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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
501
B. Riley Wealth Advisors
Florida
$49.2M +$1.18M +2,131 +3%
FSA
502
Financial Services Advisory
Maryland
$49M +$528K +955 +1%
SW
503
SteelPeak Wealth
California
$48.9M +$1.32M +2,379 +3%
IA
504
IFP Advisors
Florida
$48.6M -$3.27M -5,916 -7%
ATFA
505
All Terrain Financial Advisors
Minnesota
$48.6M +$279K +505 +0.6%
CW
506
CreativeOne Wealth
Kansas
$48.4M +$20.1M +36,276 +75%
NHC
507
Nicholas Hoffman & Company
Georgia
$48.3M -$1.85M -3,348 -4%
MWM
508
Meridian Wealth Management
Kentucky
$47.6M +$290K +525 +0.6%
AFO
509
Allie Family Office
Florida
$47.6M +$481K +870 +1%
MPPLM
510
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$47.5M -$4.84M -8,757 -10%
PSP
511
Principal Street Partners
Tennessee
$47.4M +$24.1M +43,573 +100%
WHG
512
Westwood Holdings Group
Texas
$47.4M -$50M -90,364 -52%
4FG
513
4Thought Financial Group
New York
$47.3M +$207K +374 +0.5%
FLPIM
514
F.L. Putnam Investment Management
Massachusetts
$47.2M +$118K +214 +0.3%
TC
515
TownSquare Capital
Utah
$47.2M +$3.35M +6,057 +8%
ACM
516
AUA Capital Management
Pennsylvania
$47.1M -$2.07M -3,735 -4%
ST
517
SAL Trading
Pennsylvania
$47M – – –
QCM
518
Quantinno Capital Management
New York
$46.8M +$9.86M +17,840 +28%
LC
519
Lindbrook Capital
California
$46.7M +$418K +756 +0.9%
KA
520
Kozak & Associates
Colorado
$46.7M -$928K -1,679 -2%
TFA
521
Trinity Financial Advisors
Ohio
$46.4M -$4.29M -7,757 -9%
SHIM
522
Stone House Investment Management
Pennsylvania
$46.2M +$44.2M +79,978 +13,487%
PWLP
523
Prio Wealth Limited Partnership
Massachusetts
$45.7M -$158K -285 -0.4%
APW
524
Atlantic Private Wealth
North Carolina
$45.6M -$847K -1,531 -2%
MBTD
525
Mechanics Bank - Trust Department
California
$45.5M -$718K -1,299 -2%
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