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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
LWP
2151
Legacy Wealth Planning
Nevada
$363K -$2.93K -10 -0.8%
WA
2152
WealthTrust Axiom
Pennsylvania
$356K -$58.5K -200 -15%
WC
2153
Whitney & Co
New York
$356K -$36.6K -125 -10%
IMOV
2154
Investment Management of Virginia
Virginia
$356K +$58.5K +200 +21%
SCM
2155
Stellar Capital Management
Arizona
$355K -$82K -280 -20%
TFA
2156
TPG Financial Advisors
Oregon
$354K -$117K -399 -26%
GBBWRPM
2157
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$354K -$95.1K -325 -22%
FFG
2158
Ford Financial Group
California
$353K -$79.3K -271 -19%
MWM
2159
Maltin Wealth Management
New Jersey
$350K -$710K -2,427 -68%
FNFDCM
2160
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$348K
IF
2161
Ironwood Financial
Arizona
$348K
SNB
2162
Security National Bank
Nebraska
$346K
ACM
2163
Azimuth Capital Management
Michigan
$344K -$2.37M -8,096 -88%
PFM
2164
Peak Financial Management
Massachusetts
$344K -$4.39K -15 -1%
QWM
2165
QP Wealth Management
New Jersey
$341K -$176K -600 -35%
AFM
2166
Abbot Financial Management
Massachusetts
$341K
JWM
2167
JFG Wealth Management
Colorado
$341K +$323K +1,105 New
HWA
2168
Heartwood Wealth Advisors
Virginia
$340K
RWA
2169
Redhawk Wealth Advisors
Minnesota
$340K +$323K +1,104 New
CNFG
2170
Creegan & Nassoura Financial Group
New Hampshire
$339K
LFG
2171
LifePlan Financial Group
Ohio
$339K
CMBA
2172
C.M. Bidwell & Associates
Hawaii
$336K +$878 +3 +0.3%
MCM
2173
Monarch Capital Management
Indiana
$334K -$2.93K -10 -0.9%
CWM
2174
Cranbrook Wealth Management
Michigan
$332K -$306K -1,044 -49%
AA
2175
AF Advisors
California
$332K