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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
S
1351
StratiFi
California
$153K +$29.9M +147,194 New
ANBT
1352
American National Bank & Trust
Texas
$152K – – –
CDIA
1353
Capital Directions Investment Advisors
Georgia
$151K +$2.23K +11 +1%
CPIG
1354
Chicago Partners Investment Group
Illinois
$149K +$811 +4 +0.5%
SEIA
1355
Signature Estate & Investment Advisors
California
$130K +$16.2K +80 +13%
MCM
1356
MV Capital Management
Maryland
$128K – – –
TC
1357
Trust Company
Kansas
$126K +$5.07K +25 +4%
LFR
1358
Lehman Financial Resources
Pennsylvania
$122K +$6.9K +34 +6%
CAW
1359
Cornerstone Advisors (Washington)
Washington
$116K +$65.9K +325 +116%
NFG
1360
NewFocus Financial Group
Washington
$110K -$339K -1,671 -56%
RWA
1361
Ropes Wealth Advisors
Massachusetts
$107K -$81.1K -400 -42%
HI
1362
Hudock Inc
Pennsylvania
$105K +$5.68K +28 +5%
LOT
1363
Lombard Odier Transatlantic
Quebec, Canada
$102K -$2.59M -12,790 -96%
FWM
1364
Focused Wealth Management
New York
$102K +$6.69K +33 +7%
MSFP
1365
Mark Sheptoff Financial Planning
Connecticut
$98K +$50.7K +250 +96%
Victory Capital Management
1366
Victory Capital Management
Texas
$89K -$32K -158 -25%
TCM
1367
Tradewinds Capital Management
Washington
$88K +$54.4K +268 +140%
LWM
1368
Lenox Wealth Management
Ohio
$87K +$23.9K +118 +35%
SAM
1369
Shamrock Asset Management
Texas
$80K -$100K -495 -54%
JA
1370
JOYN Advisors
Georgia
$78K – – –
FPFS
1371
First Personal Financial Services
North Carolina
$77K – – –
SSG
1372
Summit Securities Group
New York
$76K -$1.74M -8,563 -96%
DSI
1373
Daiwa SB Investments
Japan
$71K -$14.9M -73,601 -99%
RAM
1374
Riggs Asset Management
Pennsylvania
$67K -$141K -695 -67%
TFO
1375
Tarbox Family Office
California
$65K – – –