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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
2851
Precedent Wealth Partners
Texas
$1.37M – – –
MWM
2852
Massachusetts Wealth Management
Massachusetts
$1.37M +$3.21K +5 +0.2%
CT
2853
ClearAlpha Technologies
Connecticut
$1.37M -$1.32M -2,060 -50%
UB
2854
Umpqua Bank
Oregon
$1.37M -$682K -1,064 -34%
VNA
2855
Valley National Advisers
Pennsylvania
$1.37M -$1.16M -1,816 -47%
AWMNY
2856
Arcadia Wealth Management (New York)
New York
$1.37M -$48.1K -75 -4%
IPAM
2857
Investment Partners Asset Management
New Jersey
$1.36M -$2.56K -4 -0.2%
WWM
2858
Wiser Wealth Management
Georgia
$1.36M -$3.21K -5 -0.2%
NA
2859
Nottingham Advisors
New York
$1.36M -$38.5K -60 -3%
BW
2860
Balance Wealth
Ohio
$1.36M +$253K +394 +24%
CWM
2861
Centric Wealth Management
Illinois
$1.36M -$57.7K -90 -4%
FLFS
2862
Family Legacy Financial Solutions
North Carolina
$1.35M -$2.56K -4 -0.2%
SG
2863
Strid Group
Pennsylvania
$1.35M +$3.21K +5 +0.2%
OCPWS
2864
One Charles Private Wealth Services
Massachusetts
$1.34M -$34K -53 -3%
LCC
2865
Lincoln Capital Corp
Rhode Island
$1.34M -$2.56K -4 -0.2%
DF
2866
Define Financial
California
$1.34M +$3.21K +5 +0.2%
MRP
2867
Measured Risk Portfolios
California
$1.34M +$129K +202 +11%
TT
2868
TI-Trust
Illinois
$1.34M -$5.13K -8 -0.4%
AR
2869
Apeiron RIA
Texas
$1.33M +$344K +536 +36%
Harris Associates
2870
Harris Associates
Illinois
$1.33M -$183K -286 -13%
LG
2871
LAM Group
Oregon
$1.33M – – –
VWMG
2872
Virginia Wealth Management Group
Virginia
$1.33M – – –
DAM
2873
Doheny Asset Management
California
$1.33M – – –
SWM
2874
Shakespeare Wealth Management
Wisconsin
$1.33M +$1.28M +1,995 New
WIC
2875
WealthBridge Investment Counsel
Alberta, Canada
$1.33M -$32.7K -51 -2%