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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
826
Aspen Investment Management
Michigan
$23.5M +$1.03M +1,605 +5%
FPAS
827
Focus Partners Advisor Solutions
Missouri
$23.5M +$8.06M +12,573 +57%
PWSG
828
Pacific Wealth Strategies Group
California
$23.3M -$53.8K -84 -0.2%
TCOO
829
Trust Company of Oklahoma
Oklahoma
$23.3M -$628K -979 -3%
EMAM
830
Encompass More Asset Management
California
$23.3M -$3.61M -5,629 -14%
GFP
831
Gryphon Financial Partners
Ohio
$23.2M +$5.16M +8,042 +30%
CTC
832
Central Trust Company
Missouri
$23.2M +$3.35M +5,224 +18%
BWM
833
Brickley Wealth Management
California
$23.2M +$122K +190 +0.5%
TA
834
TrueWealth Advisors
Alabama
$23.2M -$935K -1,459 -4%
BDL
835
Banque de Luxembourg
Luxembourg
$23.2M -$1.28K -2 -0%
FMWA
836
Forvis Mazars Wealth Advisors
Missouri
$23.1M +$618K +964 +3%
CCA
837
Cobblestone Capital Advisors
New York
$23.1M -$70.5K -110 -0.3%
GI
838
GAMCO Investors
Connecticut
$23M -$1.19M -1,857 -5%
JIM
839
JCP Investment Management
Texas
$23M +$1.3M +2,035 +6%
BCWM
840
Bartlett & Co Wealth Management
Ohio
$23M -$14.7K -23 -0.1%
LF
841
LifeSteps Financial
California
$22.9M -$1.25M -1,953 -5%
SWM
842
Segment Wealth Management
Texas
$22.9M -$344K -536 -2%
Allspring Global Investments
843
Allspring Global Investments
North Carolina
$22.8M -$23.6M -36,765 -52%
AIM
844
AXA Investment Managers
France
$22.8M +$22M +34,266 New
NC
845
NewSquare Capital
Pennsylvania
$22.8M +$426K +665 +2%
HC
846
Henshaw Capital
Massachusetts
$22.7M – – –
AC
847
Addison Capital
Pennsylvania
$22.7M +$2.54M +3,970 +13%
IA
848
Insight Advisors
Pennsylvania
$22.6M +$393K +613 +2%
GWA
849
Genesis Wealth Advisors
Massachusetts
$22.6M +$136K +212 +0.6%
SIA
850
Soltis Investment Advisors
Utah
$22.5M -$1.43M -2,229 -6%