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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
SMG
276
Spectrum Management Group
Indiana
$55.3M +$77.2K +233 +0.1%
VWM
277
Venturi Wealth Management
Texas
$55.3M +$25.9M +78,202 +90%
CFB
278
Cullen/Frost Bankers
Texas
$55M +$1.42M +4,289 +3%
FPCP
279
Fort Point Capital Partners
California
$54.6M +$3.61M +10,900 +7%
KAS
280
Kestra Advisory Services
Texas
$53.8M +$53.2M +160,532 New
BB
281
Berkshire Bank
Massachusetts
$52.6M +$52.1M +157,117 New
RCA
282
Rex Capital Advisors
Rhode Island
$52.3M -$11.7M -35,200 -18%
CMO
283
Covenant Multifamily Offices
Texas
$52M -$130K -391 -0.3%
SP
284
Stairway Partners
Illinois
$51.8M +$332K +1,001 +0.7%
CAI
285
Capital Advisors Inc
Oklahoma
$51.5M -$3.21M -9,682 -6%
CAG
286
Csenge Advisory Group
Florida
$51.3M +$1.52M +4,597 +3%
ZCM
287
Ziegler Capital Management
Illinois
$49.9M +$89.5K +270 +0.2%
PWPCM
288
Perella Weinberg Partners Capital Management
New York
$49.4M -$6.43M -19,408 -12%
LWA
289
Lowe Wealth Advisors
Maryland
$49.4M -$320K -966 -0.7%
HCMNY
290
Howard Capital Management (New York)
New York
$49.3M +$588K +1,775 +1%
FCI
291
Financial Counselors Inc
Kansas
$49.3M -$1.24M -3,748 -2%
WJWM
292
Williams Jones Wealth Management
New York
$49.3M -$2.29M -6,902 -4%
GEM
293
Global Endowment Management
North Carolina
$49.2M
ATFA
294
All Terrain Financial Advisors
Minnesota
$49.2M +$9.46M +28,546 +24%
EWA
295
EP Wealth Advisors
California
$49.1M -$2.62M -7,910 -5%
Squarepoint
296
Squarepoint
New York
$49M +$47.4M +142,913 +4,283%
WT
297
Washington Trust
Rhode Island
$48.4M -$27M -81,489 -36%
DT
298
Daniels + Tansey
Delaware
$48.3M +$47.8M +144,362 New
EWM
299
Evercore Wealth Management
New York
$48.2M -$858K -2,589 -2%
BCI
300
Brinker Capital Investments
Pennsylvania
$48.1M +$47M +141,671 +7,087%