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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
TTWM
426
TCV Trust & Wealth Management
Virginia
$13.5M +$127K +586 +0.9%
RhumbLine Advisers
427
RhumbLine Advisers
Massachusetts
$13.3M -$7.82M -36,182 -37%
FHA
428
First Horizon Advisors
Tennessee
$13.3M +$2.69M +12,428 +25%
GW
429
GW & Wade
Massachusetts
$13.1M +$1.24M +5,733 +10%
CIC
430
Carnegie Investment Counsel
Ohio
$13.1M +$1.05M +4,868 +9%
CLOS
431
Compagnie Lombard Odier SCmA
Switzerland
$13.1M +$535K +2,476 +4%
HPWM
432
Highland Private Wealth Management
Washington
$13M +$481K +2,223 +4%
AIM
433
AMI Investment Management
Indiana
$13M -$816K -3,775 -6%
HJA
434
Hugh Johnson Advisors
New York
$13M +$243K +1,124 +2%
WAM
435
Wealthspire Advisors (Maryland)
Maryland
$12.9M +$210K +971 +2%
IA
436
Icon Advisers
Colorado
$12.8M -$84.5K -391 -0.7%
SM
437
Seminole Management
New York
$12.6M -$5.61M -25,943 -31%
BA
438
Bristlecone Advisors
Washington
$12.5M +$132K +610 +1%
GIM
439
Goelzer Investment Management
Indiana
$12.5M -$939K -4,346 -7%
MIAN
440
Mariner Independent Advisor Network
Kansas
$12.5M +$784K +3,625 +7%
UR
441
USCA RIA
Texas
$12.5M +$5.8M +26,831 +87%
LNC
442
Lincoln National Corp
Pennsylvania
$12.5M +$129K +595 +1%
GA
443
GFS Advisors
Texas
$12.4M +$701K +3,241 +6%
GS
444
Girard Securities
California
$12.4M -$164K -758 -1%
FFS
445
Founders Financial Securities
Maryland
$12.3M -$2.65M -12,282 -18%
USAA
446
United Services Automobile Association
Texas
$12.3M -$86.8M -401,506 -88%
RG
447
Rathbones Group
United Kingdom
$12.3M -$600K -2,777 -5%
K
448
Kemper
Illinois
$12.2M
CWP
449
Capital Wealth Planning
Florida
$12.2M -$377K -1,745 -3%
VIA
450
Vident Investment Advisory
Georgia
$12.2M +$2.18M +10,101 +22%