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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
2551
Strata Wealth Advisors
Texas
$1.67M -$786K -1,338 -31%
CPCM
2552
Cardinal Point Capital Management
Ontario, Canada
$1.67M +$981K +1,669 +128%
GFG
2553
Greystone Financial Group
Michigan
$1.67M -$10.6K -18 -0.6%
APW
2554
Aventura Private Wealth
Florida
$1.66M -$152K -258 -8%
PFG
2555
Prosperity Financial Group
California
$1.66M -$60.5K -103 -3%
TFG
2556
Taylor Financial Group
Virginia
$1.66M -$12.9K -22 -0.7%
AC
2557
AWM Capital
Arizona
$1.66M +$494K +841 +40%
AW
2558
Alaethes Wealth
Nevada
$1.66M -$1.32M -2,252 -43%
CYG
2559
Clean Yield Group
Vermont
$1.65M – – –
BOM
2560
Bank of Marin
California
$1.65M -$25.9K -44 -1%
WA
2561
Wambolt & Associates
Colorado
$1.65M -$153K -260 -8%
WWA
2562
Wingate Wealth Advisors
Massachusetts
$1.65M -$806K -1,371 -32%
EA
2563
Everpar Advisors
Oklahoma
$1.65M -$557K -947 -24%
ECM
2564
EMC Capital Management
Texas
$1.65M -$247K -420 -13%
RFA
2565
Register Financial Advisors
Georgia
$1.64M – – –
CPG
2566
Cornerstone Planning Group
New Jersey
$1.64M +$890K +1,514 +97%
LK
2567
Lumbard & Kellner
New Hampshire
$1.64M – – –
AAS
2568
Asset Allocation Strategies
Michigan
$1.64M -$444K -755 -20%
PCP
2569
Panoramic Capital Partners
Oregon
$1.64M -$289K -491 -13%
BHIA
2570
Birch Hill Investment Advisors
Massachusetts
$1.63M +$11.2K +19 +0.7%
MF
2571
Meridian Financial
Massachusetts
$1.63M -$20K -34 -1%
NOI
2572
Newton One Investments
Delaware
$1.63M -$21.2K -36 -1%
NA
2573
Navellier & Associates
Nevada
$1.63M -$147K -250 -8%
EB
2574
Exchange Bank
California
$1.63M -$3.53K -6 -0.2%
CWA
2575
Consilium Wealth Advisory
Texas
$1.63M +$4.11K +7 +0.2%
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