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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
676
Kovitz Investment Group Partners
Illinois
$16.3M +$1.47M +3,532 +10%
CWP
677
Curated Wealth Partners
California
$16.3M +$20K +48 +0.1%
WW
678
Westshore Wealth
California
$16.3M +$528K +1,266 +3%
SFS
679
Sowell Financial Services
Arkansas
$16.3M -$12.3M -29,562 -44%
DWT
680
Dorsey & Whitney Trust
South Dakota
$16.2M +$195K +467 +1%
AIA
681
Angeles Investment Advisors
California
$16.1M +$1.04M +2,500 +7%
RIA
682
Regal Investment Advisors
Michigan
$16.1M +$15.7M +37,600 New
LIM
683
Leavell Investment Management
Alabama
$15.9M
CCM
684
Corsair Capital Management
New York
$15.9M
SAF
685
Smith Anglin Financial
Texas
$15.7M +$70.1K +168 +0.5%
CWG
686
Cornerstone Wealth Group
North Carolina
$15.7M +$1.94M +4,650 +14%
SFA
687
Sequoia Financial Advisors
Ohio
$15.5M +$3.44M +8,243 +29%
CP
688
Castleview Partners
Texas
$15.5M +$15.1M +36,127 New
K
689
Kemper
Illinois
$15.5M -$2.58M -6,193 -15%
WCM
690
WealthBridge Capital Management
Ohio
$15.4M +$155K +372 +1%
WAG
691
Winthrop Advisory Group
Massachusetts
$15.3M -$544K -1,303 -4%
DPI
692
Diversified Portfolios Inc
Michigan
$15.2M -$244K -585 -2%
SFG
693
Sovereign Financial Group
Connecticut
$15.1M
PA
694
PFG Advisors
Arizona
$15.1M -$211K -505 -1%
WSTAM
695
Wilbanks Smith & Thomas Asset Management
Virginia
$15.1M -$134K -320 -0.9%
ACM
696
AlphaStar Capital Management
North Carolina
$15.1M +$14.1M +33,712 +3,270%
HI
697
Harbour Investments
Wisconsin
$15.1M +$576K +1,379 +4%
CTC
698
Central Trust Company
Missouri
$15.1M -$1.04M -2,480 -7%
SWM
699
Segment Wealth Management
Texas
$15M +$34.2K +82 +0.2%
FFA
700
First Foundation Advisors
California
$15M -$6.56M -15,715 -31%