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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
401
Johnson Investment Counsel
Ohio
$66.8M +$1.05M +2,013 +2%
FCI
402
Financial Counselors Inc
Kansas
$66.7M +$5.07M +9,695 +9%
CPP
403
Capasso Planning Partners
South Carolina
$66.6M +$2.23M +4,258 +4%
TIM
404
Total Investment Management
Arizona
$66.5M +$534K +1,021 +0.8%
DBIA
405
Dumont & Blake Investment Advisors
New Jersey
$66.4M +$32M +61,216 +101%
BPA
406
Beacon Pointe Advisors
California
$66.3M -$37.8M -72,308 -37%
EWM
407
Evercore Wealth Management
New York
$66.1M -$7.88M -15,051 -11%
BCI
408
Brinker Capital Investments
Pennsylvania
$65.8M -$1.83M -3,494 -3%
OPS
409
Orion Portfolio Solutions
Nebraska
$65.8M -$1.83M -3,494 -3%
KP
410
Keel Point
Alabama
$65.8M +$2.01M +3,848 +3%
Fiera Capital (Canada)
411
Fiera Capital (Canada)
Quebec, Canada
$65.3M -$1.31M -2,494 -2%
WW
412
Westshore Wealth
California
$65.2M +$1.09M +2,082 +2%
KCM
413
Kennicott Capital Management
California
$64.9M +$585K +1,117 +0.9%
CA
414
CoreCap Advisors
Michigan
$64M -$14.9M -28,475 -19%
BCP
415
Berkeley Capital Partners
Georgia
$63.3M -$334K -639 -0.5%
SW
416
SlateStone Wealth
Florida
$63.2M -$2.99M -5,713 -5%
Chevy Chase Trust
417
Chevy Chase Trust
Maryland
$63.2M -$446K -852 -0.7%
FWTB
418
First Western Trust Bank
Colorado
$62.9M -$959K -1,833 -2%
CA
419
Clearstead Advisors
Ohio
$62.8M +$20.6M +39,281 +52%
CIG
420
Consolidated Investment Group
Colorado
$62.6M
AWM
421
Activest Wealth Management
Florida
$61.8M +$1.46M +2,782 +3%
IAIM
422
Industrial Alliance Investment Management
Quebec, Canada
$61.8M +$3.98M +7,601 +7%
GRP
423
Global Retirement Partners
California
$61.2M -$1.34M -2,561 -2%
MYLI
424
Meiji Yasuda Life Insurance
Japan
$61.1M +$58.7M +112,233 New
NCM
425
Novare Capital Management
North Carolina
$60.8M +$5.79M +11,067 +11%