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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
1076
Wealthcare Capital Management
Virginia
$437K -$8.89K -45 -2%
FWP
1077
FAS Wealth Partners
Kansas
$436K – – –
Mackenzie Financial
1078
Mackenzie Financial
Ontario, Canada
$436K +$437K +2,212 New
SNBOSD
1079
Security National Bank of So Dak
Iowa
$433K – – –
PCM
1080
Palouse Capital Management
Washington
$427K +$67.2K +340 +19%
PFC
1081
Poplar Forest Capital
California
$426K +$71.2K +360 +20%
WP
1082
WMS Partners
Maryland
$424K – – –
PCA
1083
Private Capital Advisors
Connecticut
$424K +$39.5K +200 +10%
WRM
1084
Westport Resources Management
Connecticut
$421K – – –
FPIS
1085
Financial Planning & Information Services
Wisconsin
$416K -$33.8K -171 -7%
RCAMU
1086
Rothschild & Co Asset Management US
Connecticut
$405K – – –
HL
1087
HeadInvest LLC
Maine
$405K +$397K +2,010 New
PNAA
1088
Pictet North America Advisors
Switzerland
$401K – – –
TCOO
1089
Trust Company of Oklahoma
Oklahoma
$401K -$40.7K -206 -9%
DG
1090
Davidson & Garrard
Virginia
$398K – – –
ACS
1091
Archford Capital Strategies
Illinois
$396K +$160K +811 +68%
CAS
1092
CTC Alternative Strategies
Illinois
$394K +$395K +2,000 New
KFA
1093
Kelleher Financial Advisors
New York
$383K -$3.95K -20 -1%
GIA
1094
Granite Investment Advisors
New Hampshire
$379K – – –
IAS
1095
IMA Advisory Services
Colorado
$373K – – –
VAM
1096
Visionary Asset Management
Texas
$372K -$1.16M -5,890 -76%
LC
1097
Lakeshore Capital
Alabama
$372K +$7.12K +36 +2%
SDIC
1098
South Dakota Investment Council
South Dakota
$372K +$374K +1,890 New
BSW
1099
Buckingham Strategic Wealth
Missouri
$367K – – –
SFM
1100
Stack Financial Management
Montana
$365K -$2.37K -12 -0.6%