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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
EFL
2951
ERn Financial LLC
Wisconsin
$1.16M -$500K -848 -30%
UCB
2952
United Community Bank
South Carolina
$1.16M -$53K -90 -4%
TCM
2953
Tran Capital Management
California
$1.16M +$75.4K +128 +7%
WP
2954
Wealthspan Partners
Iowa
$1.15M +$150K +255 +15%
BMA
2955
Brooks Moore & Associates
Tennessee
$1.15M -$118K -200 -9%
CPM
2956
Crescent Park Management
California
$1.15M +$1.16M +1,965 New
CWP
2957
Core Wealth Partners
California
$1.15M +$87.8K +149 +8%
NL
2958
Navalign LLC
California
$1.15M -$69.5K -118 -6%
PWP
2959
Precedent Wealth Partners
Texas
$1.15M +$17.7K +30 +2%
OHIS
2960
Oak Harvest Investment Services
Texas
$1.15M -$96.6K -164 -8%
AF
2961
Alerus Financial
North Dakota
$1.14M +$19.4K +33 +2%
CWM
2962
Centric Wealth Management
Illinois
$1.14M +$10.6K +18 +0.9%
NCM
2963
Narwhal Capital Management
Georgia
$1.14M +$451K +765 +65%
AIS
2964
AM Investment Strategies
Tennessee
$1.14M – – –
CPSC
2965
Carl P. Sherr & Co
Massachusetts
$1.14M – – –
PP
2966
Postrock Partners
Oregon
$1.14M +$1.14M +1,941 New
BEW
2967
Burton Enright Welch
California
$1.13M +$11.8K +20 +1%
LC
2968
Landaas & Company
Wisconsin
$1.13M +$526K +892 +86%
FSC
2969
Full Sail Capital
Oklahoma
$1.13M -$17.1K -29 -1%
NBWM
2970
North Berkeley Wealth Management
California
$1.13M +$1.13M +1,921 New
JMFC
2971
J.M. Forbes & Co
Massachusetts
$1.12M +$635K +1,077 +128%
FAC
2972
Financial Advisory Corporation
Michigan
$1.12M +$1.13M +1,910 New
BTIM
2973
BancFirst Trust & Investment Management
Oklahoma
$1.12M -$58.9K -100 -5%
RCA
2974
Roberts Capital Advisors
Colorado
$1.12M -$247K -420 -18%
TFM
2975
Trademark Financial Management
Minnesota
$1.12M +$432K +733 +63%