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State Street SPDR Portfolio S&P 500 ETF

名稱 持股 交易金額 股數
變動
持股
變動
Rockefeller Capital Management
401
Rockefeller Capital Management
New York
US$1713萬 +US$156萬 +18,342 +10%
SK Wealth Management
402
SK Wealth Management
Rhode Island
US$1699萬 +US$765萬 +89,717 +93%
Tortoise Investment Management
403
Tortoise Investment Management
New York
US$1672萬 -US$44.5萬 -5,220 -3%
SkyOak Wealth
404
SkyOak Wealth
Michigan
US$1668萬 -US$13.6萬 -1,590 -0.8%
William Blair & Company
405
William Blair & Company
Illinois
US$1659萬 +US$56.2萬 +6,591 +4%
Fortitude Financial
406
Fortitude Financial
Washington
US$1653萬 -US$202萬 -23,619 -11%
Trajan Wealth
407
Trajan Wealth
Arizona
US$1645萬 +US$1089萬 +127,607 +214%
Hobbs Group Advisors
408
Hobbs Group Advisors
South Carolina
US$1640萬 -US$28.6萬 -3,356 -2%
Valmark Advisers
409
Valmark Advisers
Ohio
US$1627萬 +US$79.5萬 +9,321 +5%
Brio Consultants
410
Brio Consultants
California
US$1616萬 +US$276萬 +32,293 +21%
Keystone Financial Services (Nebraska)
411
Keystone Financial Services (Nebraska)
Nebraska
US$1612萬 -US$1.41萬 -165 -0.1%
Integrity Advisory Solutions
412
Integrity Advisory Solutions
Texas
US$1609萬 +US$347萬 +40,666 +29%
Sheets Smith Wealth Management
413
Sheets Smith Wealth Management
North Carolina
US$1597萬 -US$5.75萬 -674 -0.4%
Advyzon Investment Management
414
Advyzon Investment Management
Illinois
US$1595萬 +US$258萬 +30,247 +20%
ARWA LLC
415
ARWA LLC
Texas
US$1579萬 -US$223萬 -26,107 -13%
Advisory Services Network
416
Advisory Services Network
Georgia
US$1576萬 +US$14.2萬 +1,667 +0.9%
Chatterton & Associates
417
Chatterton & Associates
California
US$1568萬 +US$721萬 +84,486 +91%
Kohmann Bosshard Financial Services
418
Kohmann Bosshard Financial Services
Ohio
US$1560萬 -US$39.7萬 -4,650 -3%
SPAS
419
Spectrum Planning & Advisory Services
California
US$1559萬 +US$875萬 +102,565 +137%
VisionPoint Advisory Group
420
VisionPoint Advisory Group
Texas
US$1557萬 +US$621萬 +72,757 +70%
BPI
421
BFC Planning, Inc.
Iowa
US$1553萬 +US$323萬 +37,854 +27%
Pure Financial Advisors
422
Pure Financial Advisors
California
US$1546萬 +US$470萬 +55,133 +46%
United Asset Strategies
423
United Asset Strategies
New York
US$1544萬 -US$26.3萬 -3,083 -2%
Meridian Wealth Management
424
Meridian Wealth Management
Kentucky
US$1536萬 -US$45.7萬 -5,354 -3%
Paladin Wealth
425
Paladin Wealth
Minnesota
US$1531萬 +US$162萬 +19,031 +12%