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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
WAG
626
Wilkerson Advisory Group
Missouri
$40.2M +$39.9M +58,991 New
JFGIW
627
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$40.2M +$1.03M +1,519 +3%
SWM
628
Spire Wealth Management
Virginia
$40.1M -$2.85M -4,217 -7%
MWM
629
MTC Wealth Management
Florida
$40M -$1.28M -1,887 -3%
ATC
630
Adirondack Trust Company
New York
$40M -$449K -665 -1%
E
631
Evansbrook
Illinois
$39.9M +$39.5M +58,475 New
RPGK
632
Retirement Planning Group (Kansas)
Kansas
$39.8M +$2.8M +4,148 +8%
JJBC
633
James J. Burns & Company
New York
$39.8M +$6.19M +9,154 +19%
NWM
634
Navigation Wealth Management
Colorado
$39.8M -$3.17M -4,683 -7%
1832 Asset Management
635
1832 Asset Management
Ontario, Canada
$39.5M +$16.9M +25,018 +76%
WS
636
Wedbush Securities
California
$39.5M +$3.1M +4,593 +9%
BHB
637
Bank Hapoalim BM
Israel
$39.4M -$462K -683 -1%
OIA
638
OneDigital Investment Advisors
Kansas
$39.3M -$2.75M -4,062 -7%
TTWM
639
TCV Trust & Wealth Management
Virginia
$39.3M +$2.99M +4,428 +8%
UBP
640
Union Bancaire Privee
Switzerland
$39.3M +$3.65M +5,406 +11%
MAWCM
641
Mine & Arao Wealth Creation & Management
California
$39M +$22.3K +33 +0.1%
TAL
642
TIG Advisors LLC
New York
$39M +$107K +159 +0.3%
CSP
643
Cary Street Partners
Virginia
$38.9M +$1.98M +2,926 +5%
PCIG
644
Partners Capital Investment Group
Massachusetts
$38.9M +$103K +153 +0.3%
CWP
645
Capital Wealth Planning
Florida
$38.9M +$1.5M +2,212 +4%
SWM
646
SFG Wealth Management
Maryland
$38.9M -$25.6M -37,934 -40%
HAFS
647
Hapanowicz & Associates Financial Services
Pennsylvania
$38.8M +$597K +884 +2%
CA
648
Cullinan Associates
Kentucky
$38.8M +$1.48M +2,194 +4%
SAM
649
Silvercrest Asset Management
New York
$38.6M +$9.1M +13,463 +31%
GEA
650
Glen Eagle Advisors
New Jersey
$38.5M +$208K +308 +0.5%