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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TMWM
701
Taylor & Morgan Wealth Management
Michigan
$31.2M +$1.11M +1,627 +4%
CGPCS
702
Capital Group Private Client Services
California
$31.1M -$3.27M -4,805 -9%
TFCP
703
Twin Focus Capital Partners
Massachusetts
$31.1M +$9.03M +13,284 +38%
PWW
704
Pettyjohn Wood & White
Virginia
$31M +$88.4K +130 +0.3%
EFS
705
Essex Financial Services
Connecticut
$30.7M -$466K -686 -1%
CCA
706
Childress Capital Advisors
Texas
$30.7M -$327K -481 -1%
AFP
707
Ausdal Financial Partners
Iowa
$30.7M +$8.47M +12,460 +36%
GA
708
GFS Advisors
Texas
$30.6M -$312K -459 -1%
AFS
709
AFG Fiduciary Services
Massachusetts
$30.5M +$706K +1,039 +2%
RIA
710
Regal Investment Advisors
Michigan
$30.4M -$897K -1,319 -3%
AWM
711
Avior Wealth Management
Nebraska
$30.4M +$4.3M +6,330 +16%
BWP
712
BSW Wealth Partners
Colorado
$30.1M -$165K -242 -0.5%
SMC
713
Smith, Moore & Co
Missouri
$30.1M +$720K +1,059 +2%
IFO
714
Independent Family Office
New York
$30.1M -$4.76K -7 -0%
NP
715
Ninepoint Partners
Ontario, Canada
$29.9M -$1.9M -2,800 -6%
AAS
716
Ameritas Advisory Services
Nebraska
$29.8M +$434K +638 +1%
AMCA
717
Arthur M. Cohen & Associates
Illinois
$29.8M -$380K -559 -1%
TAM
718
Tocqueville Asset Management
New York
$29.8M -$180K -265 -0.6%
WF
719
Welch & Forbes
Massachusetts
$29.7M -$7.16M -10,530 -19%
PI
720
PFG Investments
New York
$29.6M +$347K +511 +1%
VCM
721
Vavra Capital Management
Pennsylvania
$29.6M +$506K +744 +2%
MNBTD
722
Moody National Bank Trust Division
Texas
$29.5M +$7.14M +10,505 +30%
SWM
723
SFG Wealth Management
Maryland
$29.5M -$7.88M -11,587 -20%
IGAM
724
iA Global Asset Management
Quebec, Canada
$29.5M -$988K -1,453 -3%
NFG
725
Nations Financial Group
Iowa
$29.4M +$494K +726 +2%
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