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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
DPI
676
Diversified Portfolios Inc
Michigan
$14.3M -$405K -1,050 -3%
GFP
677
Gryphon Financial Partners
Ohio
$14.3M +$1.25M +3,246 +10%
CC
678
Claybrook Capital
Massachusetts
$14.3M +$826K +2,141 +6%
PA
679
PFG Advisors
Arizona
$14.2M +$972K +2,520 +8%
WCM
680
WealthBridge Capital Management
Ohio
$14.1M -$192K -499 -1%
WSTAM
681
Wilbanks Smith & Thomas Asset Management
Virginia
$14.1M +$301K +780 +2%
SIC
682
Shoker Investment Counsel
Ohio
$14.1M -$580K -1,505 -4%
CFM
683
Comprehensive Financial Management
California
$14M
IWC
684
Integrated Wealth Concepts
Massachusetts
$14M -$7.54M -19,542 -36%
AIA
685
Angeles Investment Advisors
California
$13.9M +$274K +711 +2%
SWM
686
Segment Wealth Management
Texas
$13.9M -$51.7K -134 -0.4%
AP
687
Appleton Partners
Massachusetts
$13.8M -$269K -697 -2%
MAM
688
Marquette Asset Management
Minnesota
$13.8M -$6.56K -17 -0%
Kovitz Investment Group Partners
689
Kovitz Investment Group Partners
Illinois
$13.7M -$1.53M -3,969 -10%
NR
690
Newfound Research
Massachusetts
$13.6M -$1.16K -3 -0%
JFL
691
Jarislowsky, Fraser Ltd
Quebec, Canada
$13.6M -$43.2K -112 -0.3%
HFAS
692
Hummer Financial Advisory Services
Illinois
$13.6M +$255K +661 +2%
CCT
693
Country Club Trust
Missouri
$13.6M -$170K -442 -1%
CCP
694
Corient Capital Partners
California
$13.5M -$101K -263 -0.8%
CWM
695
CIBC World Markets
New York
$13.5M
CWG
696
Cornerstone Wealth Group
North Carolina
$13.4M -$2.35M -6,085 -16%
SFO
697
Standard Family Office
South Dakota
$13.4M
HI
698
Harbour Investments
Wisconsin
$13.4M +$13M +33,830 New
SI
699
Symmetry Investments
Jersey
$13.3M +$979K +2,538 +8%
FA
700
Forefront Analytics
Pennsylvania
$13.2M +$53.6K +139 +0.4%