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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
CFM
1151
Comprehensive Financial Management
California
$13.7M – – –
SI
1152
SimpliFi Inc
California
$13.7M +$124K +182 +0.9%
BWA
1153
BlueChip Wealth Advisors
Georgia
$13.7M +$408K +600 +3%
ACM
1154
Advisors Capital Management
New Jersey
$13.7M -$35M -51,427 -71%
GC
1155
Grimes & Company
Massachusetts
$13.6M +$108K +159 +0.8%
SWP
1156
Strategic Wealth Partners
Ohio
$13.6M -$21.1K -31 -0.1%
VPP
1157
Vertex Planning Partners
Illinois
$13.5M -$3.7M -5,437 -21%
SWA
1158
SFMG Wealth Advisors
Texas
$13.5M +$157K +231 +1%
EAM
1159
Evanson Asset Management
California
$13.5M -$507K -746 -3%
MNA
1160
Manning & Napier Advisors
New York
$13.5M -$1.81M -2,669 -11%
CWI
1161
Conscious Wealth Investments
Florida
$13.4M -$801K -1,178 -6%
MA
1162
Marquette Associates
Illinois
$13.4M +$146K +215 +1%
NF
1163
Napier Financial
Massachusetts
$13.4M -$87.7K -129 -0.6%
CWWM
1164
Clear Wave Wealth Management
New Jersey
$13.4M +$14M +20,538 New
FCMA
1165
Foresight Capital Management Advisors
Michigan
$13.3M +$273K +401 +2%
NF
1166
Nvest Financial
New Hampshire
$13.3M +$2.68M +3,947 +24%
CFP
1167
Catalyst Financial Partners
Massachusetts
$13.3M -$4.52M -6,655 -25%
First Trust Advisors
1168
First Trust Advisors
Illinois
$13.2M +$801K +1,178 +6%
ET
1169
Equitable Trust
Tennessee
$13.2M -$480K -706 -3%
TWA
1170
Tulsa Wealth Advisors
Oklahoma
$13.2M +$13.8M +20,312 New
MM
1171
Morangie Management
Florida
$13.2M -$271K -399 -2%
AIM
1172
AMI Investment Management
Indiana
$13.2M -$36K -53 -0.3%
XSC
1173
X-Square Capital
Puerto Rico
$13.1M +$1.87M +2,748 +16%
JWA
1174
JFS Wealth Advisors
Pennsylvania
$13.1M +$42.2K +62 +0.3%
BM
1175
Berman McAleer
Maryland
$13.1M +$6.12K +9 +0%