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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1951
SkyView Investment Advisors
New Jersey
$2.71M -$3.75M -8,415 -60%
NSAM
1952
North Star Asset Management
Wisconsin
$2.71M -$89.5K -201 -3%
RSVP
1953
Ramsay Stattman Vela & Price
Colorado
$2.71M -$6.68K -15 -0.3%
RMAM
1954
Raab & Moskowitz Asset Management
New Jersey
$2.69M +$27.6K +62 +1%
IPW
1955
Impact Partnership Wealth
Georgia
$2.69M -$635K -1,426 -20%
BWM
1956
Baystate Wealth Management
Massachusetts
$2.69M +$145K +326 +6%
MC
1957
Middleton & Co
Massachusetts
$2.68M -$59.7K -134 -2%
GC
1958
Gilbert & Cook
Iowa
$2.68M -$31.6K -71 -1%
SWAG
1959
Spectrum Wealth Advisory Group
California
$2.67M +$343K +769 +16%
AAMA
1960
Advanced Asset Management Advisors
Ohio
$2.67M -$111K -249 -4%
CPSAC
1961
Chas P. Smith & Associates (CPS)
Florida
$2.67M
GCIM
1962
Gunn & Company Investment Management
Florida
$2.67M +$1.85M +4,160 +286%
TA
1963
Tactive Advisors
Florida
$2.67M -$2.13M -4,782 -46%
WMP
1964
Wealth Management Partners
Arizona
$2.66M +$17.4K +39 +0.7%
TW
1965
Towerpoint Wealth
California
$2.66M +$8.91K +20 +0.4%
LA
1966
Lifeworks Advisors
Michigan
$2.65M -$418K -938 -14%
AF
1967
Aldebaran Financial
$2.65M +$93.1K +209 +4%
MFS
1968
Madrona Financial Services
Washington
$2.64M -$1.11M -2,496 -31%
CHC
1969
City Holding Co
West Virginia
$2.63M -$25.4K -57 -1%
SN
1970
Sittner & Nelson
Oregon
$2.63M
DSC
1971
Duncker Streett & Co
Missouri
$2.63M +$222K +498 +10%
WAM
1972
WNY Asset Management
New York
$2.63M +$19.6K +44 +0.8%
AAMC
1973
Asset Allocation & Management Company
Illinois
$2.63M
PAMG
1974
Patton Albertson Miller Group
Tennessee
$2.62M +$407K +913 +20%
HNWAG
1975
High Net Worth Advisory Group
Florida
$2.61M +$22.3K +50 +0.9%