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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
APP
1351
Avantax Planning Partners
Iowa
$10M -$387K -603 -4%
HW
1352
Hedeker Wealth
Illinois
$10M -$263K -411 -3%
GC
1353
Greenvale Capital
United Kingdom
$9.99M -$4.17M -6,500 -30%
WA
1354
Wilmar Advisors
Florida
$9.99M – – –
DFA
1355
Davies Financial Advisors
California
$9.97M -$1.25M -1,957 -12%
GG
1356
GenWealth Group
New Jersey
$9.96M -$219K -341 -2%
Fisher Asset Management
1357
Fisher Asset Management
Washington
$9.95M +$5.63M +8,789 +143%
SHWM
1358
Smith & Howard Wealth Management
Georgia
$9.94M – – –
FMI
1359
F/M Investments
District of Columbia
$9.9M -$1.09M -1,698 -10%
CPWA
1360
Cerro Pacific Wealth Advisors
California
$9.88M -$511K -797 -5%
FWP
1361
FAS Wealth Partners
Kansas
$9.87M +$319K +498 +3%
FAB
1362
First American Bank
Illinois
$9.87M +$215K +335 +2%
BI
1363
Bolthouse Investments
California
$9.8M +$162K +253 +2%
SIA
1364
Schear Investment Advisers
Ohio
$9.76M -$484K -755 -5%
TCOV
1365
Trust Company of Vermont
Vermont
$9.75M -$16.7K -26 -0.2%
RWIA
1366
Roger Wittlin Investment Advisory
California
$9.75M -$1.63M -2,539 -15%
QPWM
1367
Quadrant Private Wealth Management
Pennsylvania
$9.74M +$5.13K +8 +0.1%
CGH
1368
CMG Global Holdings
Texas
$9.7M +$831K +1,296 +10%
CWMK
1369
Caliber Wealth Management (Kansas)
Kansas
$9.67M -$2.22M -3,465 -19%
PFM
1370
Phillips Financial Management
Indiana
$9.63M +$3.56M +5,559 +62%
CA
1371
Cannon Advisors
North Carolina
$9.63M +$182K +284 +2%
PFG
1372
Pinnacle Financial Group
Illinois
$9.62M -$235K -367 -2%
CBB
1373
Citizens Business Bank
California
$9.61M +$4.49K +7 +0%
CL
1374
CVFG LLC
Indiana
$9.6M +$271K +423 +3%
EWA
1375
Exencial Wealth Advisors
Oklahoma
$9.56M -$246K -384 -3%