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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
NWS
1851
Newport Wealth Strategies
California
$447K +$886 +3 +0.2%
LCH
1852
Lee Capital Holdings
New York
$445K -$381K -1,291 -46%
Russell Investments Group
1853
Russell Investments Group
United Kingdom
$445K -$266K -900 -38%
LWM
1854
Liberty Wealth Management
California
$444K
FMTC
1855
Farmers & Merchants Trust Company
California
$442K +$29.5K +100 +7%
CG
1856
Cynosure Group
Utah
$441K -$102K -344 -19%
CWM
1857
Cedar Wealth Management
California
$441K +$192K +650 +78%
TA
1858
TFG Advisers
Michigan
$440K +$44K +149 +11%
YAM
1859
Yacktman Asset Management
Texas
$438K +$225K +762 +107%
CTA
1860
Colonial Trust Advisors
South Carolina
$437K -$14.2K -48 -3%
WMSA
1861
Weiss Multi-Strategy Advisers
New York
$437K +$84.8K +287 +24%
CSA
1862
Cottage Street Advisors
Massachusetts
$433K +$38.7K +131 +10%
MPIA
1863
Mountain Pacific Investment Advisers
Idaho
$432K
WFM
1864
Wolff Financial Management
Michigan
$432K
SCA
1865
SMH Capital Advisors
Texas
$431K -$129K -438 -23%
HPCM
1866
High Pointe Capital Management
Illinois
$430K
DK
1867
Darrell & King
Virginia
$428K +$95.1K +322 +29%
BFIM
1868
Beese Fulmer Investment Management
Ohio
$426K -$33.4K -113 -7%
VBFP
1869
Valtinson Bruner Financial Planning
Minnesota
$423K -$87.2K -295 -17%
P
1870
&Partners
Tennessee
$422K
TF
1871
Tompkins Financial
New York
$421K +$182K +617 +77%
FMP
1872
Financial Management Professionals
Texas
$420K -$10.3K -35 -2%
PIA
1873
Pinion Investment Advisors
Kansas
$420K -$591 -2 -0.1%
FFG
1874
Frisch Financial Group
New York
$418K +$68.5K +232 +20%
EL
1875
Envoi LLC
Minnesota
$417K