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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
BWG
1751
Beta Wealth Group
California
$5.74M -$696K -1,023 -10%
MGWM
1752
Marks Group Wealth Management
Minnesota
$5.74M -$507K -745 -8%
SAM
1753
S.A. Mason
Michigan
$5.73M -$66.6K -98 -1%
DIM
1754
Delta Investment Management
California
$5.73M -$218K -320 -4%
CAM
1755
Concorde Asset Management
Michigan
$5.73M -$802K -1,179 -12%
SRC
1756
Sage Rhino Capital
California
$5.7M +$11.6K +17 +0.2%
RRA
1757
Round Rock Advisors
Connecticut
$5.69M -$2.26M -3,324 -28%
VR
1758
Vision Retirement
New Jersey
$5.69M -$132K -194 -2%
SAM
1759
Secure Asset Management
Michigan
$5.68M -$1.53M -2,248 -20%
BEAM
1760
Baker Ellis Asset Management
Washington
$5.68M -$51.7K -76 -0.9%
WWA
1761
Wealth Watch Advisors
Colorado
$5.68M +$1.06M +1,555 +22%
SJGA
1762
Stephen J. Garry & Associates
New York
$5.67M -$286K -421 -5%
CRWM
1763
Castle Rock Wealth Management
California
$5.67M +$76.8K +113 +1%
VWA
1764
Visionary Wealth Advisors
Illinois
$5.67M +$717K +1,054 +14%
BIM
1765
Breakwater Investment Management
Washington
$5.63M +$20.4K +30 +0.3%
CVA
1766
Central Valley Advisors
California
$5.61M +$78.2K +115 +1%
Oribel Capital Management
1767
Oribel Capital Management
New York
$5.59M +$612K +900 +12%
FP
1768
Fiduciary Planning
Florida
$5.58M -$583K -858 -9%
LFS
1769
Legacy Financial Strategies
Kansas
$5.57M -$59.2K -87 -1%
SWA
1770
Sightline Wealth Advisors
Connecticut
$5.56M +$10.2K +15 +0.2%
TIAA Trust, National Association
1771
TIAA Trust, National Association
North Carolina
$5.54M -$177M -259,717 -97%
OFW
1772
Omnia Family Wealth
Florida
$5.54M -$770K -1,132 -12%
LFG
1773
Leverty Financial Group
Wisconsin
$5.52M -$291K -428 -5%
BWM
1774
Baron Wealth Management
Michigan
$5.52M -$37.4K -55 -0.6%
AB
1775
Atlas Brown
Kentucky
$5.51M -$285K -419 -5%