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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1676
Ducere Wealth Management
California
$7.27M -$226K -312 -3%
LA
1677
Latitude Advisors
Florida
$7.27M +$523K +721 +8%
LI
1678
LRI Investments
Florida
$7.26M +$18.1K +25 +0.3%
EIG
1679
Ellenbecker Investment Group
Wisconsin
$7.26M -$281K -388 -4%
RMP
1680
Richards, Merrill & Peterson
Washington
$7.23M +$213K +294 +3%
CM
1681
Cercano Management
Washington
$7.21M -$33.4M -46,128 -83%
FFW
1682
Fusion Family Wealth
New York
$7.2M +$2.9K +4 +0%
WPC
1683
White Pine Capital
Minnesota
$7.18M +$199K +275 +3%
BWA
1684
BlueSky Wealth Advisors
North Carolina
$7.16M +$1.92M +2,642 +38%
SIA
1685
SGL Investment Advisors
Montana
$7.16M +$811K +1,118 +14%
MCM
1686
Maple Capital Management
Vermont
$7.15M +$3.63M +5,001 +109%
PIP
1687
Peachtree Investment Partners
Florida
$7.14M +$1.76M +2,421 +34%
HWA
1688
HCR Wealth Advisors
California
$7.14M -$260K -359 -4%
MMHP
1689
Murphy Middleton Hinkle & Parker
Georgia
$7.09M -$4.35K -6 -0.1%
Kayne Anderson Rudnick Investment Management
1690
Kayne Anderson Rudnick Investment Management
California
$7.06M -$275K -379 -4%
FCM
1691
Fogel Capital Management
Florida
$7.06M +$299K +413 +5%
OIM
1692
Orca Investment Management
Oregon
$7.05M -$97.2K -134 -1%
GI
1693
GAMMA Investing
California
$7.05M -$141K -194 -2%
GA
1694
GSG Advisors
New Jersey
$7.04M +$7.97K +11 +0.1%
AFG
1695
Allegheny Financial Group
Pennsylvania
$7.04M +$37K +51 +0.5%
NA
1696
Nautilus Advisors
California
$7.03M -$50.8K -70 -0.7%
GSIAS
1697
Garden State Investment Advisory Services
New Jersey
$7.03M +$107K +148 +2%
AWMM
1698
Aegis Wealth Management (Maryland)
Maryland
$7.02M -$1.79M -2,467 -21%
IWA
1699
IBEX Wealth Advisors
New Jersey
$7M -$1.17M -1,610 -15%
HW
1700
HORAN Wealth
Ohio
$7M +$18.1K +25 +0.3%