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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1751
Marietta Wealth Management
Georgia
$6.44M -$247K -340 -4%
AHL
1752
Abel Hall LLC
Louisiana
$6.43M +$322K +444 +5%
AAM
1753
Aureus Asset Management
Massachusetts
$6.41M -$270K -372 -4%
EFA
1754
Evernest Financial Advisors
Indiana
$6.41M -$29K -40 -0.5%
SWA
1755
Sightline Wealth Advisors
Connecticut
$6.4M +$13.8K +19 +0.2%
LFS
1756
Legacy Financial Strategies
Kansas
$6.39M -$7.97K -11 -0.1%
BDF
1757
Black Diamond Financial
Maryland
$6.38M +$1.94M +2,670 +45%
CIA
1758
Cape Investment Advisory
Georgia
$6.35M +$318K +439 +5%
BFIM
1759
Beese Fulmer Investment Management
Ohio
$6.35M +$141K +195 +2%
WCM
1760
Weaver Capital Management
Georgia
$6.34M
AFO
1761
Arrowroot Family Office
California
$6.33M +$115K +159 +2%
BWM
1762
Baron Wealth Management
Michigan
$6.32M -$10.9K -15 -0.2%
CFD
1763
Creative Financial Designs
Indiana
$6.32M -$817K -1,127 -12%
SJGA
1764
Stephen J. Garry & Associates
New York
$6.32M -$188K -259 -3%
SC
1765
Sierra Capital
Florida
$6.3M +$308K +425 +5%
SAM
1766
Secure Asset Management
Michigan
$6.3M -$220K -304 -3%
PI
1767
Parkside Investments
Illinois
$6.29M +$1.31M +1,807 +27%
WAS
1768
Winch Advisory Services
Wisconsin
$6.28M +$329K +454 +6%
XF
1769
XML Financial
Maryland
$6.27M +$243K +335 +4%
TIAA Trust, National Association
1770
TIAA Trust, National Association
North Carolina
$6.26M -$104K -144 -2%
BA
1771
Bellwether Advisors
Nebraska
$6.25M -$24.6K -34 -0.4%
WAL
1772
W Advisors LLC
Tennessee
$6.25M +$725 +1 +0%
OFW
1773
Omnia Family Wealth
Florida
$6.24M -$120K -165 -2%
FWM
1774
ForthRight Wealth Management
Georgia
$6.23M -$7.97K -11 -0.1%
LFG
1775
Leverty Financial Group
Wisconsin
$6.23M -$103K -142 -2%