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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
3801
CBIZ Investment Advisory Services
Ohio
$349K +$589 +1 +0.2%
RW
3802
RVW Wealth
California
$349K -$1.18K -2 -0.3%
SWA
3803
ShankerValleau Wealth Advisors
Illinois
$348K -$31.2K -53 -8%
TVM
3804
True Vision MN
Minnesota
$348K -$55.4K -94 -14%
BAG
3805
Bridgewealth Advisory Group
California
$347K +$335K +569 New
CCMINC
3806
Cardinal Capital Management Inc (North Carolina)
North Carolina
$347K +$4.12K +7 +1%
HWM
3807
HRC Wealth Management
Idaho
$347K -$15.9K -27 -4%
HSWS
3808
Higgins & Schmidt Wealth Strategies
Colorado
$346K
Westfield Capital Management
3809
Westfield Capital Management
Massachusetts
$346K +$348K +590 New
BWP
3810
BlueStem Wealth Partners
Minnesota
$346K +$348K +590 New
SKK
3811
Shepherd Kaplan Krochuk
Massachusetts
$345K +$1.18K +2 +0.3%
HA
3812
Harfst & Associates
Wyoming
$345K
FWM
3813
Fonville Wealth Management
Virginia
$343K
KL
3814
KilterHowling LLC
Colorado
$342K -$1.18K -2 -0.4%
UWS
3815
Unique Wealth Strategies
Illinois
$342K -$28.3K -48 -8%
MIP
3816
Marietta Investment Partners
Wisconsin
$341K +$105K +178 +44%
SAS
3817
Spurstone Advisory Services
Connecticut
$341K +$343K +582 New
AI
3818
Axos Invest
Nevada
$340K -$41.8K -71 -11%
BFA
3819
Brown Financial Advisory
Alabama
$339K
ASW
3820
Astoria Strategic Wealth
Texas
$339K
DS
3821
DRW Securities
Illinois
$338K -$465M -789,727 -100%
RAM
3822
Redmond Asset Management
Virginia
$337K +$589 +1 +0.2%
SFP
3823
Strategic Financial Partners
Oregon
$335K
TWP
3824
Total Wealth Planning
Ohio
$335K -$41.2K -70 -11%
CUAMC
3825
China Universal Asset Management Company
China
$335K +$206K +350 +159%