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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
DAM
2601
Doheny Asset Management
California
$614K – – –
SAM
2602
Secure Asset Management
Michigan
$611K +$2.79K +7 +0.5%
SIA
2603
Schear Investment Advisers
Ohio
$610K +$48.3K +121 +9%
FSC
2604
Full Sail Capital
Oklahoma
$609K -$16.4K -41 -3%
KFP
2605
KB Financial Partners
New Jersey
$606K -$286K -716 -33%
FAM
2606
Fenimore Asset Management
New York
$605K – – –
LWM
2607
Liberty Wealth Management
California
$603K +$588K +1,474 New
AWMNH
2608
Arcadia Wealth Management (New Hampshire)
New Hampshire
$602K +$60.6K +152 +12%
WA
2609
WESPAC Advisors
California
$601K +$586K +1,469 New
WFM
2610
Wolff Financial Management
Michigan
$601K +$798 +2 +0.1%
MCM
2611
McDonough Capital Management
Florida
$599K – – –
FWM
2612
Fortress Wealth Management
California
$596K +$2K +5 +0.3%
WA
2613
WealthTrust Axiom
Pennsylvania
$596K +$25.9K +65 +5%
TWA
2614
Trellis Wealth Advisors
California
$596K – – –
AssetMark Inc
2615
AssetMark Inc
California
$593K -$596K -1,493 -51%
SHA
2616
Seneca House Advisors
Virginia
$590K – – –
WFA
2617
Wade Financial Advisory
California
$590K -$10.4K -26 -2%
FNBOSM
2618
First National Bank of South Miami
Florida
$589K -$20.7K -52 -3%
TIA
2619
Tandem Investment Advisors
South Carolina
$587K -$15.2K -38 -3%
RPGK
2620
Retirement Planning Group (Kansas)
Kansas
$587K +$21.9K +55 +4%
D
2621
Dentgroup
Louisiana
$587K +$14.4K +36 +3%
HWM
2622
HighMark Wealth Management
Minnesota
$586K +$1.2K +3 +0.2%
FWM
2623
Finer Wealth Management
Massachusetts
$586K +$10.4K +26 +2%
AA
2624
Addison Advisors
Vermont
$586K +$20.3K +51 +4%
PWSG
2625
Pacific Wealth Strategies Group
California
$584K -$9.58K -24 -2%