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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
651
Virtue Capital Management
Tennessee
$34.6M -$14.3M -21,084 -28%
CA
652
Cresta Advisors
Texas
$34.6M +$2.51M +3,695 +7%
EWM
653
Evermay Wealth Management
Virginia
$34.6M -$383K -563 -1%
FTC
654
Farmers Trust Company
Ohio
$34.4M +$959K +1,411 +3%
FOTCLOO
655
Friends of the Cornell Lab of Ornithology
Connecticut
$34.3M +$1.49M +2,198 +4%
OFG
656
Oxford Financial Group
Indiana
$34.1M -$49K -72 -0.1%
CPP
657
Capasso Planning Partners
South Carolina
$34.1M -$2.26M -3,328 -6%
LMGAM
658
Liberty Mutual Group Asset Management
Massachusetts
$34M +$35.6M +52,300 New
CWP
659
Curated Wealth Partners
California
$33.8M +$97.2K +143 +0.3%
KWM
660
Kingsview Wealth Management
Oregon
$33.8M -$960K -1,412 -3%
CWA
661
Clarity Wealth Advisors
California
$33.6M +$139K +205 +0.4%
IAA
662
Ironsides Asset Advisors
North Carolina
$33.6M +$42.2K +62 +0.1%
GFL
663
Granite FO LLC
New Hampshire
$33.6M +$59.2K +87 +0.2%
MG
664
Meritage Group
California
$33.5M +$35.1M +51,554 New
DM
665
Diversified Management
Wisconsin
$33.5M +$74.1K +109 +0.2%
GWMR
666
GC Wealth Management RIA
Massachusetts
$33.4M +$4.24M +6,242 +14%
CA
667
Cullinan Associates
Kentucky
$33.3M -$3.86M -5,673 -10%
WHG
668
Westwood Holdings Group
Texas
$33.3M -$24.8M -36,437 -42%
JIM
669
JCP Investment Management
Texas
$33.2M +$10.8M +15,949 +46%
RWA
670
Redhawk Wealth Advisors
Minnesota
$33.2M +$3.14M +4,619 +10%
MWM
671
MTC Wealth Management
Florida
$33.2M -$5.24M -7,700 -13%
CIA
672
Capital Investment Advisors
Georgia
$33.1M -$737K -1,084 -2%
MWP
673
Momentum Wealth Planning
Florida
$33.1M -$225K -331 -0.6%
WRTC
674
Wind River Trust Company
Wyoming
$32.9M – – –
KWA
675
Kellett Wealth Advisors
Ohio
$32.8M -$3.84M -5,643 -10%
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