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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
3001
Sendero Wealth Management
Texas
$1.08M – – –
BWM
3002
Bullock Wealth Management
Indiana
$1.07M +$262K +458 +36%
BAM
3003
Bellevue Asset Management
Washington
$1.07M -$1.14K -2 -0.1%
BOSSRA
3004
B.O.S.S. Retirement Advisors
Utah
$1.07M -$302K -528 -23%
SFI
3005
SPC Financial Inc
Maryland
$1.07M +$25.7K +45 +3%
MAM
3006
MWA Asset Management
Massachusetts
$1.07M +$68.6K +120 +7%
RS
3007
Retirement Solution
Washington
$1.06M +$380K +665 +63%
CVM
3008
Cheviot Value Management
California
$1.06M +$13.7K +24 +1%
DWM
3009
DKM Wealth Management
California
$1.06M – – –
VWM
3010
Vermillion Wealth Management
Minnesota
$1.06M +$59.5K +104 +6%
LOPW
3011
Live Oak Private Wealth
North Carolina
$1.06M +$6.86K +12 +0.7%
AWG
3012
Altus Wealth Group
Colorado
$1.06M +$245K +428 +33%
PFG
3013
Prospect Financial Group
Virginia
$1.05M – – –
CA
3014
Callahan Advisors
Texas
$1.05M +$2.86K +5 +0.3%
PF
3015
Prosperitas Financial
California
$1.05M -$88K -154 -8%
EBWM
3016
Eagle Bluffs Wealth Management
Missouri
$1.05M +$82.9K +145 +9%
PMWMG
3017
Parr McKnight Wealth Management Group
Minnesota
$1.05M -$84.6K -148 -8%
SCA
3018
Stonebridge Capital Advisors
Minnesota
$1.05M -$367K -642 -27%
OWM
3019
Opes Wealth Management
California
$1.05M +$48K +84 +5%
MA
3020
Mezzasalma Advisors
New Jersey
$1.05M +$115K +201 +13%
PFS
3021
Prospect Financial Services
New York
$1.05M -$677K -1,184 -41%
SIC
3022
SJS Investment Consulting
Ohio
$1.04M -$67.5K -118 -7%
JLBC
3023
J.L. Bainbridge & Co
Florida
$1.04M +$9.72K +17 +1%
AF
3024
Amara Financial
California
$1.04M +$3.43K +6 +0.4%
OPW
3025
Osprey Private Wealth
New York
$1.04M +$94.3K +165 +11%
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