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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
826
Tolleson Wealth Management
Texas
$14.6M -$806K -1,813 -5%
NEPWA
827
New England Private Wealth Advisors
Massachusetts
$14.6M +$439K +988 +3%
LIM
828
Leavell Investment Management
Alabama
$14.5M +$293K +659 +2%
PWM
829
Palumbo Wealth Management
New York
$14.5M +$3.66M +8,230 +32%
PFM
830
Patton Fund Management
Texas
$14.5M -$725K -1,629 -5%
LCWP
831
Legacy Capital Wealth Partners
Arkansas
$14.5M +$6.18M +13,890 +69%
BBA
832
BLB&B Advisors
Pennsylvania
$14.5M +$93K +209 +0.6%
BC
833
Bartlett & Co
Ohio
$14.5M +$163K +366 +1%
BCWM
834
Bartlett & Co Wealth Management
Ohio
$14.5M +$163K +366 +1%
AGA
835
Accuvest Global Advisors
Utah
$14.5M +$9.16M +20,590 +155%
HFAS
836
Hummer Financial Advisory Services
Illinois
$14.3M
PI
837
Putnam Investments
Massachusetts
$14.3M +$12.2M +27,340 +447%
BAM
838
Brave Asset Management
New Jersey
$14.2M +$224K +504 +2%
SWMG
839
Sanchez Wealth Management Group
Florida
$14.1M +$608K +1,368 +4%
BFM
840
Boston Financial Management
Massachusetts
$14.1M -$187K -420 -1%
MIA
841
MMBG Investment Advisors
Florida
$14.1M -$102K -230 -0.7%
Asset Management One
842
Asset Management One
Japan
$14M -$15M -33,700 -51%
WFO
843
Wealthgate Family Office
Colorado
$14M +$13.8K +31 +0.1%
FFA
844
Fi3 Financial Advisors
Indiana
$14M -$230K -516 -2%
HVIA
845
Hudson Valley Investment Advisors
New York
$13.9M -$518K -1,165 -3%
VPP
846
Vertex Planning Partners
Illinois
$13.9M +$541K +1,216 +4%
SRG
847
SBB Research Group
Illinois
$13.9M +$4.24M +9,536 +42%
LF
848
LifeSteps Financial
California
$13.9M +$22.7K +51 +0.2%
SG
849
StoneX Group
New York
$13.8M +$4.07M +9,146 +40%
CA
850
Cresta Advisors
Texas
$13.8M +$3.85M +8,648 +37%