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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
S
2851
SimplyRich
California
$422K – – –
KFSC
2852
Keystone Financial Services (Colorado)
Colorado
$422K – – –
SMH
2853
Sanders Morris Harris
Texas
$422K +$102K +244 +35%
BIM
2854
Bridges Investment Management
Nebraska
$422K -$2.1K -5 -0.5%
PCI
2855
Planning Center Inc
Illinois
$420K +$96.9K +231 +32%
HFG
2856
Heron Financial Group
New York
$419K +$2.1K +5 +0.5%
FPCG
2857
Forum Private Client Group
Indiana
$419K – – –
GSEP
2858
Golden State Equity Partners
California
$418K +$396K +944 New
DCM
2859
DGS Capital Management
New Jersey
$418K +$44.1K +105 +13%
SSW
2860
Stone Summit Wealth
Florida
$418K +$33.6K +80 +9%
CM
2861
Cornerstone Management
Georgia
$417K – – –
ACM
2862
Avalon Capital Management
California
$416K +$395K +940 New
CRI
2863
Colonial River Investments
Virginia
$416K +$59.6K +142 +18%
TWP
2864
Total Wealth Planning
Ohio
$416K -$411K -980 -51%
DI
2865
Diligent Investors
California
$415K -$298K -711 -43%
HWA
2866
HHM Wealth Advisors
Tennessee
$415K +$37.8K +90 +11%
CBC
2867
Coombe, Bender & Co
New York
$415K +$1.26K +3 +0.3%
TFO
2868
Tarbox Family Office
California
$413K – – –
LC
2869
Landaas & Company
Wisconsin
$413K – – –
FC
2870
Fulcrum Capital
Washington
$412K – – –
UCB
2871
United Community Bank
South Carolina
$412K – – –
RFM
2872
Royal Fund Management
Florida
$412K -$14.3K -34 -4%
NC
2873
NovaPoint Capital
Georgia
$410K +$2.52K +6 +0.7%
TPW
2874
Transatlantique Private Wealth
New York
$409K – – –
LI
2875
LVZ Inc
Michigan
$409K -$47.4K -113 -11%
113 114
115
116 117