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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
TA
901
TrueWealth Advisors
Alabama
$23.4M -$307K -454 -1%
SWM
902
SHP Wealth Management
Massachusetts
$23.4M +$23.2M +34,266 New
BNP Paribas Asset Management
903
BNP Paribas Asset Management
France
$23.4M +$23.2M +34,266 New
GLA
904
Great Lakes Advisors
Illinois
$23.3M +$9.82M +14,530 +74%
PWM
905
Peterson Wealth Management
Nevada
$23.3M +$7.17M +10,612 +45%
SWM
906
Segment Wealth Management
Texas
$23.3M -$157K -233 -0.7%
HC
907
Henshaw Capital
Massachusetts
$23.3M – – –
SSCM
908
Spectrum Strategic Capital Management
Oregon
$23.3M -$22.2M -32,806 -49%
IA
909
Insight Advisors
Pennsylvania
$23.3M +$93.9K +139 +0.4%
BAM
910
Brandywine Asset Management
Pennsylvania
$23.2M +$23M +34,000 New
AWM
911
Aprio Wealth Management
Georgia
$23.1M +$1.9M +2,816 +9%
APWA
912
Atlas Private Wealth Advisors
New Jersey
$23.1M +$2.91M +4,309 +15%
CC
913
Cornerstone Capital
California
$23.1M +$1.26M +1,859 +6%
LF
914
LifeSteps Financial
California
$23M -$473K -700 -2%
EGA
915
E&G Advisors
Texas
$22.9M +$1.38M +2,044 +6%
YLHM
916
Yelin Lapidot Holdings Management
Israel
$22.8M -$18.4M -27,164 -45%
NP
917
Nilsine Partners
Colorado
$22.7M +$258K +381 +1%
HFAS
918
Hummer Financial Advisory Services
Illinois
$22.7M -$207K -307 -0.9%
CPA
919
Capital Performance Advisors
California
$22.7M +$17.9M +26,512 +390%
PTC
920
Private Trust Company
Ohio
$22.7M +$347K +514 +2%
FMWA
921
Forvis Mazars Wealth Advisors
Missouri
$22.6M -$1.02M -1,514 -4%
TM
922
Tikvah Management
North Carolina
$22.6M – – –
CWA
923
Clarus Wealth Advisors
Arizona
$22.6M -$386K -571 -2%
EFG
924
Ethos Financial Group
Pennsylvania
$22.4M +$1.27M +1,872 +6%
RCWM
925
Royal Capital Wealth Management
Indiana
$22.4M +$54.7K +81 +0.2%