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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
851
Valley Wealth Managers
New Jersey
$13.9M -$440K -959 -3%
MOS
852
MGO One Seven
Ohio
$13.7M +$3.3M +7,198 +33%
CAGAS
853
Capital Advisory Group Advisory Services
Minnesota
$13.7M -$258K -563 -2%
APC
854
Aspire Private Capital
North Carolina
$13.7M -$8.12M -17,693 -38%
SWMG
855
Sanchez Wealth Management Group
Florida
$13.7M +$768K +1,674 +6%
GWSG
856
GPS Wealth Strategies Group
Colorado
$13.6M +$280K +611 +2%
LFASL
857
Lugano Financial Advisors SA (LFA)
Switzerland
$13.6M +$1.58M +3,448 +14%
TCM
858
Towercrest Capital Management
Pennsylvania
$13.6M -$59.2K -129 -0.4%
WA
859
Winfield Associates
Ohio
$13.6M +$560K +1,220 +4%
SSWM
860
Smith Salley Wealth Management
North Carolina
$13.5M -$683K -1,488 -5%
CGH
861
CMG Global Holdings
Texas
$13.5M -$329K -716 -2%
SWP
862
Strategic Wealth Partners
Ohio
$13.5M +$740K +1,611 +6%
DC
863
Davenport & Co
Virginia
$13.5M -$2.23M -4,866 -15%
CGPCS
864
Capital Group Private Client Services
California
$13.5M +$9.17M +19,981 +237%
BC
865
Belmont Capital
California
$13.5M – – –
GSWM
866
Golden State Wealth Management
California
$13.4M +$1.61M +3,497 +14%
SFS
867
Starfox Financial Services
Texas
$13.4M +$13.6M +29,647 New
CCA
868
Childress Capital Advisors
Texas
$13.3M +$300K +654 +2%
NEGWA
869
New England Guild Wealth Advisors
Connecticut
$13.2M +$217K +473 +2%
LCM
870
Linker Capital Management
Kentucky
$13.2M +$12.8M +27,835 New
ETC
871
Exchange Traded Concepts
Oklahoma
$13.1M -$21.1M -46,019 -62%
CFA
872
Camarda Financial Advisors
Florida
$13.1M +$1.93M +4,200 +18%
CWMU
873
Caliber Wealth Management (Utah)
Utah
$13.1M +$2.71M +5,914 +26%
CWA
874
Clarus Wealth Advisors
Arizona
$13.1M +$3.84M +8,372 +43%
CBB
875
Citizens Business Bank
California
$13M -$71.6K -156 -0.6%
33 34
35
36 37