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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
501
Spire Wealth Management
Virginia
$47.9M +$1.45M +2,774 +3%
SWM
502
SFG Wealth Management
Maryland
$47.7M +$829K +1,583 +2%
NHC
503
Nicholas Hoffman & Company
Georgia
$47.7M -$25.1K -48 -0.1%
CIC
504
Carnegie Investment Counsel
Ohio
$47.3M -$1.33M -2,544 -3%
JWCA
505
J.W. Cole Advisors
Florida
$47M -$7.91M -15,111 -15%
ACM
506
AUA Capital Management
Pennsylvania
$46.7M -$1.71M -3,276 -4%
TFA
507
Trinity Financial Advisors
Ohio
$46.4M -$2.15M -4,113 -5%
TSM
508
Two Star Manager
Florida
$46.2M -$16M -30,595 -26%
Natixis Advisors
509
Natixis Advisors
Massachusetts
$46.1M -$4.38M -8,371 -9%
FSA
510
Financial Services Advisory
Maryland
$45.9M -$7.27M -13,897 -14%
ATFA
511
All Terrain Financial Advisors
Minnesota
$45.8M +$322K +615 +0.7%
BRWA
512
B. Riley Wealth Advisors
Florida
$45.8M +$595K +1,136 +1%
CPIG
513
Chicago Partners Investment Group
Illinois
$45.7M +$155K +297 +0.4%
IA
514
IFG Advisory
Georgia
$45.7M +$43.6M +83,228 +12,204%
PWM
515
Perigon Wealth Management
California
$45.5M -$1.98M -3,792 -4%
KA
516
Kozak & Associates
Colorado
$45.1M -$654K -1,250 -2%
FTUS
517
Flow Traders U.S.
New York
$45M -$15.4M -29,449 -26%
SW
518
SteelPeak Wealth
California
$45M +$232K +444 +0.5%
IWM
519
IHT Wealth Management
Illinois
$44.9M +$496K +948 +1%
MWM
520
Meridian Wealth Management
Kentucky
$44.9M +$43.2M +82,494 New
IFG
521
Independent Financial Group
California
$44.9M +$1.24M +2,376 +3%
FTC
522
Farmers Trust Company
Ohio
$44.8M -$2.93M -5,593 -6%
EP
523
Edgestream Partners
New Jersey
$44.7M -$23.8M -45,466 -36%
FLPIM
524
F.L. Putnam Investment Management
Massachusetts
$44.7M +$1.29M +2,470 +3%
4FG
525
4Thought Financial Group
New York
$44.7M +$2.4M +4,583 +6%