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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AMBIA
1051
Allen Mooney & Barnes Investment Advisors
Georgia
$11.8M -$344K -773 -3%
PCG
1052
PFC Capital Group
California
$11.8M +$11M +24,779 New
SCM
1053
Schnieders Capital Management
California
$11.7M -$143K -320 -1%
HFS
1054
Howard Financial Services
Texas
$11.7M -$331K -744 -3%
IF
1055
Integrity Financial
Wyoming
$11.7M +$221K +495 +2%
FFA
1056
First Foundation Advisors
California
$11.7M -$1.52M -3,418 -12%
RA
1057
RFG Advisory
Alabama
$11.7M +$376K +845 +4%
NFA
1058
Northern Financial Advisors
Michigan
$11.7M -$1.11M -2,501 -9%
PCG
1059
Prosperity Consulting Group
Maryland
$11.6M -$7.57K -17 -0.1%
AC
1060
AlphaCore Capital
California
$11.6M +$4.66M +10,470 +76%
BCM
1061
BlueCrest Capital Management
Jersey
$11.6M +$4.53M +10,159 +71%
CFA
1062
Camarda Financial Advisors
Florida
$11.5M +$2M +4,493 +23%
CWM
1063
Cordatus Wealth Management
Pennsylvania
$11.5M +$7.25M +16,285 +205%
UB
1064
UMB Bank
Missouri
$11.5M -$44.5K -100 -0.4%
CG
1065
Caprock Group
Idaho
$11.5M +$881K +1,978 +9%
GF
1066
Gries Financial
Ohio
$11.5M -$70.4K -158 -0.6%
PWMG
1067
Provence Wealth Management Group
California
$11.5M -$265K -596 -2%
CFM
1068
Comprehensive Financial Management
California
$11.5M – – –
SFG
1069
Sowa Financial Group
Rhode Island
$11.5M -$2.47M -5,540 -19%
MC
1070
Mount Capital
United Kingdom
$11.5M -$9.89M -22,200 -48%
SC
1071
SouthState Corp
Florida
$11.5M -$200K -450 -2%
HIP
1072
HUB Investment Partners
Texas
$11.4M +$6.13M +13,755 +133%
AWA
1073
Aaron Wealth Advisors
Illinois
$11.4M – – –
IAIM
1074
International Assets Investment Management
Florida
$11.4M +$116K +260 +1%
SCM
1075
Stordahl Capital Management
Colorado
$11.4M -$189K -425 -2%
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