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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
3351
ShankerValleau Wealth Advisors
Illinois
$326K -$34.7K -78 -10%
GA
3352
Goldstein Advisors
Wisconsin
$324K +$2.23K +5 +0.7%
SIAG
3353
Signet Investment Advisory Group
Rhode Island
$324K +$304K +682 New
MCM
3354
Mendel Capital Management
Arkansas
$324K – – –
PK
3355
Pflug Koory
Nebraska
$323K -$6.24K -14 -2%
CFS
3356
Cannon Financial Strategists
Georgia
$321K -$4.46K -10 -1%
RFS
3357
Retirement Financial Solutions
Tennessee
$321K -$15.9M -35,713 -98%
CPA
3358
Court Place Advisors
Maryland
$321K – – –
BOSSRA
3359
B.O.S.S. Retirement Advisors
Utah
$321K +$24.5K +55 +9%
PSB
3360
Piscataqua Savings Bank
New Hampshire
$319K -$57K -128 -16%
BKA
3361
Brick & Kyle Associates
Pennsylvania
$318K – – –
QIM
3362
Quest Investment Management
Oregon
$317K – – –
OAM
3363
Oak Asset Management
California
$316K – – –
CWA
3364
CJM Wealth Advisers
Virginia
$316K +$14.3K +32 +5%
BWM
3365
Brown Wealth Management
Illinois
$316K -$58.8K -132 -17%
CCT
3366
Chemung Canal Trust
New York
$316K – – –
FWM
3367
Fiat Wealth Management
Minnesota
$315K +$295K +663 New
PSP
3368
Pacific Sage Partners
Washington
$315K – – –
Polen Capital Management
3369
Polen Capital Management
Florida
$315K +$295K +662 New
CCM
3370
Cutler Capital Management
Massachusetts
$314K -$32.1K -72 -10%
PHWM
3371
Pine Harbor Wealth Management
Maryland
$313K +$294K +659 New
VCM
3372
Versant Capital Management
Arizona
$313K -$29.8K -67 -9%
AHC
3373
Adell Harriman & Carpenter
Texas
$313K -$79.3K -178 -21%
PSF
3374
Pacific Sun Financial
California
$312K +$2.23K +5 +0.8%
MWA
3375
Miller Wealth Advisors
Colorado
$311K +$891 +2 +0.3%