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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
3451
Lionsbridge Wealth Management
Florida
$618K -$1.94M -3,025 -77%
BTWM
3452
Baker Tilly Wealth Management
Wisconsin
$618K +$121K +189 +26%
LW
3453
Lauer Wealth
Indiana
$617K -$66.7K -104 -10%
AIA
3454
AIMZ Investment Advisors
California
$616K
FA
3455
FF Advisors
California
$614K +$44.9K +70 +8%
TC
3456
Truvestments Capital
Florida
$614K +$641 +1 +0.1%
RFWA
3457
RPg Family Wealth Advisory
Massachusetts
$613K +$588K +917 New
PIFP
3458
Partners in Financial Planning
Virginia
$613K +$641 +1 +0.1%
SCM
3459
Sunbeam Capital Management
Georgia
$609K
TR
3460
Tepp RIA
New Jersey
$608K -$93.6K -146 -14%
RIA
3461
RPG Investment Advisory
California
$608K -$641 -1 -0.1%
SFS
3462
Sharp Financial Services
Pennsylvania
$605K +$12.8K +20 +2%
MAC
3463
Mason & Associates (California)
California
$602K +$3.21K +5 +0.6%
CFO
3464
CVA Family Office
Colorado
$600K -$203K -317 -26%
SCA
3465
Sassicaia Capital Advisers
New York
$600K -$11.7M -18,300 -95%
AIS
3466
American Investment Services
Massachusetts
$599K +$641 +1 +0.1%
SFG
3467
SevenBridge Financial Group
Pennsylvania
$597K -$260K -406 -32%
MSWM
3468
McGlone Suttner Wealth Management
Wisconsin
$597K +$641 +1 +0.1%
AC
3469
Anson Capital
Georgia
$596K +$188K +293 +49%
LFP
3470
Lakeshore Financial Planning
Michigan
$596K -$41.7K -65 -7%
I
3471
InvesTrust
Oklahoma
$596K
WFS
3472
WealthGarden F.S.
California
$595K
AC
3473
Asio Capital
Kentucky
$592K
Grantham, Mayo, Van Otterloo & Co (GMO)
3474
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$592K +$188K +294 +49%
PSF
3475
Pacific Sun Financial
California
$591K