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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
3001
Paragon Private Wealth Management
Kentucky
$623K +$35.3K +71 +6%
TW
3002
Traveka Wealth
California
$622K +$106K +212 +22%
IC
3003
Innealta Capital
Texas
$622K +$9.96K +20 +2%
EL
3004
EWA LLC
Pennsylvania
$622K -$69.7K -140 -10%
NPF
3005
Norris Perne & French
Michigan
$621K -$16.4K -33 -3%
ACM
3006
Altrius Capital Management
North Carolina
$618K – – –
RWM
3007
Rockline Wealth Management
New York
$617K -$634K -1,274 -52%
NWM
3008
Northcape Wealth Management
New York
$617K – – –
BFA
3009
Buttonwood Financial Advisors
Maryland
$615K -$1.99K -4 -0.3%
AFM
3010
Abbot Financial Management
Massachusetts
$614K +$49.8K +100 +9%
TIA
3011
Tandem Investment Advisors
South Carolina
$614K -$37.8K -76 -6%
WTB
3012
Washington Trust Bank
Washington
$614K +$15.4K +31 +3%
MFA
3013
Morling Financial Advisors
California
$612K +$230K +462 +65%
FA
3014
FC Advisory
Pennsylvania
$610K +$106K +212 +22%
SFMG
3015
Sage Financial Management Group
Virginia
$610K – – –
I
3016
IMPACTfolio
Colorado
$609K +$21.9K +44 +4%
MAM
3017
Marotta Asset Management
Virginia
$608K +$3.98K +8 +0.7%
ACM
3018
Ardent Capital Management
Ohio
$607K – – –
AWM
3019
Avaii Wealth Management
Wisconsin
$607K +$219K +439 +61%
EF
3020
Exeter Financial
Arizona
$606K -$8.96K -18 -2%
HP
3021
Hilltop Partners
Indiana
$606K +$11.9K +24 +2%
TWM
3022
TriaGen Wealth Management
California
$606K -$21.4K -43 -4%
RPSA
3023
Richard P. Slaughter Associates
Texas
$606K -$94.6K -190 -14%
Harris Associates
3024
Harris Associates
Illinois
$605K -$8.84M -17,760 -94%
HCM
3025
Highlander Capital Management
New Jersey
$605K +$70.2K +141 +14%