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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
PWMA
2701
Pension & Wealth Management Advisors
Massachusetts
$562K -$20.1K -48 -4%
GA
2702
GoalVest Advisory
New York
$562K +$189K +450 +55%
WFAG
2703
Wescott Financial Advisory Group
Pennsylvania
$561K -$5.04K -12 -0.9%
IIM
2704
Ipswich Investment Management
Massachusetts
$559K – – –
NPF
2705
Norris Perne & French
Michigan
$559K +$23.1K +55 +5%
QWM
2706
Quaker Wealth Management
New Jersey
$555K +$526K +1,253 New
MAM
2707
MMA Asset Management
Pennsylvania
$555K +$306K +728 +139%
GCM
2708
Gables Capital Management
Florida
$555K +$136K +323 +35%
RI
2709
Rinkey Investments
California
$554K +$80.6K +192 +18%
EW
2710
Enzi Wealth
Texas
$552K -$2.1K -5 -0.4%
GIA
2711
GHP Investment Advisors
Colorado
$552K +$77.6K +185 +18%
Mitsubishi UFJ Trust & Banking
2712
Mitsubishi UFJ Trust & Banking
Japan
$551K – – –
OBWP
2713
O'Brien Wealth Partners
Massachusetts
$550K – – –
SIA
2714
Strategic Investment Advisors
Michigan
$549K +$73.4K +175 +16%
CIG
2715
Cascade Investment Group
Colorado
$545K +$4.2K +10 +0.8%
CIC
2716
Chilton Investment Company
Connecticut
$545K – – –
MWM
2717
Massachusetts Wealth Management
Massachusetts
$545K – – –
JA
2718
JVL Associates
Michigan
$543K – – –
HKIMG
2719
Hutchens & Kramer Investment Management Group
Indiana
$542K +$27.7K +66 +6%
RS
2720
Retirement Solution
Washington
$542K +$80.6K +192 +19%
MAM
2721
Marotta Asset Management
Virginia
$539K +$511K +1,217 New
GHA
2722
Granite Harbor Advisors
Texas
$535K – – –
TWM
2723
TriaGen Wealth Management
California
$533K -$42K -100 -8%
IFS
2724
Intelligent Financial Strategies
Minnesota
$531K – – –
IAP
2725
Indie Asset Partners
Indiana
$531K -$18.5K -44 -4%