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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
AFW
3451
Atlantic Family Wealth
Florida
$599K +$602K +1,022 New
AR
3452
Advisory Research
Illinois
$598K +$602K +1,021 New
SCM
3453
Sunbeam Capital Management
Georgia
$598K +$599K +1,017 New
EWM
3454
Elmwood Wealth Management
California
$597K -$206K -349 -26%
LAM
3455
Lakewood Asset Management
Illinois
$595K -$15.3K -26 -2%
PDM
3456
Penn Davis McFarland
Texas
$593K +$589 +1 +0.1%
IRC
3457
Investors Research Corp
Georgia
$593K – – –
AIM
3458
Athena Investment Management
California
$589K – – –
FNFDCM
3459
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$588K – – –
SFA
3460
Seneca Financial Advisors
New York
$587K – – –
RWM
3461
Rezny Wealth Management
Florida
$587K – – –
SFG
3462
SevenBridge Financial Group
Pennsylvania
$587K -$7.66K -13 -1%
PCM
3463
Palisade Capital Management
New Jersey
$586K – – –
WWP
3464
Waypoint Wealth Partners
California
$586K +$1.77K +3 +0.3%
CCM
3465
Courage Capital Management
Tennessee
$586K +$589K +1,000 New
APW
3466
Acima Private Wealth
Virginia
$585K – – –
RhumbLine Advisers
3467
RhumbLine Advisers
Massachusetts
$585K – – –
SPF
3468
South Plains Financial
Texas
$585K +$588K +998 New
NA
3469
Nestegg Advisors
New York
$584K +$574K +974 New
HBW
3470
Hazlett, Burt & Watson
West Virginia
$583K +$12.4K +21 +2%
HWM
3471
Hemington Wealth Management
Virginia
$582K +$9.43K +16 +2%
AIP
3472
Alexis Investment Partners
Texas
$581K +$584K +992 New
SWM
3473
StoneCrest Wealth Management
Arizona
$581K -$1.18K -2 -0.2%
AFIA
3474
America First Investment Advisors
Nebraska
$580K -$43.6K -74 -7%
WAM
3475
Walker Asset Management
Missouri
$580K +$78.4K +133 +16%