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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
SHA
2501
Seneca House Advisors
Virginia
$679K +$154K +345 +30%
PFG
2502
PAX Financial Group
Texas
$677K
FPIS
2503
Financial Planning & Information Services
Wisconsin
$672K +$2.67K +6 +0.4%
MSR
2504
Main Street Research
Connecticut
$671K +$217K +487 +49%
MIM
2505
Macroview Investment Management
Maryland
$670K -$85.9K -193 -12%
FFG
2506
Frisch Financial Group
New York
$667K -$477K -1,072 -42%
FAM
2507
Fenimore Asset Management
New York
$667K
RCG
2508
Regatta Capital Group
California
$665K +$7.12K +16 +1%
AWM
2509
Aberdeen Wealth Management
Illinois
$664K -$9.12M -20,476 -93%
OCM
2510
Oribel Capital Management
New York
$664K +$654K +1,470 New
ZAM
2511
Zevin Asset Management
Massachusetts
$663K
PCMN
2512
Paradigm Capital Management (Nevada)
Nevada
$663K +$137K +307 +26%
CASB
2513
Cape Ann Savings Bank
Massachusetts
$662K +$66.8K +150 +11%
WFM
2514
Wolff Financial Management
Michigan
$661K +$445 +1 +0.1%
DI
2515
Diligent Investors
California
$660K +$219K +493 +51%
LAM
2516
LifePro Asset Management
California
$659K +$93.9K +211 +17%
WCG
2517
Wall Capital Group
Arizona
$658K -$548K -1,231 -46%
TF
2518
TimeScale Financial
Massachusetts
$658K +$6.23K +14 +1%
IDA
2519
Intelligence Driven Advisers
California
$657K -$908K -2,039 -58%
BWIA
2520
Bryant Woods Investment Advisors
New York
$657K -$18.7K -42 -3%
DP
2521
DDD Partners
Washington
$657K +$113K +254 +21%
GC
2522
GFG Capital
Florida
$656K -$540K -1,214 -46%
CTA
2523
Colonial Trust Advisors
South Carolina
$655K
Betterment LLC
2524
Betterment LLC
New York
$655K +$86.4K +194 +15%
TSS
2525
Thomas Story & Son
Indiana
$652K -$93.9K -211 -13%