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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
VA
1201
Valmark Advisers
Ohio
$3.33M +$568K +1,713 +21%
SFG
1202
Summit Financial Group
West Virginia
$3.33M +$321K +968 +11%
WP
1203
WealthSource Partners
California
$3.32M -$4.97K -15 -0.2%
RC
1204
Roundview Capital
New Jersey
$3.32M +$257K +775 +8%
JGC
1205
J. Goldman & Co
New York
$3.3M -$3.52M -10,628 -52%
RGC
1206
Roberts, Glore & Co
Illinois
$3.28M -$612K -1,848 -16%
DWM
1207
Doyle Wealth Management
Florida
$3.28M +$663 +2 +0%
BHTS
1208
Bar Harbor Trust Services
Maine
$3.28M +$118K +357 +4%
Lazard Asset Management
1209
Lazard Asset Management
New York
$3.27M +$61K +184 +2%
FI
1210
FormulaFolio Investments
Michigan
$3.27M +$273K +825 +9%
ODCM
1211
Old Dominion Capital Management
Virginia
$3.26M +$22.9K +69 +0.7%
LC
1212
LCNB Corp
Ohio
$3.23M -$166K -500 -5%
CCM
1213
Cox Capital Management
Massachusetts
$3.23M -$3.31K -10 -0.1%
PO
1214
Private Ocean
California
$3.22M -$33.8K -102 -1%
SWAG
1215
Spectrum Wealth Advisory Group
California
$3.21M +$1.49M +4,493 +88%
SFM
1216
Signet Financial Management
New Jersey
$3.21M -$150K -453 -5%
MWM
1217
Modera Wealth Management
New Jersey
$3.21M -$70.3K -212 -2%
BFC
1218
Blue Fin Capital
Rhode Island
$3.2M -$27.5K -83 -0.9%
PR
1219
Payden & Rygel
California
$3.18M
EP
1220
EPIQ Partners
Minnesota
$3.18M -$174K -525 -5%
EFSCE
1221
Enterprise Financial Services Corp (EFSC)
Missouri
$3.18M -$167K -503 -5%
RT
1222
Rockland Trust
Massachusetts
$3.17M +$29.5K +89 +0.9%
SAG
1223
Spotlight Asset Group
Illinois
$3.13M -$178K -536 -5%
OR
1224
Olympiad Research
Connecticut
$3.11M +$2.35M +7,087 +321%
SFFS
1225
Stonehage Fleming Financial Services
Jersey
$3.1M -$142K -428 -4%