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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1726
Lenox Wealth Management
Ohio
$279K +$9.45K +35 +4%
BI
1727
Bramshill Investments
Florida
$276K -$51K -189 -16%
TWM
1728
Tanglewood Wealth Management
Texas
$276K – – –
CW
1729
Cobiz Wealth
Colorado
$275K – – –
VWM
1730
Valley Wealth Managers
New Jersey
$275K +$51K +189 +23%
DA
1731
DSC Advisors
Illinois
$274K -$615K -2,277 -69%
CWA
1732
Cypress Wealth Advisors
California
$274K – – –
MIP
1733
Marietta Investment Partners
Wisconsin
$273K – – –
DE
1734
Day & Ennis
Georgia
$273K +$540 +2 +0.2%
PCM
1735
Palisade Capital Management
New Jersey
$271K -$500K -1,850 -65%
Zurich Cantonal Bank
1736
Zurich Cantonal Bank
Switzerland
$271K -$189K -700 -41%
WWMSC
1737
Wagner Wealth Management (South Carolina)
South Carolina
$271K +$17K +63 +7%
ACM
1738
AlphaStar Capital Management
North Carolina
$271K +$22.4K +83 +9%
SIM
1739
Sonora Investment Management
Arizona
$269K +$22.4K +83 +9%
TA
1740
TMD & Associates
Arizona
$268K – – –
SIS
1741
Sound Income Strategies
Florida
$267K -$89.4K -331 -25%
NOCM
1742
Night Owl Capital Management
Connecticut
$264K -$4.59K -17 -2%
PCA
1743
Private Capital Advisors
Connecticut
$264K – – –
BC
1744
Blackhill Capital
New Jersey
$263K +$13.8K +51 +6%
TI
1745
TTP Investments
California
$262K +$41K +152 +19%
WPA
1746
Winning Points Advisors
Florida
$260K – – –
BFM
1747
Broadview Financial Management
Wisconsin
$260K +$1.08K +4 +0.4%
SP
1748
Symmetry Partners
Connecticut
$260K +$259K +959 New
FLA
1749
Financial Life Advisors
Texas
$259K – – –
SFC
1750
SYM Financial Corp
Indiana
$256K -$7.29K -27 -3%