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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1026
Tolleson Wealth Management
Texas
$16.7M -$39.4K -58 -0.2%
WA
1027
WestEnd Advisors
North Carolina
$16.6M -$2.89M -4,249 -14%
CT
1028
Coastline Trust
Rhode Island
$16.6M +$453K +666 +3%
OE
1029
OFS Enterprise
Nebraska
$16.6M +$17.3M +25,481 New
RT
1030
Rockland Trust
Massachusetts
$16.6M +$470K +692 +3%
ZF
1031
Zhang Financial
Michigan
$16.5M +$3.04M +4,477 +21%
CFA
1032
Churchill Financial Advisors
Kentucky
$16.5M +$2.53M +3,727 +17%
FGA
1033
Fortis Group Advisors
New Jersey
$16.5M +$1.3M +1,907 +9%
CAM
1034
Cacti Asset Management
Georgia
$16.5M – – –
WETS
1035
Wealth Enhancement Trust Services
South Dakota
$16.4M -$44.2K -65 -0.3%
GKWIM
1036
Gerber Kawasaki Wealth & Investment Management
California
$16.4M -$99.3K -146 -0.6%
NFG
1037
Nadler Financial Group
Illinois
$16.4M +$1.14M +1,679 +7%
AA
1038
Apriem Advisors
California
$16.4M -$118K -174 -0.7%
TF
1039
Trek Financial
Arizona
$16.3M +$5.11M +7,519 +43%
YAIA
1040
Yanni & Associates Investment Advisors
Pennsylvania
$16.3M +$294K +433 +2%
CCWA
1041
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$16.3M -$882K -1,297 -5%
BWP
1042
Burling Wealth Partners
Illinois
$16.3M +$286K +421 +2%
BLC
1043
Brown, Lisle/Cummings
Rhode Island
$16.3M -$475K -698 -3%
SFM
1044
Soros Fund Management
New York
$16.3M -$79.3M -116,653 -82%
PWSG
1045
Pacific Wealth Strategies Group
California
$16.3M -$8.44M -12,419 -33%
ISL
1046
Ingalls & Snyder LLC
New York
$16.2M -$2.49M -3,664 -13%
FPW
1047
Flagship Private Wealth
Massachusetts
$16.2M -$511K -751 -3%
BFG
1048
Bouchey Financial Group
New York
$16.2M +$3.4K +5 +0%
EWS
1049
Evergreen Wealth Solutions
Pennsylvania
$16.2M +$13M +19,140 +334%
IPW
1050
Impact Partnership Wealth
Georgia
$16.1M -$5.55M -8,159 -25%
40 41
42
43 44