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State Street SPDR S&P 500 ETF Trust
SPY

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Vision Retirement
1751
Vision Retirement
New Jersey
USD 6.56 M +USD 34.1 k +47 +0.5%
Veracity Capital
1752
Veracity Capital
Georgia
USD 6.56 M -USD 531 k -733 -8%
American National Bank & Trust
1753
American National Bank & Trust
Texas
USD 6.53 M -USD 203 k -280 -3%
Tradition Wealth Management
1754
Tradition Wealth Management
Minnesota
USD 6.53 M +USD 635 k +876 +11%
Baker Ellis Asset Management
1755
Baker Ellis Asset Management
Washington
USD 6.53 M +USD 725 +1 +0%
Goldstone Financial Group
1756
Goldstone Financial Group
Illinois
USD 6.49 M +USD 194 k +267 +3%
Quartz Partners
1757
Quartz Partners
New York
USD 6.48 M +USD 328 k +452 +5%
Focused Alpha LLC
1758
Focused Alpha LLC
Colorado
USD 6.48 M +USD 719 k +992 +13%
Curry Webb Wealth Management
1759
Curry Webb Wealth Management
Indiana
USD 6.46 M -USD 602 k -830 -9%
Breakwater Investment Management
1760
Breakwater Investment Management
Washington
USD 6.45 M -USD 16 k -22 -0.3%
Marietta Wealth Management
1761
Marietta Wealth Management
Georgia
USD 6.44 M -USD 247 k -340 -4%
Abel Hall LLC
1762
Abel Hall LLC
Louisiana
USD 6.43 M +USD 322 k +444 +5%
Aureus Asset Management
1763
Aureus Asset Management
Massachusetts
USD 6.41 M -USD 270 k -372 -4%
Evernest Financial Advisors
1764
Evernest Financial Advisors
Indiana
USD 6.41 M -USD 29 k -40 -0.5%
Sightline Wealth Advisors
1765
Sightline Wealth Advisors
Connecticut
USD 6.4 M +USD 13.8 k +19 +0.2%
Legacy Financial Strategies
1766
Legacy Financial Strategies
Kansas
USD 6.39 M -USD 7.98 k -11 -0.1%
Black Diamond Financial
1767
Black Diamond Financial
Maryland
USD 6.38 M +USD 1.94 M +2,670 +45%
CIA
1768
Cape Investment Advisory
Georgia
USD 6.35 M +USD 318 k +439 +5%
Beese Fulmer Investment Management
1769
Beese Fulmer Investment Management
Ohio
USD 6.35 M +USD 141 k +195 +2%
Weaver Capital Management
1770
Weaver Capital Management
Georgia
USD 6.34 M – – –
Arrowroot Family Office
1771
Arrowroot Family Office
California
USD 6.33 M +USD 115 k +159 +2%
Baron Wealth Management
1772
Baron Wealth Management
Michigan
USD 6.32 M -USD 10.9 k -15 -0.2%
Creative Financial Designs
1773
Creative Financial Designs
Indiana
USD 6.32 M -USD 817 k -1,127 -12%
Stephen J. Garry & Associates
1774
Stephen J. Garry & Associates
New York
USD 6.32 M -USD 188 k -259 -3%
Sierra Capital
1775
Sierra Capital
Florida
USD 6.3 M +USD 308 k +425 +5%
69 70
71
72 73