Ticker: SPYD CUSIP: 78468R788 Class: PRTFLO S&P500 HI
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| VALLEY WEALTH MANAGERS, INC. | 91,146 | $3,942 |
| WRAPMANAGER INC | 17,340 | $750 |
| AMERIFLEX GROUP, INC. | 12,287 | $531 |
| Quadrature Capital Ltd | 286,681 | $12,399 |
| Financial Guidance Group, Inc. | 9,587 | $415 |
| Frazier Financial Advisors, LLC | 5,981 | $259 |
| WESTBOURNE INVESTMENTS, INC. | 4,992 | $216 |
| Stokes Family Office, LLC | 18,000 | $779 |
| ARMSTRONG ADVISORY GROUP, INC | 21,950 | $949 |
| Cache Advisors, LLC | 10,673 | $462 |
| Leo Wealth, LLC | 12,946 | $560 |
| Garden State Investment Advisory Services LLC | 5,138 | $222 |
| Keudell/Morrison Wealth Management | 4,975 | $215 |
| Claro Advisors Inc. | 6,329 | $274 |
| KWB Wealth | 8,371 | $362 |
| SteelPeak Wealth, LLC | 20,487 | $886 |
| XML Financial, LLC | 7,583 | $328 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9,451 | $409 |
| Meeder Advisory Services, Inc. | 9,761 | $422 |
| Oakworth Capital, Inc. | 8,000 | $346 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Total Clarity Wealth Management, Inc. | 57,627 | 177,414 | +119,787 (+207.9%) |
| Auto-Owners Insurance Co | 2,050,000 | 2,740,000 | +690,000 (+33.7%) |
| Genesee Capital Advisors, LLC | 145,540 | 166,413 | +20,873 (+14.3%) |
| Curran Financial Partners, LLC | 485,102 | 519,643 | +34,541 (+7.1%) |
| Financial Gravity Asset Management, Inc. | 272,682 | 298,193 | +25,511 (+9.4%) |
| V2 Financial group LLC | 7,450 | 28,613 | +21,163 (+284.1%) |
| Phoenix Wealth Advisors | 42,996 | 61,016 | +18,020 (+41.9%) |
| SWS Partners | 243,665 | 246,215 | +2,550 (+1.0%) |
| Strategic Financial Concepts, LLC | 9,081 | 21,441 | +12,360 (+136.1%) |
| Independent Wealth Network Inc. | 88,487 | 95,584 | +7,097 (+8.0%) |
| WHITE PINE CAPITAL LLC | 66,036 | 73,833 | +7,797 (+11.8%) |
| Collier Financial | 22,602 | 25,802 | +3,200 (+14.2%) |
| ALBION FINANCIAL GROUP /UT | 1 | 51,550 | +51,549 (+5154900.0%) |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 24,954 | 30,486 | +5,532 (+22.2%) |
| Decker Retirement Planning Inc. | 28,193 | 31,870 | +3,677 (+13.0%) |
| TWO SIGMA SECURITIES, LLC | 7,920 | 24,424 | +16,504 (+208.4%) |
| NAN FUNG TRINITY (HK) LTD | 22,300 | 45,600 | +23,300 (+104.5%) |
| Virtue Capital Management, LLC | 3,102 | 13,011 | +9,909 (+319.4%) |
| World Investment Advisors | 7,665 | 77,063 | +69,398 (+905.4%) |
| Advisor Resource Council | 9,922 | 10,901 | +979 (+9.9%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Barry Investment Advisors, LLC | 387,602 | 379,329 | -8,273 (-2.1%) |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 4,254,743 | 3,403,453 | -851,290 (-20.0%) |
| Elite Financial, Inc. | 199,853 | 193,914 | -5,939 (-3.0%) |
| COWA, LLC | 192,956 | 189,525 | -3,431 (-1.8%) |
| Innovative Wealth Building LLC | 56,724 | 52,134 | -4,590 (-8.1%) |
| Astoria Portfolio Advisors LLC. | 36,628 | 13,260 | -23,368 (-63.8%) |
| First PREMIER Bank | 85,217 | 58,961 | -26,256 (-30.8%) |
| SBI Securities Co., Ltd. | 1,552,130 | 1,528,759 | -23,371 (-1.5%) |
| WINNOW WEALTH LLC | 7,539 | 274 | -7,265 (-96.4%) |
| Waterloo Capital, L.P. | 169,080 | 148,964 | -20,116 (-11.9%) |
| Sonoma Private Wealth LLC | 18,808 | 17,899 | -909 (-4.8%) |
| Wilkins Miller Wealth Management, LLC | 28,567 | 26,982 | -1,585 (-5.5%) |
| GTS SECURITIES LLC | 96,237 | 54,590 | -41,647 (-43.3%) |
| Rollins Financial Advisors, LLC | 22,957 | 11,442 | -11,515 (-50.2%) |
| Integrated Wealth Concepts LLC | 142,145 | 16,582 | -125,563 (-88.3%) |
| Chancellor Financial Group WB LP | 7,284 | 4,892 | -2,392 (-32.8%) |
| SAX WEALTH ADVISORS, LLC | 41,769 | 23,196 | -18,573 (-44.5%) |
| RIDGECREST WEALTH PARTNERS, LLC | 21,325 | 19,885 | -1,440 (-6.8%) |
| Meriwether Wealth & Planning, LLC | 11,910 | 10,376 | -1,534 (-12.9%) |
| Mesirow Financial Investment Management, Inc. | 119,804 | 85,229 | -34,575 (-28.9%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Vericrest Private Wealth | 19,184 | $766 |
| FSC Wealth Advisors, LLC | 14,439 | $635 |
| PURSUE WEALTH PARTNERS LLC | 16,097 | $708 |
| CLEAR INVESTMENT RESEARCH, LLC | 4,072 | $179 |
| Boreal Capital Management LLC | 3,800 | $167 |
| Tidemark, LLC | 9,522 | $419 |
| Kellett Wealth Advisors, LLC | 4,600 | $202 |
| Plan Group Financial, LLC | 8,702 | $383 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 11,962 | $526 |
| OneAscent Financial Services LLC | 16,468 | $725 |
| Retirement Planning Co of New England, Inc. | 4,659 | $205 |
| Lifeworks Advisors, LLC | 11,182 | $492 |
| Manhattan West Asset Management, LLC | 5,292 | $233 |
| FLAGSHIP HARBOR ADVISORS, LLC | 19,145 | $842 |
| GPS Wealth Strategies Group, LLC | 5,639 | $248 |
| Future Financial Wealth Managment LLC | 1,480 | $65 |
| Jump Financial, LLC | 43,513 | $1,915 |
| Consolidated Portfolio Review Corp | 5,950 | $262 |
| WELLINGTON MANAGEMENT GROUP LLP | 1,194,669 | $52,565 |
| Compound Planning, Inc. | 10,553 | $464 |