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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
2826
Physician Wealth Advisors
Utah
$406K -$99.7K -250 -20%
AFM
2827
Abbot Financial Management
Massachusetts
$405K – – –
MSWM
2828
McGlone Suttner Wealth Management
Wisconsin
$404K +$798 +2 +0.2%
SFA
2829
Seneca Financial Advisors
New York
$403K – – –
SI
2830
Saxon Interests
Texas
$403K -$16.8K -42 -4%
WE
2831
Wealth Effects
Massachusetts
$401K – – –
CL
2832
CIM LLC
New York
$401K – – –
IRC
2833
Investors Research Corp
Georgia
$401K – – –
TCM
2834
TD Capital Management
Tennessee
$400K +$1.6K +4 +0.4%
SG
2835
Stonnington Group
California
$399K -$63K -158 -14%
RWG
2836
Regal Wealth Group
California
$398K +$1.6K +4 +0.4%
MCM
2837
McRae Capital Management
New Jersey
$398K – – –
DACG
2838
Donor Advised Charitable Giving
California
$398K -$199K -500 -34%
SIA
2839
Stegner Investment Associates
Kentucky
$396K +$798 +2 +0.2%
SFG
2840
Socha Financial Group
New York
$395K -$304K -761 -44%
RFM
2841
Royal Fund Management
Florida
$394K -$8.36M -20,947 -96%
BFA
2842
Bluestem Financial Advisors
Illinois
$393K -$9.97K -25 -3%
JJBC
2843
James J. Burns & Company
New York
$393K -$193K -483 -33%
FLA
2844
Financial Life Advisors
Texas
$393K -$3.99K -10 -1%
GWMIA
2845
Global Wealth Management Investment Advisory
Florida
$393K +$42.3K +106 +12%
BIM
2846
Bridges Investment Management
Nebraska
$391K – – –
GG
2847
Greenwood Gearhart
Arkansas
$390K -$21.9K -55 -5%
AWC
2848
Adamsbrown Wealth Consultants
Kansas
$390K -$9.18K -23 -2%
KFSC
2849
Keystone Financial Services (Colorado)
Colorado
$389K – – –
S
2850
SimplyRich
California
$389K – – –