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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
2901
Base Wealth Management
Florida
$1.29M +$80.8K +126 +7%
LC
2902
Landaas & Company
Wisconsin
$1.29M – – –
TFM
2903
Trademark Financial Management
Minnesota
$1.28M +$3.85K +6 +0.3%
WA
2904
WESPAC Advisors
California
$1.28M -$8.33K -13 -0.7%
PCM
2905
Prelude Capital Management
New York
$1.28M -$1.6M -2,495 -57%
TAM
2906
Todd Asset Management
Kentucky
$1.28M -$686K -1,070 -36%
CCM
2907
Compass Capital Management
Minnesota
$1.27M +$667K +1,040 +120%
FWM
2908
Fortress Wealth Management
California
$1.27M +$186K +290 +18%
PHIC
2909
Pine Haven Investment Counsel
Massachusetts
$1.27M – – –
SC
2910
Scratch Capital
Idaho
$1.27M – – –
FC
2911
FCA Corp
Texas
$1.26M – – –
PAS
2912
Professional Advisory Services
Florida
$1.26M -$108K -168 -8%
KHCM
2913
Kirtland Hills Capital Management
Ohio
$1.26M +$1.28K +2 +0.1%
RA
2914
Rise Advisors
New York
$1.26M -$18.6K -29 -2%
SPWG
2915
Syntegra Private Wealth Group
Missouri
$1.25M +$641 +1 +0.1%
SFG
2916
Seamount Financial Group
Colorado
$1.25M +$19.9K +31 +2%
MEG
2917
Millstone Evans Group
Colorado
$1.25M +$641 +1 +0.1%
WC
2918
Westwind Capital
New Mexico
$1.25M -$16K -25 -1%
FIM
2919
Freedom Investment Management
Connecticut
$1.25M -$59.5M -92,743 -98%
STA
2920
Smith Thornton Advisors
Alabama
$1.25M – – –
GWCM
2921
Godshalk Welsh Capital Management
Pennsylvania
$1.25M – – –
CA
2922
Centerpoint Advisors
Massachusetts
$1.25M +$20.5K +32 +2%
BWCS
2923
Beirne Wealth Consulting Services
Connecticut
$1.24M +$246K +383 +26%
SIC
2924
SJS Investment Consulting
Ohio
$1.24M +$113K +176 +10%
AWM
2925
Austin Wealth Management
Texas
$1.24M +$519K +810 +77%