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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
3026
Petra Financial Advisors
Colorado
$318K
AWM
3027
Avondale Wealth Management
Texas
$317K +$68.5K +154 +26%
BBI
3028
Baxter Bros Inc
Connecticut
$317K +$330K +741 New
RWRC
3029
R.W. Roge & Company
New York
$316K
VIA
3030
Vickerman Investment Advisors
Washington
$315K -$479K -1,078 -59%
PCMM
3031
Piedmont Capital Management (Montana)
Montana
$315K
TI
3032
TTP Investments
California
$315K -$155K -348 -32%
LWM
3033
Lionsbridge Wealth Management
Florida
$314K -$9.72M -21,854 -97%
PCM
3034
Pointe Capital Management
Michigan
$314K +$445 +1 +0.1%
EA
3035
Eclectic Associates
California
$313K -$158K -356 -33%
CCM
3036
Cutler Capital Management
Massachusetts
$313K +$46.3K +104 +17%
RA
3037
Rise Advisors
New York
$311K +$38.3K +86 +13%
BWL
3038
Bogart Wealth LLC
Virginia
$311K -$185K -416 -36%
VCM
3039
Versant Capital Management
Arizona
$310K -$78.3K -176 -20%
PA
3040
PSI Advisors
Florida
$310K -$4.45K -10 -1%
BZWA
3041
Blue Zone Wealth Advisors
California
$309K -$4.89K -11 -1%
ANHIM
3042
Alan N. Hoffman Investment Management
Massachusetts
$309K +$72.1K +162 +29%
GAM
3043
Garrison Asset Management
Arkansas
$308K
AWM
3044
Avaii Wealth Management
Wisconsin
$308K +$2.22K +5 +0.7%
KV
3045
Kickstand Ventures
New York
$308K +$321K +721 New
PBF
3046
Petix & Botte Financial
California
$308K +$2.67K +6 +0.8%
PDM
3047
Penn Davis McFarland
Texas
$307K
TFA
3048
Tranquilli Financial Advisor
New Jersey
$305K +$317K +713 New
WSC
3049
Wellington Shields & Co
New York
$304K +$20.9K +47 +7%
MFA
3050
Morling Financial Advisors
California
$303K