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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
976
Mission Wealth Management
California
$6.18M +$98.5K +320 +2%
MPPLM
977
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$6.17M +$10.2M +33,083 +83%
FPS
978
Fieldpoint Private Securities
Connecticut
$6.12M -$58.2K -189 -1%
SFG
979
Sowa Financial Group
Rhode Island
$6.11M +$5.85M +18,994 New
MIM
980
Marco Investment Management
Georgia
$6.11M +$2.46K +8 +0%
HVIA
981
Hudson Valley Investment Advisors
New York
$6.1M -$135K -437 -2%
AI
982
ArchPoint Investors
Florida
$6.06M – – –
FFSOTS
983
Fiduciary Financial Services of The Southwest
Texas
$6.04M -$203K -658 -3%
MWM
984
Minot Wealth Management
Massachusetts
$6.04M +$5.61M +18,223 New
SAM
985
Seelaus Asset Management
New Jersey
$6.02M -$249K -810 -4%
LECM
986
Lead Edge Capital Management
New York
$6.01M +$5.75M +18,662 New
BFM
987
Boston Financial Management
Massachusetts
$5.99M +$29.3K +95 +0.5%
CL
988
CIM LLC
New York
$5.98M – – –
DAS
989
Dynamic Advisor Solutions
Arizona
$5.97M +$1.54M +4,996 +37%
BHBT
990
Burke & Herbert Bank & Trust
Virginia
$5.96M -$21.9K -71 -0.4%
CIG
991
Consolidated Investment Group
Colorado
$5.96M – – –
PV
992
Private Vista
Illinois
$5.94M -$719K -2,336 -11%
SJIM
993
St. Johns Investment Management
Florida
$5.87M -$13.9K -45 -0.2%
RIL
994
Rothschild Investment LLC
Illinois
$5.87M -$183K -595 -3%
PAMP
995
Polar Asset Management Partners
Ontario, Canada
$5.86M +$5.61M +18,211 New
NFG
996
Next Financial Group
Texas
$5.84M +$243K +788 +5%
BFM
997
Boothbay Fund Management
New York
$5.82M +$2.63M +8,540 +90%
BSA
998
Braun Stacey Associates
New York
$5.8M -$79.4K -258 -1%
OFW
999
Omnia Family Wealth
Florida
$5.8M +$4.01M +13,034 +263%
BW
1000
Bison Wealth
Georgia
$5.8M -$110K -356 -2%
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