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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
CA
426
Cumberland Advisors
Florida
$34.6M +$32.9M +92,653 New
GWM
427
Greenhouse Wealth Management
Connecticut
$34.3M +$32.5M +91,685 New
SB
428
Simmons Bank
Arkansas
$34.1M +$2.52M +7,111 +8%
LFS
429
Lutz Financial Services
Nebraska
$34M -$2.55M -7,187 -7%
BOTW
430
Bank of the West
California
$33.7M -$3.45M -9,716 -10%
EML
431
Eos Management LP
New York
$33.6M
EC
432
Estate Counselors
Wisconsin
$33.5M -$3.04M -8,570 -9%
BBHC
433
Brown Brothers Harriman & Co
New York
$33.3M -$2.98M -8,407 -9%
AAM
434
American Asset Management
Florida
$33.3M +$13.9M +39,156 +78%
VR
435
Viridian RIA
Washington
$32.9M +$768K +2,164 +3%
BA
436
Birinyi Associates
Connecticut
$32.9M +$231K +650 +0.7%
RMDI
437
R.M. Davis Inc
Maine
$32.8M +$1.19M +3,355 +4%
FLPIM
438
F.L. Putnam Investment Management
Massachusetts
$32.7M +$1.03M +2,912 +3%
EWM
439
Empirical Wealth Management
Washington
$32.7M -$819K -2,308 -3%
AWM
440
Atticus Wealth Management
Florida
$32.7M +$1.41M +3,962 +5%
SW
441
SteelPeak Wealth
California
$32.3M +$9.62M +27,107 +46%
LWMM
442
Legacy Wealth Management (Mississippi)
Mississippi
$32M -$521K -1,468 -2%
GL
443
Graypoint LLC
New York
$32M -$253K -713 -0.8%
FC
444
Ferris Capital
Massachusetts
$31.7M -$1.47M -4,155 -5%
Belvedere Trading
445
Belvedere Trading
Illinois
$31.6M +$30M +84,541 New
MW
446
MBL Wealth
North Carolina
$31.5M +$29.9M +84,296 New
EVM
447
Eaton Vance Management
Massachusetts
$31M +$6.45M +18,172 +28%
NC
448
NewSquare Capital
Pennsylvania
$30.8M -$244K -687 -0.8%
WSFS
449
Wilmington Savings Fund Society
Delaware
$30.4M -$1.51M -4,246 -5%
GRP
450
Global Retirement Partners
California
$30.3M +$14.6M +41,047 +103%