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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
CMBA
2676
C.M. Bidwell & Associates
Hawaii
$537K – – –
ACM
2677
Ardent Capital Management
Ohio
$537K – – –
SWM
2678
Shakespeare Wealth Management
Wisconsin
$536K -$780K -1,955 -60%
ICM
2679
IMS Capital Management
Oregon
$534K +$1.2K +3 +0.2%
TWM
2680
TriaGen Wealth Management
California
$533K -$37.1K -93 -7%
FPIS
2681
Financial Planning & Information Services
Wisconsin
$533K -$3.59K -9 -0.7%
BBW
2682
Blue Barn Wealth
Utah
$530K -$4.39K -11 -0.8%
BMD
2683
Better Money Decisions
New Mexico
$529K -$2K -5 -0.4%
TCMP
2684
Thrive Capital Management (Pennsylvania)
Pennsylvania
$528K -$35.5K -89 -6%
ZAM
2685
Zevin Asset Management
Massachusetts
$528K – – –
HG
2686
Harbor Group
New Hampshire
$525K -$13.2K -33 -3%
HTHT
2687
Hemenway Trust Hemenway Trust
New Hampshire
$525K -$5.51M -13,804 -92%
PPC
2688
Park Place Capital
Alabama
$524K -$181K -453 -26%
WFAG
2689
Wescott Financial Advisory Group
Pennsylvania
$523K – – –
UAM
2690
Unison Asset Management
Florida
$521K +$45.9K +115 +10%
KAM
2691
Knightsbridge Asset Management
California
$520K +$28.7K +72 +6%
TIM
2692
Total Investment Management
Arizona
$519K +$24.7K +62 +5%
AWG
2693
Altus Wealth Group
Colorado
$519K -$25.9K -65 -5%
HFP
2694
Holistic Financial Partners
Indiana
$518K -$19.2K -48 -4%
IIM
2695
Ipswich Investment Management
Massachusetts
$517K – – –
WMA
2696
West Michigan Advisors
Michigan
$516K +$291K +730 +138%
EW
2697
Enzi Wealth
Texas
$511K +$47.1K +118 +11%
PWMA
2698
Pension & Wealth Management Advisors
Massachusetts
$510K +$399 +1 +0.1%
SC
2699
Scholtz & Company
Connecticut
$510K -$300K -753 -38%
Mitsubishi UFJ Trust & Banking
2700
Mitsubishi UFJ Trust & Banking
Japan
$509K +$51.9K +130 +12%