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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Boston Partners
1451
Boston Partners
Massachusetts
$8.54M +$255K +375 +3%
CAM
1452
Carret Asset Management
New York
$8.53M +$187K +275 +2%
WA
1453
WBH Advisory
Maryland
$8.49M +$11.6K +17 +0.1%
CAC
1454
Certified Advisory Corp
Florida
$8.48M -$202K -297 -2%
HP
1455
Harvey Partners
New York
$8.45M +$8.84M +13,000 New
BTI
1456
Blue Trust Inc
Georgia
$8.45M -$1.47M -2,169 -14%
LOWM
1457
Laurel Oak Wealth Management
New Jersey
$8.43M -$258K -379 -3%
IF
1458
IRON Financial
Illinois
$8.42M -$533K -784 -6%
RI
1459
Ruggiero Investments
Florida
$8.4M +$1.6M +2,354 +22%
ZIC
1460
ZWJ Investment Counsel
Georgia
$8.4M +$1.68M +2,477 +24%
MF
1461
Montis Financial
Massachusetts
$8.4M -$614K -903 -7%
FCCM
1462
First City Capital Management
Georgia
$8.39M -$26.5K -39 -0.3%
WG
1463
Warner Group
Connecticut
$8.38M +$542K +797 +7%
CFO
1464
Collective Family Office
Pennsylvania
$8.37M -$120K -177 -1%
UA
1465
URS Advisory
Florida
$8.37M +$992K +1,459 +13%
LHP
1466
Lexington Hill Partners
Texas
$8.37M +$736K +1,082 +9%
MPCA
1467
Madison Park Capital Advisors
Washington
$8.37M +$202K +297 +2%
ACM
1468
AlphaStar Capital Management
North Carolina
$8.37M -$94.5K -139 -1%
IP
1469
Ignite Planners
California
$8.36M -$51.7K -76 -0.6%
LTL
1470
Lowery Thomas LLC
California
$8.35M -$345K -507 -4%
LWM
1471
Latko Wealth Management
Illinois
$8.35M -$358K -526 -4%
HIA
1472
Harbor Investment Advisory
Maryland
$8.35M -$1.09M -1,600 -11%
BHWM
1473
Bar Harbor Wealth Management
New Hampshire
$8.28M +$244K +359 +3%
HPA
1474
High Probability Advisors
New York
$8.27M +$6.83M +10,050 +376%
NRG
1475
Nemes Rush Group
Michigan
$8.27M -$3.75M -5,510 -30%