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State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCAL
1476
City Center Advisors LLC
Michigan
$251K -$22.1K -259 -8%
GA
1477
GSG Advisors
New Jersey
$249K – – –
Y-Intercept (HK)
1478
Y-Intercept (HK)
Hong Kong
$248K +$241K +2,823 New
IAAG
1479
Innovative Asset Advisors Group
Connecticut
$248K -$12.7K -149 -5%
ESB
1480
Essex Savings Bank
Connecticut
$248K -$2.64K -31 -1%
AlTi Global
1481
AlTi Global
New York
$247K +$240K +2,811 New
Edgemoor Investment Advisors
1482
Edgemoor Investment Advisors
Maryland
$246K -$74.7K -875 -24%
CWA
1483
CogentBlue Wealth Advisors
Tennessee
$246K – – –
Kendall Capital Management
1484
Kendall Capital Management
Maryland
$243K – – –
Fagan Associates
1485
Fagan Associates
New York
$242K – – –
Coastal Bridge Advisors
1486
Coastal Bridge Advisors
Connecticut
$241K +$85 +1 +0%
Glen Eagle Advisors
1487
Glen Eagle Advisors
New Jersey
$240K +$16K +187 +7%
Naviter Wealth
1488
Naviter Wealth
Arkansas
$240K +$233K +2,727 New
STAS
1489
Strong Tower Advisory Services
Minnesota
$239K +$232K +2,724 New
GTWM
1490
Global Trust Wealth Management
Florida
$239K +$232K +2,715 New
Winthrop Advisory Group
1491
Winthrop Advisory Group
Massachusetts
$238K +$231K +2,708 New
VFG
1492
V2 Financial group
Illinois
$238K – – –
CNBOF
1493
City National Bank of Florida
Florida
$237K -$1.28K -15 -0.6%
GFA
1494
Godfrey Financial Associates
New York
$237K +$9.3K +109 +4%
Summit Wealth Partners
1495
Summit Wealth Partners
Florida
$237K +$230K +2,694 New
KWM
1496
Kingsman Wealth Management
Florida
$237K +$230K +2,693 New
F.L. Putnam Investment Management
1497
F.L. Putnam Investment Management
Massachusetts
$237K +$230K +2,693 New
Cypress Capital Group
1498
Cypress Capital Group
Florida
$235K +$228K +2,674 New
Sage Mountain Advisors
1499
Sage Mountain Advisors
Georgia
$233K – – –
BFG
1500
Broussard Financial Group
Louisiana
$233K – – –