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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
1176
Capital Planning Advisors
California
$700K
LRIC
1177
Long Road Investment Counsel
Michigan
$700K
RWM
1178
RKL Wealth Management
Pennsylvania
$697K -$57.5K -266 -8%
PP
1179
Palladium Partners
Virginia
$697K -$2.59K -12 -0.4%
LGWM
1180
Litman Gregory Wealth Management
California
$696K +$44.3K +205 +7%
PAMG
1181
Patton Albertson Miller Group
Tennessee
$692K -$148K -685 -18%
CDIA
1182
Capital Directions Investment Advisors
Georgia
$690K +$216K +1,000 +46%
CA
1183
Corrado Advisors
New Jersey
$683K -$36.7K -170 -5%
OAM
1184
Occidental Asset Management
California
$678K +$21.6K +100 +3%
BWP
1185
Baldwin Wealth Partners
Massachusetts
$675K -$70.2K -325 -9%
AFS
1186
Aft Forsyth & Sober
Florida
$671K
GC
1187
Gibson Capital
Pennsylvania
$668K +$246K +1,140 +58%
Loomis, Sayles & Company
1188
Loomis, Sayles & Company
Massachusetts
$655K -$49.7K -230 -7%
MDSL
1189
M.D. Sass LLC
New York
$653K
CA
1190
Cornerstone Advisors
North Carolina
$649K
NFG
1191
NewFocus Financial Group
Washington
$647K -$3.03K -14 -0.5%
RW
1192
Rand Wealth
Maryland
$647K -$3.03K -14 -0.5%
SIM
1193
Sterling Investment Management
Arizona
$645K -$13K -60 -2%
OC
1194
Oarsman Capital
Wisconsin
$639K -$23.8K -110 -4%
AIM
1195
Anchor Investment Management
South Carolina
$639K +$10.4K +48 +2%
CCG
1196
Chatham Capital Group
Georgia
$638K -$21.6K -100 -3%
O
1197
OppenheimerFunds
New York
$635K -$136K -627 -18%
Fisher Asset Management
1198
Fisher Asset Management
Washington
$632K -$338K -1,565 -35%
AI
1199
Accredited Investors
Minnesota
$632K -$143K -660 -18%
CAL
1200
Capital Analysts LLC
Pennsylvania
$628K +$628K +2,904 New