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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
IPW
1701
Impact Partnership Wealth
Georgia
$5.72M +$632K +1,073 +12%
OIM
1702
Orca Investment Management
Oregon
$5.72M -$252K -428 -4%
DWM
1703
Defined Wealth Management
Oregon
$5.71M -$31.8K -54 -0.6%
DFA
1704
DHK Financial Advisors
New Hampshire
$5.69M +$451K +766 +9%
KA
1705
Kearns & Associates
California
$5.66M
TWA
1706
TCI Wealth Advisors
Arizona
$5.65M -$4.71K -8 -0.1%
SIC
1707
Samalin Investment Counsel
New York
$5.65M +$531K +902 +10%
JWBC
1708
John W. Brooker & Co
California
$5.65M +$21.2K +36 +0.4%
MF
1709
Montis Financial
Massachusetts
$5.63M +$66K +112 +1%
FCM
1710
Fire Capital Management
California
$5.63M +$5.66M +9,600 New
AFG
1711
Arkansas Financial Group
Arkansas
$5.61M -$468K -794 -8%
WA
1712
Waddell & Associates
Tennessee
$5.6M -$207K -351 -4%
GSWM
1713
Greenup Street Wealth Management
Michigan
$5.59M +$814K +1,381 +17%
Polen Capital Management
1714
Polen Capital Management
Florida
$5.59M +$4.52M +7,676 +412%
MPCA
1715
Madison Park Capital Advisors
Washington
$5.58M -$13.6K -23 -0.2%
PCMF
1716
Private Capital Management (Florida)
Florida
$5.58M +$15.9K +27 +0.3%
APW
1717
Austin Private Wealth
Texas
$5.58M +$551K +936 +11%
SFS
1718
Shaker Financial Services
Virginia
$5.56M +$4.49M +7,625 +417%
GIA
1719
Guyasuta Investment Advisors
Pennsylvania
$5.55M +$1.18K +2 +0%
BIG
1720
Brooklyn Investment Group
New York
$5.54M +$811K +1,376 +17%
MWP
1721
Madison Wealth Partners
Wisconsin
$5.53M -$3.54K -6 -0.1%
MIM
1722
MTM Investment Management
South Carolina
$5.53M -$46K -78 -0.8%
CFS
1723
Coordinated Financial Services
Colorado
$5.53M +$5.56M +9,435 New
RT
1724
Rockland Trust
Massachusetts
$5.52M +$11.2K +19 +0.2%
LIM
1725
Loudon Investment Management
New Hampshire
$5.51M +$169K +286 +3%