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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
3176
Waterford Advisors
New York
$1.07M +$245K +360 +27%
VWA
3177
VSM Wealth Advisory
Maryland
$1.07M +$1.36K +2 +0.1%
XWM
3178
Xcel Wealth Management
Florida
$1.07M +$133K +195 +13%
SFS
3179
Strategic Financial Services
New York
$1.07M +$209K +308 +23%
NFG
3180
Northbridge Financial Group
Florida
$1.07M – – –
MC
3181
Mirabaud & Cie
Switzerland
$1.06M +$1.11M +1,627 New
MAC
3182
Mason & Associates (California)
California
$1.06M +$22.4K +33 +2%
SFM
3183
Stack Financial Management
Montana
$1.05M +$215K +316 +24%
HCA
3184
Heck Capital Advisors
Wisconsin
$1.05M +$1.1M +1,613 New
BFIC
3185
Bedell Frazier Investment Counselling
California
$1.05M -$13.6K -20 -1%
MCM
3186
McDonough Capital Management
Florida
$1.05M -$35.4K -52 -3%
NL
3187
Navalign LLC
California
$1.05M -$5.44K -8 -0.5%
IP
3188
Investment Partners
Ohio
$1.05M +$132K +194 +14%
PM
3189
Penbrook Management
New York
$1.04M -$78.2K -115 -7%
UBG
3190
United Bank (Georgia)
Georgia
$1.04M +$15.6K +23 +1%
SI
3191
Stirlingshire Investments
New York
$1.04M +$390K +574 +56%
FFC
3192
Frederick Financial Consultants
Maryland
$1.04M -$185K -272 -15%
OHIS
3193
Oak Harvest Investment Services
Texas
$1.04M -$524K -770 -27%
TWM
3194
TCFG Wealth Management
California
$1.04M +$74.1K +109 +7%
TIA
3195
TCFG Investment Advisors
California
$1.04M +$1.09M +1,597 New
RIG
3196
RiverFront Investment Group
Virginia
$1.04M – – –
GGS
3197
Galvin Gaustad & Stein
Arizona
$1.03M -$43.5K -64 -4%
TCM
3198
Tran Capital Management
California
$1.03M -$1.51M -2,214 -58%
LC
3199
Lawood & Co
Pennsylvania
$1.03M – – –
PPWM
3200
PFG Private Wealth Management
Florida
$1.03M – – –
126 127
128
129 130