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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
GA
2701
GoalVest Advisory
New York
$562K +$189K +450 +55%
WFAG
2702
Wescott Financial Advisory Group
Pennsylvania
$561K -$5.04K -12 -0.9%
IIM
2703
Ipswich Investment Management
Massachusetts
$559K
NPF
2704
Norris Perne & French
Michigan
$559K +$23.1K +55 +5%
QWM
2705
Quaker Wealth Management
New Jersey
$555K +$526K +1,253 New
MAM
2706
MMA Asset Management
Pennsylvania
$555K +$306K +728 +139%
GCM
2707
Gables Capital Management
Florida
$555K +$136K +323 +35%
RI
2708
Rinkey Investments
California
$554K +$80.6K +192 +18%
EW
2709
Enzi Wealth
Texas
$552K -$2.1K -5 -0.4%
GIA
2710
GHP Investment Advisors
Colorado
$552K +$77.6K +185 +18%
Mitsubishi UFJ Trust & Banking
2711
Mitsubishi UFJ Trust & Banking
Japan
$551K
OBWP
2712
O'Brien Wealth Partners
Massachusetts
$550K
SIA
2713
Strategic Investment Advisors
Michigan
$549K +$73.4K +175 +16%
CIG
2714
Cascade Investment Group
Colorado
$545K +$4.2K +10 +0.8%
CIC
2715
Chilton Investment Company
Connecticut
$545K
MWM
2716
Massachusetts Wealth Management
Massachusetts
$545K
JA
2717
JVL Associates
Michigan
$543K
HKIMG
2718
Hutchens & Kramer Investment Management Group
Indiana
$542K +$27.7K +66 +6%
RS
2719
Retirement Solution
Washington
$542K +$80.6K +192 +19%
MAM
2720
Marotta Asset Management
Virginia
$539K +$511K +1,217 New
GHA
2721
Granite Harbor Advisors
Texas
$535K
TWM
2722
TriaGen Wealth Management
California
$533K -$42K -100 -8%
IFS
2723
Intelligent Financial Strategies
Minnesota
$531K
IAP
2724
Indie Asset Partners
Indiana
$531K -$18.5K -44 -4%
KAM
2725
KEB Asset Management
Illinois
$531K -$15.9K -38 -3%