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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MBTD
426
Mechanics Bank - Trust Department
California
$43.4M -$1.32M -2,959 -3%
EWM
427
Empirical Wealth Management
Washington
$43.3M +$459K +1,030 +1%
BSG
428
Black Swift Group
Colorado
$43.2M +$13.5M +30,384 +47%
PWLP
429
Prio Wealth Limited Partnership
Massachusetts
$42.8M -$126K -282 -0.3%
AFIMH
430
American Family Insurance Mutual Holding
Wisconsin
$42.5M +$41.9M +94,200 New
CA
431
CoreCap Advisors
Michigan
$42.4M +$1.35M +3,034 +3%
EML
432
Eos Management LP
New York
$42.4M – – –
CIG
433
Consolidated Investment Group
Colorado
$42.3M +$2.32M +5,220 +6%
DCM
434
Dupont Capital Management
Delaware
$42.1M -$9.44M -21,209 -19%
APW
435
Atlantic Private Wealth
North Carolina
$42M +$253K +568 +0.6%
FF
436
Fluent Financial
Texas
$41.5M +$2.3M +5,170 +6%
RIS
437
Retirement Income Solutions
Michigan
$41.4M -$2.26M -5,070 -5%
NHC
438
Nicholas Hoffman & Company
Georgia
$41.3M -$28K -63 -0.1%
IA
439
IFG Advisory
Georgia
$40.7M -$63.2K -142 -0.2%
DADC
440
D.A. Davidson & Co
Montana
$40.7M +$156K +350 +0.4%
SFG
441
SNS Financial Group
Minnesota
$40.6M -$821K -1,844 -2%
CC
442
Cypress Capital
Tennessee
$40.5M -$1.65M -3,714 -4%
DT
443
Daniels + Tansey
Delaware
$40.3M -$1.79M -4,029 -4%
VR
444
Viridian RIA
Washington
$40.3M -$42.5M -95,542 Closed
GWM
445
Greenhouse Wealth Management
Connecticut
$40.3M -$16K -36 -0%
CW
446
CreativeOne Wealth
Kansas
$40.1M -$62.9M -141,284 -61%
HCM
447
HMS Capital Management
Tennessee
$40.1M -$4.61M -10,345 -10%
G
448
Gainplan
Michigan
$40.1M -$43.9M -98,574 -53%
PAS
449
Park Avenue Securities
New York
$39.9M +$16M +35,986 +69%
ATFA
450
All Terrain Financial Advisors
Minnesota
$39.6M +$519K +1,165 +1%
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