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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
UAM
3026
Unison Asset Management
Florida
$920K – – –
VWA
3027
VSM Wealth Advisory
Maryland
$920K +$19.4K +33 +2%
HIMC
3028
Heritage Investors Management Corp
Maryland
$920K -$68.2K -116 -7%
LGW
3029
Leslie Global Wealth
Illinois
$917K +$439K +747 +84%
IWC
3030
Infinity Wealth Counsel
Ohio
$916K -$14.7K -25 -2%
FPWM
3031
FSB Premier Wealth Management
Iowa
$915K -$7.64K -13 -0.8%
CTC
3032
Cetera Trust Company
Minnesota
$915K – – –
SIAG
3033
Signet Investment Advisory Group
Rhode Island
$913K – – –
CTC
3034
Corundum Trust Company
South Dakota
$912K +$570K +969 +146%
FWM
3035
Fortress Wealth Management
California
$912K -$12.3K -21 -1%
WMA
3036
West Michigan Advisors
Michigan
$911K -$31.7K -54 -3%
RFG
3037
RFP Financial Group
Georgia
$910K -$38.2K -65 -4%
6F
3038
626 Financial
Michigan
$910K – – –
WWM
3039
WJ Wealth Management
Arizona
$909K -$101K -172 -10%
CNB
3040
Camden National Bank
Maine
$908K +$72.9K +124 +8%
CWM
3041
Collaborative Wealth Management
Florida
$908K +$330K +562 +53%
LFGO
3042
Legacy Financial Group (Oklahoma)
Oklahoma
$907K -$1.18K -2 -0.1%
CSD
3043
Clear Street Derivatives
New York
$906K -$14.7M -25,036 -94%
OWM
3044
Opes Wealth Management
California
$904K +$34.7K +59 +4%
CA
3045
Capital Advantage
California
$903K – – –
LIA
3046
LS Investment Advisors
Michigan
$902K +$2.94K +5 +0.3%
MAM
3047
MWA Asset Management
Massachusetts
$900K +$302K +514 +47%
BAS
3048
Brueske Advisory Services
Washington
$900K – – –
AIA
3049
Acute Investment Advisory
Arizona
$899K -$3.73M -6,339 -80%
GI
3050
GLOBALT Investments
Georgia
$899K +$389K +661 +70%
120 121
122
123 124