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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
826
MorganRosel Wealth Management
Colorado
$14.6M -$404K -963 -3%
DAS
827
Dynamic Advisor Solutions
Arizona
$14.5M -$11.9M -28,288 -46%
WFO
828
Wealthgate Family Office
Colorado
$14.5M -$1.35M -3,218 -9%
BAM
829
Brave Asset Management
New Jersey
$14.5M +$259K +618 +2%
MIA
830
MMBG Investment Advisors
Florida
$14.5M +$143K +340 +1%
SFG
831
Sowa Financial Group
Rhode Island
$14.4M +$1.16M +2,768 +9%
GM
832
GeoWealth Management
Illinois
$14.4M +$4.09M +9,756 +43%
LF
833
LifeSteps Financial
California
$14.3M -$458K -1,091 -3%
CCB
834
Country Club Bank
Missouri
$14.3M +$198K +471 +1%
HIIFS
835
Harel Insurance Investments & Financial Services
Israel
$14.3M -$19M -45,288 -58%
TBWA
836
Three Bridge Wealth Advisors
California
$14.3M +$839 +2 +0%
MFS
837
Madrona Financial Services
Washington
$14.2M -$1.37M -3,266 -9%
MWA
838
Meridian Wealth Advisors
Texas
$14.2M +$2.25M +5,366 +20%
FM
839
Family Management
New York
$14.2M +$7.2M +17,164 +115%
MOS
840
MGO One Seven
Ohio
$14.2M +$542K +1,292 +4%
QCG
841
Quadrant Capital Group
Ohio
$14.1M -$78.1K -186 -0.6%
CWM
842
Cornerstone Wealth Management
Missouri
$14.1M +$219K +521 +2%
SWMG
843
Sanchez Wealth Management Group
Florida
$14M +$285K +679 +2%
EFS
844
Essex Financial Services
Connecticut
$14M +$228K +544 +2%
VPP
845
Vertex Planning Partners
Illinois
$13.9M +$979K +2,332 +8%
TAM
846
Taurus Asset Management
New York
$13.9M -$245K -584 -2%
TA
847
TKG Advisors
Indiana
$13.8M -$1.61M -3,829 -11%
HI
848
Humankind Investments
New York
$13.8M – – –
NRC
849
New Republic Capital
North Carolina
$13.8M -$1.26K -3 -0%
AFA
850
Atlas Financial Advisors
California
$13.7M -$3.22M -7,681 -20%
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