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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
676
Momentum Wealth Planning
Florida
$33.1M -$225K -331 -0.6%
WRTC
677
Wind River Trust Company
Wyoming
$32.9M – – –
KWA
678
Kellett Wealth Advisors
Ohio
$32.8M -$3.84M -5,643 -10%
HPC
679
Hobart Private Capital
North Carolina
$32.8M +$3.35M +4,934 +11%
RFP
680
Roth Financial Partners
Texas
$32.7M -$1.83M -2,697 -5%
SIAG
681
Safeguard Investment Advisory Group
California
$32.7M -$2.59M -3,816 -7%
TNBTD
682
Trustmark National Bank Trust Department
Mississippi
$32.6M -$117K -172 -0.3%
PWMAG
683
Pinnacle Wealth Management Advisory Group
New Jersey
$32.6M -$1.15M -1,696 -3%
BA
684
Birinyi Associates
Connecticut
$32.5M -$513K -754 -1%
MFG
685
Marmo Financial Group
Tennessee
$32.4M -$499K -734 -1%
PA
686
Parallel Advisors
California
$32.4M +$2.14M +3,146 +7%
PSP
687
Principal Street Partners
Tennessee
$32.3M +$1.31M +1,931 +4%
CPA
688
Cardiff Park Advisors
California
$32.3M -$203K -299 -0.6%
MAS
689
MPWM Advisory Solutions
Georgia
$32.3M +$487K +716 +1%
SWMG
690
Sanchez Wealth Management Group
Florida
$32.3M -$443K -652 -1%
MA
691
MKT Advisors
California
$32.3M -$718K -1,056 -2%
AFS
692
Aft Forsyth & Sober
Florida
$32.1M – – –
FNBOO
693
First National Bank of Omaha
Nebraska
$31.9M +$341K +502 +1%
FCA
694
Fortis Capital Advisors
Kansas
$31.8M +$307K +452 +0.9%
CGA
695
Crescent Grove Advisors
Illinois
$31.7M -$3.08M -4,529 -9%
NS
696
NBC Securities
Alabama
$31.6M -$1.31M -1,928 -4%
MHWM
697
Montz Harcus Wealth Management
Louisiana
$31.6M +$201K +295 +0.6%
QCG
698
Quadrant Capital Group
Ohio
$31.5M +$29.2K +43 +0.1%
PWM
699
Palumbo Wealth Management
New York
$31.5M +$387K +569 +1%
TNA
700
True North Advisors
Texas
$31.3M -$1.23M -1,813 -4%
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