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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
RW
1976
RVW Wealth
California
$1M +$256K +664 New
DIA
1977
Dean Investment Associates
Ohio
$996K +$4.24K +11 +0.4%
OBWP
1978
O'Brien Wealth Partners
Massachusetts
$995K +$3.08K +8 +0.3%
FFG
1979
Frisch Financial Group
New York
$994K -$67.5K -175 -7%
WF
1980
WoodTrust Financial
Wisconsin
$994K +$91.4K +237 +10%
OPA
1981
Old Port Advisors
Maine
$992K +$149K +387 +18%
RDWM
1982
Red Door Wealth Management
Tennessee
$987K +$959K +2,486 New
MA
1983
Menlo Advisors
California
$982K +$177K +460 +23%
HPA
1984
High Probability Advisors
New York
$980K +$177K +458 +23%
FNB
1985
Farmers National Bank
Kentucky
$971K -$38.6K -100 -4%
BCA
1986
Biltmore Capital Advisors
New Jersey
$970K +$261K +676 +38%
MIG
1987
McGuire Investment Group
Rhode Island
$967K -$93.3K -242 -9%
MGIA
1988
Matthew Goff Investment Advisor
Texas
$962K -$131K -340 -12%
PFA
1989
Plotkin Financial Advisors
Maryland
$960K -$383K -994 -29%
LKIM
1990
Lawson Kroeker Investment Management
Nebraska
$959K -$57.8K -150 -6%
KOMWMG
1991
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$955K +$19.3K +50 +2%
BWM
1992
Baystate Wealth Management
Massachusetts
$950K -$80.6K -209 -8%
W
1993
WealthStone
Ohio
$950K
GPA
1994
Garrison Point Advisors
California
$949K +$9.64K +25 +1%
DJYG
1995
David J. Yvars Group
Florida
$948K -$42.4K -110 -4%
CCG
1996
Capital CS Group
California
$942K +$52.4K +136 +6%
TCM
1997
Teza Capital Management
Illinois
$942K +$917K +2,378 New
VC
1998
Vestor Capital
Illinois
$940K -$1.93K -5 -0.2%
PS
1999
Portfolio Solutions
Michigan
$940K
PA
2000
Parkside Advisors
California
$940K +$771 +2 +0.1%