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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
EK
1026
Evensky & Katz
Florida
$862K -$26.1K -124 -3%
GC
1027
Grimes & Company
Massachusetts
$862K +$881K +4,188 New
FHC
1028
First Houston Capital
Texas
$856K
IP
1029
Investment Partners
Ohio
$851K +$12.6K +60 +1%
AUB
1030
Atlantic Union Bankshares
Virginia
$845K
MCWS
1031
McKinley Carter Wealth Services
West Virginia
$843K +$539K +2,565 +168%
WF
1032
WealthTrust Fairport
Ohio
$836K -$10.5K -50 -1%
NDSI
1033
Newman Dignan & Sheerar Inc
Rhode Island
$835K +$39.9K +190 +5%
MYAM
1034
Meiji Yasuda Asset Management
Japan
$827K -$321K -1,528 -28%
TCM
1035
Tradition Capital Management
New Jersey
$824K +$102K +485 +14%
CCWA
1036
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$818K +$835K +3,973 New
AF
1037
Allworth Financial
California
$813K +$100K +477 +14%
RIL
1038
Rothschild Investment LLC
Illinois
$804K +$4.42K +21 +0.5%
NPF
1039
Norris Perne & French
Michigan
$803K -$19.1K -91 -2%
ST
1040
Somerset Trust
Pennsylvania
$799K -$1.21M -5,768 -60%
SSWM
1041
Smith Salley Wealth Management
North Carolina
$799K -$5.89K -28 -0.7%
BHIA
1042
Birch Hill Investment Advisors
Massachusetts
$799K +$296K +1,410 +57%
Loomis, Sayles & Company
1043
Loomis, Sayles & Company
Massachusetts
$796K -$4K -19 -0.5%
GFG
1044
Gray Financial Group
Georgia
$796K -$1.05K -5 -0.1%
BCM
1045
BTR Capital Management
California
$795K -$52.6K -250 -6%
AA
1046
Apriem Advisors
California
$794K -$292K -1,387 -26%
HK
1047
Horizon Kinetics
New York
$794K +$481K +2,290 +146%
RO
1048
Reservoir Operations
New York
$790K
MCM
1049
McMillion Capital Management
North Carolina
$783K -$9.46K -45 -1%
CAM
1050
CMT Asset Management
Illinois
$782K +$799K +3,800 New