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State Street SPDR S&P Software & Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWA
51
Kingswood Wealth Advisors
California
$336K -$51.4K -319 -12%
Creative Planning
52
Creative Planning
Kansas
$319K
BFA
53
Beacon Financial Advisory
Ohio
$307K +$21.4K +133 +7%
P
54
&Partners
Tennessee
$301K -$35.4K -220 -9%
SS
55
Sunbelt Securities
Texas
$291K
GA
56
Greenspring Advisors
Maryland
$286K +$324K +2,010 New
Jones Financial Companies
57
Jones Financial Companies
Missouri
$280K -$210K -1,302 -39%
VFG
58
V2 Financial group
Illinois
$270K
LFAS
59
Level Four Advisory Services
Texas
$254K +$967 +6 +0.3%
RIS
60
Retirement Income Solutions
Michigan
$242K -$44.3K -275 -14%
MAM
61
MWA Asset Management
Massachusetts
$230K -$35.4K -220 -12%
Citigroup
62
Citigroup
New York
$229K +$73.8K +458 +40%
AWA
63
Arkadios Wealth Advisors
Georgia
$218K +$16.1K +100 +7%
SG
64
Sharper & Granite
California
$217K +$246K +1,525 New
D.E. Shaw & Co
65
D.E. Shaw & Co
New York
$216K +$37.1K +230 +18%
Focus Partners Wealth
66
Focus Partners Wealth
Massachusetts
$216K -$18.4K -114 -7%
BlackRock
67
BlackRock
New York
$161K +$7.57K +47 +4%
GF
68
GGM Financials
Ohio
$159K +$179K +1,114 New
UBS AM
69
UBS AM
Illinois
$147K +$88.3K +548 +113%
IA
70
IFP Advisors
Florida
$121K -$44.3K -275 -25%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$115K +$130K +806 New
TPCW
72
TD Private Client Wealth
New York
$110K +$125K +776 New
ASN
73
Advisory Services Network
Georgia
$102K +$115K +716 New
AUB
74
Atlantic Union Bankshares
Virginia
$95.8K
RAM
75
Ramirez Asset Management
New York
$85.4K -$64.4K -400 -40%