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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
QAM
1801
Q3 Asset Management
Michigan
$4.28M +$1.23M +2,097 +38%
BFIM
1802
Beese Fulmer Investment Management
Ohio
$4.28M +$662K +1,126 +17%
PD
1803
Planning Directions
Pennsylvania
$4.27M +$4.12M +7,011 +1,122%
LCS
1804
Levin Capital Strategies
New York
$4.27M -$1.76M -2,996 -28%
RFA
1805
Resurgent Financial Advisors
Georgia
$4.27M +$558K +950 +14%
BFPW
1806
BOK Financial Private Wealth
Colorado
$4.26M +$689K +1,173 +18%
I
1807
INVST
Indiana
$4.26M -$580K -986 -11%
Russell Investments Group
1808
Russell Investments Group
United Kingdom
$4.26M -$157K -267 -3%
HIG
1809
Heritage Investment Group
Florida
$4.25M +$346K +588 +8%
SPP
1810
Single Point Partners
Massachusetts
$4.24M -$150K -256 -3%
OCM
1811
Objective Capital Management
Ohio
$4.23M -$3.37M -5,740 -43%
BF
1812
Blankinship & Foster
California
$4.22M +$474K +807 +12%
HPM
1813
Hoxton Planning & Management
West Virginia
$4.21M +$2.36M +4,017 +114%
AFG
1814
Allegheny Financial Group
Pennsylvania
$4.21M +$44.7K +76 +1%
CWM
1815
Chesapeake Wealth Management
Virginia
$4.2M -$74.1K -126 -2%
OP
1816
Orvieto Partners
Massachusetts
$4.2M +$4.41M +7,500 New
AIMC
1817
Alley Investment Management Company
Illinois
$4.18M +$17.6K +30 +0.4%
AWMM
1818
Aegis Wealth Management (Maryland)
Maryland
$4.18M
AIP
1819
Almanack Investment Partners
Pennsylvania
$4.18M -$430K -732 -9%
Marshall Wace
1820
Marshall Wace
United Kingdom
$4.17M -$4.75M -8,077 -52%
DIM
1821
Delta Investment Management
California
$4.17M -$120K -205 -3%
MAS
1822
Madden Advisory Services
Florida
$4.16M -$51.1K -87 -1%
DP
1823
DDD Partners
Washington
$4.16M -$6.72M -11,437 -61%
AF
1824
AtlasMark Financial
Texas
$4.16M
TLCM
1825
Twin Lakes Capital Management
California
$4.15M +$10.6K +18 +0.2%