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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
NAM
351
North American Management
Massachusetts
$19M -$736K -3,501 -4%
JWM
352
Jacobus Wealth Management
Wisconsin
$18.9M +$824K +3,920 +4%
SAM
353
Securian Asset Management
Minnesota
$18.7M -$573K -2,725 -3%
EML
354
Eos Management LP
New York
$18.5M – – –
EDRE
355
Edmond de Rothschild (Europe)
Luxembourg
$18.5M +$18.9M +89,770 New
NPC
356
National Planning Corporation
California
$18.1M -$1.31M -6,211 -7%
WRTC
357
Wind River Trust Company
Wyoming
$17.9M – – –
BOTW
358
Bank of the West
California
$17.8M -$1.59M -7,579 -8%
AIIMS
359
Analyst IMS Investment Management Services
Israel
$17.5M -$2.93M -13,954 -14%
KFA
360
Kays Financial Advisory
Georgia
$17.3M +$1.22M +5,816 +7%
CWA
361
Convergent Wealth Advisors
Maryland
$17.1M +$2.68M +12,768 +18%
FIG
362
Fusion Investment Group
Pennsylvania
$17.1M -$101K -478 -0.6%
CL
363
Choreo LLC
Illinois
$17.1M +$262K +1,246 +2%
NC
364
NBW Capital
Massachusetts
$17M -$11M -52,215 -39%
WAM
365
Wavelength Asset Management
New York
$17M +$17.3M +82,430 New
SFSG
366
Stearns Financial Services Group
North Carolina
$16.9M +$74.6K +355 +0.4%
MSA
367
Mason Street Advisors
Wisconsin
$16.9M -$2.35M -11,160 -12%
OC
368
Oppenheimer & Co
New York
$16.4M -$70.4M -334,745 -81%
CI
369
Constellation Investments
Ohio
$16.3M -$3.84M -18,250 -19%
VWM
370
Vector Wealth Management
Minnesota
$16.3M +$321K +1,527 +2%
GAG
371
GM Advisory Group
New York
$16.2M -$435K -2,068 -3%
ANB
372
Amarillo National Bank
Texas
$16.1M – – –
JIC
373
Johnson Investment Counsel
Ohio
$15.9M +$1.69M +8,051 +12%
CLOS
374
Compagnie Lombard Odier SCmA
Switzerland
$15.6M +$4.03M +19,165 +34%
Credit Agricole
375
Credit Agricole
France
$15.3M +$4.42M +21,025 +39%