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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MCP
3101
Mirador Capital Partners
California
$224K -$1.95M -4,880 -90%
SWA
3102
ShankerValleau Wealth Advisors
Illinois
$224K – – –
DEM
3103
Disciplined Equity Management
Florida
$224K – – –
XT
3104
XTX Topco
Cayman Islands
$224K +$218K +546 New
AFA
3105
Alpha Financial Advisors
North Carolina
$223K +$3.19K +8 +1%
RW
3106
RVW Wealth
California
$223K -$239K -598 -52%
NQWM
3107
Northwest Quadrant Wealth Management
Oregon
$223K -$6.78K -17 -3%
CIA
3108
Cascade Investment Advisors
Oregon
$222K – – –
LWP
3109
Lumature Wealth Partners
Georgia
$219K – – –
CSI
3110
Cross Staff Investments
New York
$219K +$798 +2 +0.4%
4WM
3111
44 Wealth Management
Oregon
$219K – – –
CWA
3112
Capital Wealth Alliance
Arizona
$218K -$342K -857 -62%
SIG
3113
Sargent Investment Group
Maryland
$218K +$1.6K +4 +0.8%
CFG
3114
CKW Financial Group
Hawaii
$218K +$1.2K +3 +0.6%
BMO
3115
Beck Mack & Oliver
New York
$217K -$3.1M -7,780 -94%
SPW
3116
Sonoma Private Wealth
California
$217K -$69K -173 -25%
NCM
3117
NCM Capital Management
New Jersey
$217K – – –
C1AG
3118
Client 1st Advisory Group
Florida
$217K +$211K +529 New
MAM
3119
MMA Asset Management
Pennsylvania
$215K – – –
LFA
3120
Level Financial Advisors
New York
$214K – – –
CCMINC
3121
Cardinal Capital Management Inc (North Carolina)
North Carolina
$214K +$207K +520 New
HCM
3122
Highlander Capital Management
New Jersey
$213K – – –
STAS
3123
Strong Tower Advisory Services
Minnesota
$212K -$2.39K -6 -1%
BHWM
3124
Bay Harbor Wealth Management
Maryland
$212K -$29.1K -73 -12%
KIA
3125
Kraematon Investment Advisors
Massachusetts
$212K +$2K +5 +1%
123 124
125
126 127