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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
ACI
901
Alpha Cubed Investments
California
$9.71M -$862K -2,064 -8%
FNBOMD
902
First National Bank of Mount Dora
Florida
$9.69M -$93.1K -223 -1%
CMO
903
Covenant Multifamily Offices
Texas
$9.66M +$468K +1,121 +5%
RIL
904
Rothschild Investment LLC
Illinois
$9.66M +$407K +974 +5%
MFA
905
Mayflower Financial Advisors
Massachusetts
$9.64M -$203K -486 -2%
HIM
906
HawsGoodwin Investment Management
Tennessee
$9.63M +$3.03M +7,271 +48%
LPWM
907
Lake Point Wealth Management
Texas
$9.63M +$9.39M +22,499 New
EFS
908
Essex Financial Services
Connecticut
$9.62M – – –
WBC
909
West Branch Capital
Massachusetts
$9.61M -$53.4K -128 -0.6%
IWP
910
Icon Wealth Partners
Texas
$9.61M +$1.38M +3,313 +17%
AC
911
Avestar Capital
New York
$9.55M -$1.49M -3,571 -14%
RW
912
REDW Wealth
New Mexico
$9.55M -$123K -294 -1%
ST
913
Spinnaker Trust
Maine
$9.54M +$10.4K +25 +0.1%
NFG
914
Norris Financial Group
South Carolina
$9.5M -$65.5K -157 -0.7%
PCMC
915
Paragon Capital Management (Colorado)
Colorado
$9.49M -$449K -1,076 -5%
BAM
916
Berkshire Asset Management
Pennsylvania
$9.47M -$384K -921 -4%
MCCP
917
Mission Creek Capital Partners
California
$9.47M -$515K -1,234 -5%
GBT
918
Grove Bank & Trust
Florida
$9.43M -$12.5K -30 -0.1%
FCM
919
Firestone Capital Management
Florida
$9.43M +$1.23M +2,941 +15%
TSS
920
Two Sigma Securities
New York
$9.4M -$15.8M -37,818 -63%
WPA
921
West Paces Advisors
Georgia
$9.38M -$91.8K -220 -1%
CWMU
922
Caliber Wealth Management (Utah)
Utah
$9.38M +$75.5K +181 +0.8%
SWA
923
Sax Wealth Advisors
New Jersey
$9.3M -$1.16M -2,779 -11%
KCM
924
Kanawha Capital Management
Virginia
$9.24M +$1.94M +4,638 +27%
PA
925
Procyon Advisors
Connecticut
$9.23M +$600K +1,437 +7%
35 36
37
38 39