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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PG
1026
Prostatis Group
Maryland
$16.2M +$14.9M +25,290 +1,054%
MMA
1027
Miracle Mile Advisors
California
$16.2M +$1.41M +2,397 +9%
FCMC
1028
Founders Capital Management (Connecticut)
Connecticut
$16.2M +$683K +1,159 +4%
CWA
1029
Clarus Wealth Advisors
Arizona
$16.2M +$1.12M +1,898 +7%
NCM
1030
Neumann Capital Management
California
$16.1M -$93.7K -159 -0.6%
MA
1031
MONECO Advisors
Connecticut
$16.1M +$3.07M +5,219 +23%
AUB
1032
Atlantic Union Bankshares
Virginia
$16.1M -$518K -879 -3%
CCM
1033
Coldstream Capital Management
Washington
$16M +$98.4K +167 +0.6%
SI
1034
SimpliFi Inc
California
$16M -$66.6K -113 -0.4%
GWMR
1035
GC Wealth Management RIA
Massachusetts
$16M -$788K -1,338 -5%
RIM
1036
Rockbridge Investment Management
New York
$15.9M +$3.54K +6 +0%
KFS
1037
Kaizen Financial Strategies
California
$15.9M +$1.23M +2,083 +8%
SWP
1038
Strategic Wealth Partners
Ohio
$15.9M -$240K -408 -2%
BCM
1039
Basso Capital Management
Connecticut
$15.9M – – –
WBC
1040
West Branch Capital
Massachusetts
$15.9M +$499K +847 +3%
AWA
1041
Aaron Wealth Advisors
Illinois
$15.9M +$2.05M +3,477 +15%
AA
1042
Apriem Advisors
California
$15.9M +$271K +460 +2%
WA
1043
Wealth Architects
California
$15.8M +$408K +693 +3%
MFG
1044
Mainsail Financial Group
Washington
$15.8M +$395K +670 +3%
RZH
1045
Relyea Zuckerberg Hanson
Connecticut
$15.8M +$28.9K +49 +0.2%
AAM
1046
Alphadyne Asset Management
New York
$15.8M +$15.9M +26,928 New
OL
1047
Optas LLC
Texas
$15.8M – – –
EIP
1048
Ellis Investment Partners
Pennsylvania
$15.7M -$23.6K -40 -0.1%
MG
1049
McHugh Group
Ohio
$15.6M +$15.7M +26,700 New
SC
1050
SouthState Corp
Florida
$15.6M -$183K -310 -1%
40 41
42
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