Ticker: SPYG CUSIP: 78464A409 Class: PRTFLO S&P500 GW
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Fortitude Financial, LLC | 222,375 | $23,727 |
| PALLADIEM, LLC | 56,408 | $6,062 |
| TLWM | 224,775 | $23,984 |
| Westwood Wealth Management | 43,544 | $4,646 |
| EVERPAR ADVISORS LLC | 33,467 | $3,571 |
| Davidson Capital Management Inc. | 50,909 | $5,432 |
| Rede Wealth, LLC | 26,193 | $2,795 |
| Jackson Wealth Management, LLC | 71,119 | $7,588 |
| XY Planning Network, Inc. | 32,440 | $3,461 |
| TrueWealth Financial Partners | 7,897 | $843 |
| Lloyd Advisory Services, LLC. | 13,049 | $1,392 |
| Advisor Resource Council | 7,871 | $847 |
| HERITAGE OAK WEALTH ADVISORS LLC | 9,543 | $1,018 |
| Elevation Capital Advisory, LLC | 7,352 | $784 |
| Talisman Wealth Advisors LLC | 4,672 | $378 |
| SONATA CAPITAL GROUP INC | 4,061 | $433 |
| Providence First Trust Co | 6,000 | $640 |
| UPTICK PARTNERS, LLC | 7,017 | $749 |
| Bright Futures Wealth Management, LLC. | 2,169 | $231 |
| DRAVO BAY LLC | 3,615 | $386 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Tradewinds Capital Management, LLC | 18,778 | 317,021 | +298,243 (+1588.3%) |
| WALLER FINANCIAL PLANNING GROUP, INC | 102,017 | 353,198 | +251,181 (+246.2%) |
| PFG Private Wealth Management, LLC | 26,802 | 237,252 | +210,450 (+785.2%) |
| WIN ADVISORS, INC | 45,938 | 154,627 | +108,689 (+236.6%) |
| Stonebrook Private Inc. | 58,801 | 200,329 | +141,528 (+240.7%) |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 600,237 | 1,186,882 | +586,645 (+97.7%) |
| Buck Wealth Strategies, LLC | 103,891 | 235,496 | +131,605 (+126.7%) |
| Syntegra Private Wealth Group, LLC | 1,299,719 | 1,473,080 | +173,361 (+13.3%) |
| MPWM ADVISORY SOLUTIONS, LLC | 88 | 38,644 | +38,556 (+43813.6%) |
| AlphaStar Capital Management, LLC | 1,101,125 | 1,356,785 | +255,660 (+23.2%) |
| WealthTrak Capital Management LLC | 30,413 | 51,251 | +20,838 (+68.5%) |
| Sargent Investment Group, LLC | 206,190 | 297,599 | +91,409 (+44.3%) |
| Ackerman Capital Advisors, LLC | 706,472 | 763,821 | +57,349 (+8.1%) |
| Willis Johnson & Associates, Inc. | 2,565,787 | 2,687,977 | +122,190 (+4.8%) |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 799,994 | 869,548 | +69,554 (+8.7%) |
| BCS Wealth Management | 108,638 | 220,563 | +111,925 (+103.0%) |
| Kestra Investment Management, LLC | 2,346,137 | 2,615,739 | +269,602 (+11.5%) |
| Graney & King, LLC | 74,352 | 88,802 | +14,450 (+19.4%) |
| Able Wealth Management LLC | 78,051 | 98,885 | +20,834 (+26.7%) |
| Octavia Wealth Advisors, LLC | 1,046,805 | 1,104,283 | +57,478 (+5.5%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Gerber Kawasaki Wealth & Investment Management | 1,527,305 | 136,524 | -1,390,781 (-91.1%) |
| NICOLET ADVISORY SERVICES, LLC | 1,538,449 | 585,065 | -953,384 (-62.0%) |
| Strategic Financial Concepts, LLC | 875,270 | 6,696 | -868,574 (-99.2%) |
| ESL Trust Services, LLC | 623,597 | 29,513 | -594,084 (-95.3%) |
| Goodman Advisory Group, LLC | 190,786 | 2,571 | -188,215 (-98.7%) |
| Gilbert Capital Group, Inc. | 83,970 | 30,589 | -53,381 (-63.6%) |
| NICOLET BANKSHARES INC | 389,108 | 223,453 | -165,655 (-42.6%) |
| Leicht Financial Planning & Wealth Management, Inc. | 564,911 | 502,853 | -62,058 (-11.0%) |
| WEALTH MANAGEMENT RESOURCES, INC. | 306,114 | 214,368 | -91,746 (-30.0%) |
| ABOUND FINANCIAL, LLC | 320,526 | 266,594 | -53,932 (-16.8%) |
| Sage Advisory Services, Ltd.Co. | 187,096 | 141,848 | -45,248 (-24.2%) |
| TOWNSQUARE CAPITAL LLC | 188,545 | 50,775 | -137,770 (-73.1%) |
| Collier Financial | 226,555 | 202,641 | -23,914 (-10.6%) |
| Buska Wealth Management, LLC | 391,209 | 303,626 | -87,583 (-22.4%) |
| Melone Private Wealth, LLC | 126,934 | 102,350 | -24,584 (-19.4%) |
| Three Cord True Wealth Management, LLC | 244,750 | 236,886 | -7,864 (-3.2%) |
| TPG Financial Advisors, LLC | 168,004 | 143,175 | -24,829 (-14.8%) |
| SageGuard Financial Group, LLC | 4,773 | 2,209 | -2,564 (-53.7%) |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 392,550 | 340,414 | -52,136 (-13.3%) |
| Whitcomb & Hess, Inc. | 369,186 | 344,627 | -24,559 (-6.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Marks Wealth, LLC | 284,533 | $29,737 |
| Tidemark, LLC | 165,761 | $17,324 |
| FLAGSHIP HARBOR ADVISORS, LLC | 917,608 | $95,899 |
| Saxony Capital Management, LLC | 38,279 | $4,001 |
| FDx Advisors, Inc. | 81,877 | $9 |
| Hershey Financial Advisers, LLC | 21,056 | $2,201 |
| TRITONPOINT WEALTH, LLC | 73,082 | $7,638 |
| Significant Wealth Partners LLC | 9,811 | $1,025 |
| Forthright Family Wealth Advisory LLC | 8,942 | $935 |
| NWF Advisory Services Inc. | 45,137 | $4,717 |
| CMC Financial Group | 3,085 | $322 |
| Davies Financial Advisors, Inc. | 5,003 | $523 |
| Retireful, LLC | 3,590 | $375 |
| INVESTED ADVISORS | 3,021 | $268 |
| Valtrion Capital Management, LLC | 2,829 | $296 |
| Jessup Wealth Management, Inc | 5,348 | $559 |
| CLEAR INVESTMENT RESEARCH, LLC | 1,334 | $139 |
| MinichMacGregor Wealth Management, LLC | 8,294 | $867 |
| Consolidated Portfolio Review Corp | 10,826 | $1,128 |
| Glassy Mountain Advisors, Inc. | 3,862 | $404 |