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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
1451
Trust Company of Vermont
Vermont
$9.74M -$241K -356 -2%
JWM
1452
Jupiter Wealth Management
Colorado
$9.74M +$408K +603 +4%
Lazard Asset Management
1453
Lazard Asset Management
New York
$9.73M +$1.27M +1,876 +15%
EWA
1454
Etesian Wealth Advisors
Oregon
$9.72M +$264K +391 +3%
BI
1455
Bolthouse Investments
California
$9.69M -$347K -513 -3%
RBFC
1456
Roman Butler Fullerton & Co
Missouri
$9.68M +$441K +653 +5%
Cassaday & Co Wealth Management
1457
Cassaday & Co Wealth Management
Virginia
$9.68M +$1.5M +2,215 +18%
MAM
1458
McLaughlin Asset Management
Illinois
$9.62M +$9.54M +14,108 New
PFG
1459
Pinnacle Financial Group
Illinois
$9.62M -$230K -341 -2%
Cambridge Associates
1460
Cambridge Associates
Massachusetts
$9.62M +$3.38K +5 +0%
HPM
1461
Hoxton Planning & Management
West Virginia
$9.61M +$2.4M +3,553 +34%
VFM
1462
Vision Financial Markets
Connecticut
$9.61M +$82.5K +122 +0.9%
FF
1463
Formulate Financial
Florida
$9.59M +$222K +328 +2%
LT
1464
Legacy Trust
Michigan
$9.57M -$124K -184 -1%
ACM
1465
Absolute Capital Management
Pennsylvania
$9.56M +$1.46M +2,163 +18%
HSG
1466
Helen Stephens Group
Texas
$9.56M +$32.4K +48 +0.3%
PFM
1467
Phillips Financial Management
Indiana
$9.51M -$341K -504 -3%
ACM
1468
Alethea Capital Management
Washington
$9.5M +$9.41M +13,927 New
WA
1469
Waddell & Associates
Tennessee
$9.49M +$67.6K +100 +0.7%
CAM
1470
Columbia Asset Management
Michigan
$9.47M -$179K -265 -2%
AWMM
1471
Aegis Wealth Management (Maryland)
Maryland
$9.46M -$1.49M -2,208 -14%
WTA
1472
Washington Trust Advisors
Massachusetts
$9.44M +$10.1K +15 +0.1%
JEST
1473
JTC Employer Solutions Trustee
Jersey
$9.43M – – –
MF
1474
Montis Financial
Massachusetts
$9.42M -$866K -1,282 -8%
RWM
1475
Rench Wealth Management
Texas
$9.42M +$933K +1,381 New