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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1751
Concorde Asset Management
Michigan
$5.73M -$802K -1,179 -12%
SRC
1752
Sage Rhino Capital
California
$5.7M +$11.6K +17 +0.2%
RRA
1753
Round Rock Advisors
Connecticut
$5.69M -$2.26M -3,324 -28%
VR
1754
Vision Retirement
New Jersey
$5.69M -$132K -194 -2%
SAM
1755
Secure Asset Management
Michigan
$5.68M -$1.53M -2,248 -20%
BEAM
1756
Baker Ellis Asset Management
Washington
$5.68M -$51.7K -76 -0.9%
WWA
1757
Wealth Watch Advisors
Colorado
$5.68M +$1.06M +1,555 +22%
SJGA
1758
Stephen J. Garry & Associates
New York
$5.67M -$286K -421 -5%
CRWM
1759
Castle Rock Wealth Management
California
$5.67M +$76.8K +113 +1%
VWA
1760
Visionary Wealth Advisors
Illinois
$5.67M +$717K +1,054 +14%
BIM
1761
Breakwater Investment Management
Washington
$5.63M +$20.4K +30 +0.3%
CVA
1762
Central Valley Advisors
California
$5.61M +$78.2K +115 +1%
OCM
1763
Oribel Capital Management
New York
$5.59M +$612K +900 +12%
FP
1764
Fiduciary Planning
Florida
$5.58M -$583K -858 -9%
LFS
1765
Legacy Financial Strategies
Kansas
$5.57M -$59.2K -87 -1%
SWA
1766
Sightline Wealth Advisors
Connecticut
$5.56M +$10.2K +15 +0.2%
TIAA Trust, National Association
1767
TIAA Trust, National Association
North Carolina
$5.54M -$177M -259,717 -97%
OFW
1768
Omnia Family Wealth
Florida
$5.54M -$770K -1,132 -12%
LFG
1769
Leverty Financial Group
Wisconsin
$5.52M -$291K -428 -5%
BWM
1770
Baron Wealth Management
Michigan
$5.52M -$37.4K -55 -0.6%
AB
1771
Atlas Brown
Kentucky
$5.51M -$285K -419 -5%
OBWG
1772
Onyx Bridge Wealth Group
New York
$5.48M -$196K -288 -3%
CFS
1773
Coordinated Financial Services
Colorado
$5.48M -$68.7K -101 -1%
GFG
1774
Goldstone Financial Group
Illinois
$5.48M -$290K -426 -5%
BA
1775
Bellwether Advisors
Nebraska
$5.47M +$1.36K +2 +0%