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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
CDIA
1276
Capital Directions Investment Advisors
Georgia
$740K -$929 -4 -0.1%
PAS
1277
Professional Advisory Services
Florida
$738K +$66.2K +285 +10%
RSA
1278
Robertson Stephens Advisors
California
$736K -$5.04M -21,675 -87%
MBA
1279
McQueen Ball & Associates
Pennsylvania
$736K -$32.3K -139 -4%
GC
1280
Gibson Capital
Pennsylvania
$727K
LWM
1281
Lyell Wealth Management
California
$724K +$9.99K +43 +1%
BHIA
1282
Birch Hill Investment Advisors
Massachusetts
$721K -$84.3K -363 -11%
RVM
1283
Robinson Value Management
Texas
$720K -$858K -3,691 -55%
BPB
1284
Badgley, Phelps & Bell
Washington
$718K -$2M -8,598 -74%
SCA
1285
Stillwater Capital Advisors
Pennsylvania
$718K
CAM
1286
Covenant Asset Management
New Jersey
$713K -$117K -505 -14%
AB
1287
AT Bancorp
Iowa
$711K -$1.61M -6,950 -70%
AIA
1288
Allegis Investment Advisors
Idaho
$705K -$338K -1,454 -33%
CPA
1289
Capital Planning Advisors
California
$704K -$58.1K -250 -8%
BO
1290
BRR OpCo
Ohio
$704K +$48.1K +207 +7%
TCM
1291
Telos Capital Management
California
$701K -$69.5K -299 -9%
O
1292
OppenheimerFunds
New York
$697K +$687K +2,958 New
FAM
1293
Flaharty Asset Management
Florida
$694K +$687K +2,958 New
ZCI
1294
Zevenbergen Capital Investments
Washington
$690K -$12.8K -55 -2%
SWM
1295
Stockman Wealth Management
Montana
$684K
LWIC
1296
Leith Wheeler Investment Counsel
British Columbia, Canada
$684K +$674K +2,900 New
IHL
1297
Investment House LLC
California
$676K
CAM
1298
Concorde Asset Management
Michigan
$676K +$20.2K +87 +3%
LCC
1299
Lincoln Capital Corp
Rhode Island
$672K +$662K +2,850 New
FCCM
1300
First City Capital Management
Georgia
$670K -$5.81K -25 -0.9%