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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
GVAG
851
Great Valley Advisor Group
Delaware
$18.3M -$634K -1,212 -3%
MWM
852
Mission Wealth Management
California
$18.3M -$502K -959 -3%
HFAS
853
Hummer Financial Advisory Services
Illinois
$18.3M -$186K -355 -1%
PA
854
Parallel Advisors
California
$18.3M -$308K -589 -2%
IHWM
855
Iron Horse Wealth Management
Iowa
$18.3M +$535K +1,023 +3%
BCM
856
Basso Capital Management
Connecticut
$18.3M – – –
NL
857
NEPC LLC
Massachusetts
$18.3M -$1.03M -1,961 -6%
NEPWA
858
New England Private Wealth Advisors
Massachusetts
$18.2M -$242K -463 -1%
AAG
859
Armstrong Advisory Group
Massachusetts
$18.2M -$386K -738 -2%
RA
860
Resolute Advisors
California
$18.1M +$992K +1,895 +6%
GSC
861
Ground Swell Capital
South Carolina
$18.1M +$5.79M +11,064 +50%
MWA
862
Meridian Wealth Advisors
Texas
$18M +$1.22M +2,324 +8%
SB
863
Sunflower Bank
Texas
$17.9M -$1.59M -3,032 -8%
PTC
864
Private Trust Company
Ohio
$17.8M -$2.09M -3,990 -11%
BIP
865
Blue Investment Partners
California
$17.8M +$344K +657 +2%
AIM
866
Aspen Investment Management
Michigan
$17.8M +$1.01M +1,923 +6%
FFA
867
Farther Finance Advisors
California
$17.8M +$9.51M +18,179 +126%
MG
868
Meritage Group
California
$17.8M +$8.46M +16,171 +98%
WFO
869
Wealthgate Family Office
Colorado
$17.8M -$84.8K -162 -0.5%
AWM
870
Axxcess Wealth Management
California
$17.7M +$17M +32,457 New
PI
871
PFG Investments
New York
$17.6M +$332K +635 +2%
PA
872
PFG Advisors
Arizona
$17.6M +$953K +1,821 +6%
FPGK
873
Financial Partners Group (Kansas)
Kansas
$17.6M +$1.4M +2,678 +9%
CC
874
Cornerstone Capital
California
$17.6M -$82.2K -157 -0.5%
CCB
875
Country Club Bank
Missouri
$17.5M -$281K -536 -2%
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