Ticker: SPYV CUSIP: 78464A508 Class: PRTFLO S&P500 VL
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| McNamara Financial Services, Inc. | 568,701 | $32,308 |
| Goodman Advisory Group, LLC | 343,596 | $19,520 |
| PALLADIEM, LLC | 77,300 | $4,421 |
| TrueWealth Advisors, LLC | 104,235 | $5,922 |
| Vision Capital Management, Inc. | 108,840 | $6,183 |
| Francis Financial, Inc. | 50,215 | $2,853 |
| Pinnacle Family Advisors, LLC | 19,390 | $1,102 |
| South Shore Capital Advisors | 7,380 | $419 |
| TrueWealth Financial Partners | 8,508 | $483 |
| UPTICK PARTNERS, LLC | 23,024 | $1,308 |
| Fortitude Financial, LLC | 6,566 | $373 |
| Fortis Advisors, LLC | 8,736 | $496 |
| GK Wealth Management LLC | 4,783 | $272 |
| Dougherty Wealth Advisers LLC | 4,580 | $260 |
| DRAVO BAY LLC | 5,601 | $318 |
| Impact Partnership Wealth, LLC | 14,960 | $850 |
| AdviceOne Advisory Services, LLC | 3,542 | $201 |
| Advisor Resource Council | 3,824 | $224 |
| Archer Investment Management, LLC | 3,597 | $204 |
| Net Worth Advisory Group | 7,786 | $442 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Compton Financial Group, LLC | 999,983 | 1,434,747 | +434,764 (+43.5%) |
| WALLER FINANCIAL PLANNING GROUP, INC | 170,185 | 569,686 | +399,501 (+234.7%) |
| Leicht Financial Planning & Wealth Management, Inc. | 552,646 | 828,545 | +275,899 (+49.9%) |
| Stonebrook Private Inc. | 91,158 | 427,847 | +336,689 (+369.3%) |
| Collier Financial | 213,944 | 306,786 | +92,842 (+43.4%) |
| ABOUND FINANCIAL, LLC | 286,141 | 436,580 | +150,439 (+52.6%) |
| Buttonwood Financial Group, LLC | 103,660 | 190,446 | +86,786 (+83.7%) |
| Provenance Wealth Advisors, LLC | 5,211 | 430,523 | +425,312 (+8161.8%) |
| Cardinal Strategic Wealth Guidance | 159,522 | 322,466 | +162,944 (+102.1%) |
| Willis Johnson & Associates, Inc. | 5,218,947 | 5,798,846 | +579,899 (+11.1%) |
| MEMBERS WEALTH LLC | 84,020 | 143,793 | +59,773 (+71.1%) |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 1,023,271 | 1,760,587 | +737,316 (+72.1%) |
| Cobblestone Asset Management LLC | 168,816 | 243,084 | +74,268 (+44.0%) |
| AlphaStar Capital Management, LLC | 1,774,528 | 2,319,673 | +545,145 (+30.7%) |
| Leslie Global Wealth, LLC | 417,960 | 489,301 | +71,341 (+17.1%) |
| Synergy Investment Management, LLC | 145,226 | 228,207 | +82,981 (+57.1%) |
| CBM Financial, LLC | 255,334 | 294,479 | +39,145 (+15.3%) |
| Braun-Bostich & Associates Inc. | 101,052 | 135,205 | +34,153 (+33.8%) |
| Hobart Private Capital, LLC | 235,375 | 334,757 | +99,382 (+42.2%) |
| Scarborough Advisors, LLC | 545,944 | 650,462 | +104,518 (+19.1%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| NICOLET ADVISORY SERVICES, LLC | 3,169,464 | 1,208,677 | -1,960,787 (-61.9%) |
| Strategic Financial Concepts, LLC | 1,000,972 | 11,543 | -989,429 (-98.8%) |
| Dogwood Wealth Management LLC | 254,579 | 1,868 | -252,711 (-99.3%) |
| NICOLET BANKSHARES INC | 1,058,711 | 706,930 | -351,781 (-33.2%) |
| TME FINANCIAL, INC. | 155,426 | 98,554 | -56,872 (-36.6%) |
| Quotient Wealth Partners, LLC | 4,546,337 | 3,567,718 | -978,619 (-21.5%) |
| Ackerman Capital Advisors, LLC | 557,251 | 417,135 | -140,116 (-25.1%) |
| Hunting Hill Global Capital, LLC | 174,585 | 124,121 | -50,464 (-28.9%) |
| Measured Wealth Private Client Group, LLC | 530,255 | 429,035 | -101,220 (-19.1%) |
| Dynasty Wealth Management, LLC | 4,732,922 | 3,620,443 | -1,112,479 (-23.5%) |
| Millington Financial Advisors, LLC | 248,321 | 222,535 | -25,786 (-10.4%) |
| INSPIRION WEALTH ADVISORS, LLC | 569,290 | 491,618 | -77,672 (-13.6%) |
| Wells Financial Advisors INC | 41,845 | 29,055 | -12,790 (-30.6%) |
| DecisionMap Wealth Management, LLC | 103,061 | 84,606 | -18,455 (-17.9%) |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 699,503 | 646,065 | -53,438 (-7.6%) |
| TOWNSQUARE CAPITAL LLC | 184,118 | 37,781 | -146,337 (-79.5%) |
| ACUTE INVESTMENT ADVISORY, LLC | 8,326 | 7,278 | -1,048 (-12.6%) |
| SILVER OAK SECURITIES, INCORPORATED | 339,183 | 91,653 | -247,530 (-73.0%) |
| WRAPMANAGER INC | 142,021 | 115,174 | -26,847 (-18.9%) |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 148,075 | 139,462 | -8,613 (-5.8%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Williams Financial, LLC | 353,680 | $19,569 |
| Tower Wealth Partners, Inc. | 50,711 | $2,806 |
| LGT Financial Advisors LLC | 9,415 | $521 |
| My Personal CFO, LLC | 42,850 | $2,371 |
| PFG Private Wealth Management, LLC | 27,357 | $1,514 |
| Forthright Family Wealth Advisory LLC | 17,143 | $949 |
| OBSIDIAN CIO, LLC | 50,765 | $2,809 |
| TRITONPOINT WEALTH, LLC | 91,201 | $5,046 |
| Faithward Advisors, LLC | 50,572 | $2,798 |
| Stratos Wealth Advisors, LLC | 136,245 | $7,538 |
| SEVEN MILE ADVISORY | 28,006 | $1,550 |
| Valtrion Capital Management, LLC | 5,020 | $278 |
| CLEAR INVESTMENT RESEARCH, LLC | 2,386 | $132 |
| OneAscent Financial Services LLC | 26,473 | $1,465 |
| Innovative Wealth Building LLC | 4,136 | $229 |
| Heritage Family Offices, LLP | 5,572 | $308 |
| HM PAYSON & CO | 121,945 | $6,747 |
| Invera Wealth Advisors, LLC | 3,809 | $211 |
| Vectors Research Management, LLC | 6,798 | $376 |
| Thrive Capital Management, LLC | 7,518 | $416 |