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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BV
1001
Boxwood Ventures
Illinois
$10.4M – – –
GG
1002
GenWealth Group
New Jersey
$10.4M -$270K -589 -3%
SWA
1003
Sax Wealth Advisors
New Jersey
$10.4M -$918 -2 -0%
GF
1004
Gries Financial
Ohio
$10.4M +$218K +475 +2%
EC
1005
Estate Counselors
Wisconsin
$10.4M +$278K +605 +3%
MFA
1006
Mayflower Financial Advisors
Massachusetts
$10.3M -$34.4K -75 -0.3%
AC
1007
Avestar Capital
New York
$10.3M +$475K +1,035 +5%
SC
1008
SouthState Corp
Florida
$10.3M +$216K +471 +2%
SAM
1009
Silvercrest Asset Management
New York
$10.3M +$708K +1,543 +8%
BAM
1010
Berkshire Asset Management
Pennsylvania
$10.3M -$28.9K -63 -0.3%
ACP
1011
Arcus Capital Partners
Georgia
$10.2M +$8.16M +17,770 +469%
W
1012
WorthPointe
California
$10.2M +$10.9M +23,839 New
ETIA
1013
Epic Trust Investment Advisors
Washington
$10.1M +$9.77M +21,289 New
HR
1014
Howe & Rusling
New York
$10.1M +$2.14M +4,653 +28%
MFS
1015
Madrona Financial Services
Washington
$10.1M +$368K +802 +4%
CI
1016
Cigna Investments
Connecticut
$10M -$1.25M -2,720 -11%
SCM
1017
Shapiro Capital Management
Georgia
$10M +$2.3M +5,008 +31%
AFP
1018
Ausdal Financial Partners
Iowa
$10M -$954K -2,077 -9%
NB
1019
Nicolet Bankshares
Wisconsin
$9.98M -$58.8K -128 -0.6%
CA
1020
Cornerstone Advisors
North Carolina
$9.97M -$9.18M -20,000 -49%
NW
1021
Naviter Wealth
Arkansas
$9.96M +$9.61M +20,939 New
CAMG
1022
CWA Asset Management Group
Florida
$9.92M -$328K -714 -3%
SWA
1023
Stratos Wealth Advisors
Ohio
$9.9M +$451K +982 +5%
RL
1024
RPO LLC
Connecticut
$9.88M +$9.55M +20,800 New
SG
1025
StoneX Group
New York
$9.85M +$3.09M +6,724 +48%
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