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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
SI
3751
Stonekeep Investments
New Mexico
$382K +$43.4K +76 +14%
MCM
3752
Mendel Capital Management
Arkansas
$381K – – –
SF
3753
Strategent Financial
Virginia
$381K – – –
BWP
3754
BlueStem Wealth Partners
Minnesota
$381K +$13.7K +24 +4%
ACM
3755
Alta Capital Management
Utah
$381K +$352K +616 New
PCM
3756
Poehling Capital Management
Wisconsin
$379K +$37.7K +66 +12%
CWP
3757
Corepath Wealth Partners
Arizona
$378K – – –
SFP
3758
Strategic Financial Partners
Oregon
$378K +$22.3K +39 +7%
RF
3759
Robinswood Financial
Washington
$377K – – –
BBL
3760
Beck Bode LLC
Massachusetts
$377K -$155K -271 -31%
ONSWM
3761
Old North State Wealth Management
North Carolina
$376K +$113K +198 +49%
WFS
3762
Walker Financial Services
Kentucky
$376K +$10.9K +19 +3%
BWG
3763
Boomfish Wealth Group
Georgia
$376K +$55.4K +97 +19%
CSF
3764
Capital Squared Financial
Maryland
$376K +$348K +609 New
MWP
3765
Meridian Wealth Partners
Pennsylvania
$374K -$16.6K -29 -5%
MGWA
3766
Monument Group Wealth Advisors
Massachusetts
$374K – – –
CA
3767
Crane Advisory
California
$374K – – –
AWC
3768
Adamsbrown Wealth Consultants
Kansas
$373K -$109K -190 -24%
KIM
3769
Kestra Investment Management
Texas
$373K +$57.2K +100 +20%
AC
3770
Anson Capital
Georgia
$372K – – –
DCM
3771
Dudley Capital Management
Virginia
$371K -$14.3K -25 -4%
Jacobs Levy Equity Management
3772
Jacobs Levy Equity Management
New Jersey
$371K +$343K +600 New
PRP
3773
Peak Retirement Planning
Ohio
$370K +$343K +600 New
WA
3774
WPG Advisers
Maryland
$369K +$100K +175 +41%
PWM
3775
Partners Wealth Management
California
$369K – – –