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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
801
Sovereign Financial Group
Connecticut
$28.6M +$698K +1,032 +3%
SCA
802
Snowden Capital Advisors
New York
$28.6M +$308K +455 +1%
TBWA
803
Three Bridge Wealth Advisors
California
$28.6M +$327K +484 +1%
PAS
804
PKS Advisory Services
New York
$28.5M -$70.3K -104 -0.2%
ITIM
805
Indiana Trust & Investment Management
Indiana
$28.5M -$216K -320 -0.8%
TSW
806
Thompson Siegel & Walmsley
Virginia
$28.5M -$77.1K -114 -0.3%
LCM
807
LCM Capital Management
Illinois
$28.4M -$228K -338 -0.8%
Financial Engines Advisors
808
Financial Engines Advisors
California
$28.3M +$956K +1,414 +4%
GT
809
Greenleaf Trust
Michigan
$28.2M -$1.37M -2,023 -5%
NL
810
NEPC LLC
Massachusetts
$28.2M -$139K -206 -0.5%
FWM
811
FFT Wealth Management
Pennsylvania
$28.2M -$4.7M -6,947 -14%
IPS
812
Investors Portfolio Services
Washington
$28.1M +$27.9M +41,231 New
Nuveen
813
Nuveen
North Carolina
$28.1M +$22M +32,479 +349%
LWMI
814
Landmark Wealth Management (Illinois)
Illinois
$28M -$474K -702 -2%
FS
815
Financially Speaking
Colorado
$27.9M +$27.6M +40,887 New
HFRG
816
Houlihan Financial Resource Group
Virginia
$27.9M +$13.8M +20,479 +102%
BRWA
817
B. Riley Wealth Advisors
Florida
$27.8M +$1.25M +1,854 +5%
WAS
818
Westco Advisory Services
New York
$27.7M +$27.5M +40,623 New
AWM
819
Avior Wealth Management
Nebraska
$27.5M -$2.5M -3,700 -8%
DPI
820
Diversified Portfolios Inc
Michigan
$27.5M -$306K -452 -1%
TAM
821
Titleist Asset Management
Texas
$27.4M +$800K +1,184 +3%
MB
822
MidFirst Bank
Oklahoma
$27.4M +$27.2M +40,207 New
BBA
823
BLB&B Advisors
Pennsylvania
$27.3M +$395K +585 +1%
SL
824
Sentinus LLC
Illinois
$27.3M +$14.7M +21,750 +119%
LA
825
Legacy Advisors
Pennsylvania
$27.2M +$138K +204 +0.5%