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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
FPWM
2801
FSB Premier Wealth Management
Iowa
$790K -$24.9K -56 -3%
AWMS
2802
Advocacy Wealth Management Services
Georgia
$789K – – –
IPAM
2803
Investment Partners Asset Management
New Jersey
$788K +$739K +1,658 New
PCA
2804
Providence Capital Advisors
North Carolina
$785K -$1.78K -4 -0.2%
SCP
2805
Stevens Capital Partners
Nebraska
$785K +$54.8K +123 +8%
SC
2806
Sinecera Capital
Texas
$784K -$361K -811 -33%
JWWM
2807
Johnson & White Wealth Management
Pennsylvania
$784K +$59.2K +133 +9%
SFM
2808
Stack Financial Management
Montana
$782K +$445 +1 +0.1%
LWM
2809
Lodestone Wealth Management
Washington
$782K -$1M -2,256 -58%
CICC
2810
Capital Investment Counsel (Colorado)
Colorado
$781K +$732K +1,643 New
SWM
2811
Seaside Wealth Management
California
$776K -$21.4K -48 -3%
RWM
2812
Rockwood Wealth Management
Pennsylvania
$776K -$49.4K -111 -6%
PCMC
2813
Planning Capital Management Corporation
Pennsylvania
$775K +$726K +1,630 New
SIG
2814
Spinnaker Investment Group
California
$774K -$4.46K -10 -0.6%
CWP
2815
Concord Wealth Partners
Virginia
$773K -$73.5K -165 -9%
CL
2816
CIM LLC
New York
$773K +$241K +542 +55%
CWM
2817
CMH Wealth Management
New Hampshire
$770K +$722K +1,621 New
CFCI
2818
Comprehensive Financial Consultants Institutional
Indiana
$770K -$10.7K -24 -1%
DIS
2819
Diversified Investment Strategies
Louisiana
$770K – – –
GA
2820
GoalVest Advisory
New York
$766K +$131K +293 +22%
PPWM
2821
PFG Private Wealth Management
Florida
$765K -$26.3K -59 -4%
FB
2822
First Bancorp
Maine
$764K -$1.34K -3 -0.2%
HS
2823
Horan Securities
United States
$764K +$53.5K +120 +8%
MCM
2824
McDonough Capital Management
Florida
$762K -$891 -2 -0.1%
DMIC
2825
Dixon Mitchell Investment Counsel
British Columbia, Canada
$762K +$466K +1,047 +190%