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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
PMG
2951
Private Management Group
California
$1.14M +$799K +1,398 +309%
TF
2952
Theory Financial
Colorado
$1.14M +$572 +1 +0.1%
VPA
2953
Vernal Point Advisors
California
$1.14M – – –
GAMC
2954
Garner Asset Management Corp
Texas
$1.14M -$1.14K -2 -0.1%
FPGT
2955
Financial Partners Group (Tennessee)
Tennessee
$1.14M +$3.43K +6 +0.3%
SAM
2956
Sompo Asset Management
Japan
$1.14M +$337K +590 +47%
PGAM
2957
Princeton Global Asset Management
New Jersey
$1.14M -$605K -1,059 -37%
OCM
2958
Orleans Capital Management
Louisiana
$1.14M – – –
CA
2959
Centerpoint Advisors
Massachusetts
$1.14M – – –
WP
2960
WealthPLAN Partners
Nebraska
$1.13M -$197K -344 -16%
BA
2961
Ballast Advisors
Minnesota
$1.13M -$17.7K -31 -2%
DWMS
2962
Dominguez Wealth Management Solutions
Virginia
$1.13M -$28.6K -50 -3%
SOAG
2963
Silver Oak Advisory Group
Oregon
$1.13M – – –
FF
2964
Finley Financial
Nevada
$1.12M – – –
CQWA
2965
Chokshi & Queen Wealth Advisors
California
$1.12M – – –
SP
2966
Symmetry Partners
Connecticut
$1.12M +$273K +477 +36%
SFA
2967
Souders Financial Advisors
Ohio
$1.12M +$2.29K +4 +0.2%
LWP
2968
Laurel Wealth Planning
Minnesota
$1.12M -$66.9K -117 -6%
TCM
2969
Tran Capital Management
California
$1.12M – – –
PVM
2970
Palogic Value Management
Texas
$1.12M – – –
IP
2971
Isthmus Partners
Wisconsin
$1.12M +$170K +298 +20%
SC
2972
Summa Corp
Texas
$1.12M +$1.04M +1,811 New
RFP
2973
Root Financial Partners
California
$1.12M +$45.2K +79 +5%
FSA
2974
Fort Sheridan Advisors
Illinois
$1.12M +$2.29K +4 +0.2%
WAG
2975
Windsor Advisory Group
Ohio
$1.12M +$151K +264 +17%