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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
IP
2576
Investment Partners
Ohio
$701K +$420 +1 +0.1%
SWM
2577
Shakespeare Wealth Management
Wisconsin
$699K +$112K +268 +20%
AssetMark Inc
2578
AssetMark Inc
California
$698K +$52.9K +126 +9%
GWM
2579
Graybill Wealth Management
Illinois
$698K +$661K +1,575 New
IP
2580
Isthmus Partners
Wisconsin
$698K – – –
PFC
2581
Phocas Financial Corp
California
$696K -$22.7K -54 -3%
CRI
2582
Commonwealth Retirement Investments
Virginia
$695K – – –
AWMNH
2583
Arcadia Wealth Management (New Hampshire)
New Hampshire
$694K +$40.7K +97 +7%
EBWM
2584
Eagle Bluffs Wealth Management
Missouri
$691K – – –
EWA
2585
Encompass Wealth Advisors
Oregon
$691K – – –
BWM
2586
Birchcreek Wealth Management
Ohio
$691K +$69.2K +165 +12%
SW
2587
SkyOak Wealth
Michigan
$689K +$20.1K +48 +3%
FCT
2588
Family Capital Trust
Massachusetts
$688K – – –
WTFG
2589
Wells Trecaso Financial Group
Ohio
$686K -$42K -100 -6%
PA
2590
Probity Advisors
Texas
$686K +$649K +1,547 New
NAMM
2591
NorthStar Asset Management (Massachusetts)
Massachusetts
$684K -$306K -730 -32%
BCM
2592
Buckhead Capital Management
Georgia
$682K – – –
AA
2593
Aufman Associates
Pennsylvania
$678K -$13K -31 -2%
SFG
2594
Synergy Financial Group
California
$678K +$642K +1,529 New
LI
2595
Lafayette Investments
Maryland
$677K +$75.5K +180 +13%
SCP
2596
Stevens Capital Partners
Nebraska
$677K -$5.04K -12 -0.8%
GC
2597
GFG Capital
Florida
$676K -$3.91M -9,325 -86%
JDR
2598
Jay D. Rosenbaum
$676K +$640K +1,524 New
HCA
2599
Hyperion Capital Advisors
New York
$674K -$12.2K -29 -2%
CFO
2600
CVA Family Office
Colorado
$673K -$40.7K -97 -6%