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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
RZH
926
Relyea Zuckerberg Hanson
Connecticut
$19.7M +$204K +318 +1%
APWA
927
Atlas Private Wealth Advisors
New Jersey
$19.7M -$19.8M -30,965 -51%
WAG
928
Winthrop Advisory Group
Massachusetts
$19.7M -$142K -221 -0.7%
SWM
929
Steinberganna Wealth Management
New York
$19.6M +$18.9M +29,445 New
MFG
930
Mainsail Financial Group
Washington
$19.6M +$271K +423 +1%
BIAS
931
Beacon Investment Advisory Services
New Jersey
$19.6M -$3.42M -5,342 -15%
IAIM
932
International Assets Investment Management
Florida
$19.5M +$8.97K +14 +0%
FIBT
933
First International Bank & Trust
North Dakota
$19.5M -$244K -380 -1%
OCM
934
One Capital Management
California
$19.5M +$4.2M +6,547 +29%
HWP
935
Hibernia Wealth Partners
Louisiana
$19.5M +$18.7M +29,215 New
TCA
936
Trifecta Capital Advisors
Illinois
$19.5M -$521K -812 -3%
AFG
937
Atomi Financial Group
New York
$19.3M -$865K -1,350 -4%
PMFA
938
Plante Moran Financial Advisors
Michigan
$19.2M +$208K +325 +1%
AF
939
Advisornet Financial
Minnesota
$19.1M +$477K +744 +3%
LSA
940
L & S Advisors
California
$19.1M -$18M -28,002 -49%
BBWP
941
Beacon Bridge Wealth Partners
Pennsylvania
$19M +$363K +567 +2%
SC
942
Sepio Capital
Utah
$19M +$244K +381 +1%
MC
943
Moors & Cabot
Massachusetts
$19M +$513K +800 +3%
GWP
944
Gateway Wealth Partners
Wisconsin
$19M -$652K -1,017 -3%
CWM
945
Cornerstone Wealth Management
Missouri
$19M +$829K +1,294 +5%
AB
946
ANB Bank
Colorado
$19M +$203K +317 +1%
YIA
947
YHB Investment Advisors
Connecticut
$19M -$440K -687 -2%
MS
948
Maven Securities
Jersey
$18.9M -$30.3M -47,309 -62%
CIC
949
Chilton Investment Company
Connecticut
$18.9M +$6.59M +10,288 +57%
IPW
950
Invictus Private Wealth
Colorado
$18.9M -$5.13K -8 -0%
36 37
38
39 40