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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
SN
2076
Sittner & Nelson
Oregon
$3M +$40.6K +69 +1%
KOC
2077
Koss-Olinger Consulting
Florida
$3M +$3.15M +5,355 New
GWA
2078
Geometric Wealth Advisors
District of Columbia
$2.99M -$47K -80 -1%
MC
2079
Middleton & Co
Massachusetts
$2.99M -$61.7K -105 -2%
TPWA
2080
TRUE Private Wealth Advisors
Oregon
$2.99M -$145K -246 -4%
MIAS
2081
Mason Investment Advisory Services
Virginia
$2.99M -$47.6K -81 -1%
WPC
2082
Waters Parkerson & Co
Louisiana
$2.98M +$8.82K +15 +0.3%
CRIG
2083
Charter Research & Investment Group
Connecticut
$2.98M
MMPW
2084
Mitchell McLeod Pugh & Williams
Alabama
$2.98M -$4.7K -8 -0.1%
WTFG
2085
Wood Tarver Financial Group
Idaho
$2.98M +$97.6K +166 +3%
ECAM
2086
East Coast Asset Management
Massachusetts
$2.98M
Eagle Capital Management (New York)
2087
Eagle Capital Management (New York)
New York
$2.97M -$78.6M -133,655 -96%
BC
2088
Burney Company
Virginia
$2.97M -$2.72M -4,628 -47%
EWS
2089
Eagle Wealth Strategies
New Jersey
$2.97M +$588 +1 +0%
IIC
2090
Ironwood Investment Counsel
Arizona
$2.97M -$382K -650 -11%
YCM
2091
Yost Capital Management
Texas
$2.96M -$8.29M -14,100 -73%
EK
2092
Evensky & Katz
Florida
$2.96M +$140K +239 +5%
FA
2093
Fountainhead AM
New Jersey
$2.96M +$1.05M +1,791 +51%
CPW
2094
Cove Private Wealth
New York
$2.96M +$322K +548 +12%
EP
2095
EPIQ Partners
Minnesota
$2.95M +$588 +1 +0%
SFWA
2096
Summit Financial Wealth Advisors
Louisiana
$2.94M +$9.4K +16 +0.3%
EA
2097
Evergreen Advisors
Tennessee
$2.94M -$359K -611 -10%
CAM
2098
Congress Asset Management
Massachusetts
$2.93M -$1.61M -2,739 -34%
1832 Asset Management
2099
1832 Asset Management
Ontario, Canada
$2.93M -$23.2M -39,401 -88%
FSWA
2100
Financial Synergies Wealth Advisors
Texas
$2.93M +$166K +282 +6%