78,515 -13%
CWG
219
Crown Wealth Group
North Carolina
$43.5M +$885K +10,375 +2%
APFP
220
Action Point Financial Planning
Michigan
$42.7M +$40.6M +476,278 +4,676%
CFS
221
Compass Financial Services
Iowa
$42.7M +$1.01M +11,813 +2%
NFP Retirement Inc
222
NFP Retirement Inc
California
$42.6M +$2.68M +31,367 +7%
VCM
223
Verde Capital Management
Michigan
$42.3M +$41.1M +481,395 New
RWP
224
Ridgeline Wealth Planning
Ohio
$42.1M +$2.57M +30,143 +7%
MGO One Seven
225
MGO One Seven
Ohio
$41.9M +$7.22M +84,667 +22%