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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
2776
DHK Financial Advisors
New Hampshire
$913K -$423K -809 -33%
FSA
2777
Fort Sheridan Advisors
Illinois
$913K +$173K +330 +24%
LOPW
2778
Live Oak Private Wealth
North Carolina
$911K -$24.1K -46 -3%
LAS
2779
Legacy Advisory Services
Pennsylvania
$910K +$380K +726 +77%
VT
2780
Vise Technologies
New York
$908K +$248K +473 +40%
CWP
2781
Core Wealth Partners
California
$907K +$86.4K +165 +11%
6F
2782
626 Financial
Michigan
$906K – – –
CTA
2783
Colonial Trust Advisors
South Carolina
$903K -$120K -229 -12%
CTC
2784
Corundum Trust Company
South Dakota
$903K +$869K +1,660 New
AWA
2785
ARQ Wealth Advisors
Arizona
$903K -$166K -318 -16%
OAP
2786
One Advisory Partners
Kansas
$903K – – –
JWWM
2787
Johnson & White Wealth Management
Pennsylvania
$902K – – –
BCM
2788
Buckhead Capital Management
Georgia
$902K +$2.09K +4 +0.2%
GCM
2789
Gables Capital Management
Florida
$900K +$57.6K +110 +7%
BTIM
2790
BancFirst Trust & Investment Management
Oklahoma
$899K +$9.94K +19 +1%
PPWM
2791
Paragon Private Wealth Management
Kentucky
$897K +$240K +458 +38%
MCM
2792
McDonough Capital Management
Florida
$897K +$17.3K +33 +2%
SC
2793
Sinecera Capital
Texas
$896K – – –
UAM
2794
Unison Asset Management
Florida
$895K – – –
FWM
2795
Fortress Wealth Management
California
$894K +$2.09K +4 +0.2%
WAM
2796
Weatherly Asset Management
California
$894K -$69.1K -132 -7%
DB
2797
Dravo Bay
Delaware
$893K – – –
CTC
2798
Cetera Trust Company
Minnesota
$890K – – –
FG
2799
Fairman Group
Pennsylvania
$890K +$1.05K +2 +0.1%
DSAM
2800
Dock Street Asset Management
Florida
$886K +$13.6K +26 +2%
110 111
112
113 114