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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
801
TAP Consulting
Missouri
$10.7M -$442K -1,246 -4%
AF
802
Advisornet Financial
Minnesota
$10.7M -$177K -499 -2%
BO
803
BRR OpCo
Ohio
$10.7M +$5.68M +16,018 +127%
WIA
804
World Investment Advisors
California
$10.6M +$151K +427 +2%
HT
805
Heritage Trust
Oklahoma
$10.6M +$973K +2,743 +11%
CSPIA
806
Cary Street Partners Investment Advisory
Virginia
$10.5M -$752K -2,121 -7%
PFA
807
Pathway Financial Advisors
Vermont
$10.5M -$3.36M -9,471 -25%
CCM
808
Cribstone Capital Management
Maine
$10.5M +$146K +412 +1%
CHJWM
809
Carlton Hofferkamp & Jenks Wealth Management
Texas
$10.5M +$283K +797 +3%
TAM
810
Taurus Asset Management
New York
$10.5M +$1.27M +3,586 +15%
SP
811
Successful Portfolios
Florida
$10.5M -$31.2K -88 -0.3%
FHC
812
First Horizon Corporation
Tennessee
$10.5M +$150K +423 +2%
PTC
813
Private Trust Company
Ohio
$10.5M +$2.03M +5,730 +26%
WA
814
Winfield Associates
Ohio
$10.4M +$287K +810 +3%
CF
815
Centaurus Financial
California
$10.4M -$959K -2,704 -9%
VWM
816
Valley Wealth Managers
New Jersey
$10.4M +$492K +1,388 +5%
NFG
817
Norris Financial Group
South Carolina
$10.4M +$7.45M +20,994 +314%
NAM
818
NorthCoast Asset Management
Connecticut
$10.3M +$801K +2,257 +9%
NEGWA
819
New England Guild Wealth Advisors
Connecticut
$10.3M -$139K -392 -1%
CLOS
820
Compagnie Lombard Odier SCmA
Switzerland
$10.2M +$298K +840 +3%
TPSF
821
Texas Permanent School Fund
Texas
$10.2M -$1.46M -4,129 -13%
AFP
822
Ausdal Financial Partners
Iowa
$10.2M +$440K +1,239 +4%
GSWM
823
Golden State Wealth Management
California
$10.1M -$5.07M -14,297 -35%
IB
824
Intrust Bank
Kansas
$10.1M +$4.89M +13,790 +104%
AO
825
Advisor OS
Illinois
$10.1M +$2.52M +7,115 +36%
31 32
33
34 35