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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
976
Trifecta Capital Advisors
Illinois
$15M -$697K -1,185 -4%
CA
977
Calton & Associates
Florida
$15M +$6.12M +10,407 +63%
PWM
978
Peterson Wealth Management
Nevada
$15M +$263K +447 +2%
EFG
979
Ethos Financial Group
Pennsylvania
$14.9M +$1.29M +2,191 +9%
BFG
980
Berger Financial Group
Minnesota
$14.9M +$1.07M +1,825 +7%
PA
981
PFG Advisors
Arizona
$14.9M +$273K +464 +2%
PWA
982
PCG Wealth Advisors
Kansas
$14.9M +$674K +1,146 +4%
IWA
983
Icon Wealth Advisors
Texas
$14.9M +$179K +305 +1%
SC
984
SouthState Corp
Florida
$14.9M -$23.5K -40 -0.1%
GFP
985
Gryphon Financial Partners
Ohio
$14.9M -$722K -1,229 -4%
AUB
986
Atlantic Union Bankshares
Virginia
$14.9M -$555K -944 -3%
AWM
987
Axxcess Wealth Management
California
$14.9M +$3.4M +5,793 +20%
MWPCG
988
Measured Wealth Private Client Group
New Hampshire
$14.8M -$81.7K -139 -0.5%
TFCP
989
Twin Focus Capital Partners
Massachusetts
$14.8M +$2.16M +3,677 +16%
MWP
990
MYCIO Wealth Partners
Pennsylvania
$14.8M +$261K +444 +2%
OPCM
991
Osborne Partners Capital Management
California
$14.8M -$6.07M -10,320 -28%
DAS
992
Dynamic Advisor Solutions
Arizona
$14.8M -$3.71M -6,320 -19%
CWM
993
Cornerstone Wealth Management
Missouri
$14.8M -$2.25M -3,836 -13%
SAS
994
Stelac Advisory Services
New York
$14.8M -$78.8K -134 -0.5%
IF
995
Integrity Financial
Wyoming
$14.7M +$37.6K +64 +0.2%
OFS
996
Oldfather Financial Services
Nebraska
$14.7M +$146K +249 +1%
LT
997
Legacy Trust
Michigan
$14.7M +$29.4K +50 +0.2%
PFA
998
Pinnacle Family Advisors
Missouri
$14.6M -$4.1M -6,977 -21%
TCA
999
Transcend Capital Advisors
New Jersey
$14.6M -$7.97M -13,553 -34%
FMP
1000
Financial Management Professionals
Texas
$14.6M +$7M +11,904 +84%
38 39
40
41 42