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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MWPCG
1051
Measured Wealth Private Client Group
New Hampshire
$15.6M -$724K -1,229 -4%
SWA
1052
Sax Wealth Advisors
New Jersey
$15.6M +$169K +286 +1%
CSD
1053
Clear Street Derivatives
New York
$15.6M +$7.96M +13,508 +103%
FA
1054
Fiducient Advisors
Illinois
$15.6M -$690K -1,172 -4%
TC
1055
Trilogy Capital
California
$15.6M +$12.9M +21,826 +459%
SAS
1056
Stelac Advisory Services
New York
$15.6M -$529K -898 -3%
FPW
1057
Flagship Private Wealth
Massachusetts
$15.5M -$330K -560 -2%
IAS
1058
IMA Advisory Services
Colorado
$15.5M +$15.6M +26,493 New
WIA
1059
Wealthedge Investment Advisors
New York
$15.5M +$15.6M +26,470 New
GA
1060
Guerra Advisors
Florida
$15.5M +$15.6M +26,447 New
NG
1061
Norden Group
Utah
$15.5M +$504K +856 +3%
IWA
1062
Icon Wealth Advisors
Texas
$15.4M +$141K +240 +0.9%
PWM
1063
Peterson Wealth Management
Nevada
$15.4M +$609K +1,034 +4%
PA
1064
PFG Advisors
Arizona
$15.4M -$517K -878 -3%
LT
1065
Legacy Trust
Michigan
$15.4M -$904K -1,535 -6%
MC
1066
Moors & Cabot
Massachusetts
$15.4M +$506K +858 +3%
IF
1067
Integrity Financial
Wyoming
$15.3M +$226K +383 +1%
WEG
1068
World Equity Group
Illinois
$15.3M +$7.98M +13,541 +108%
OFS
1069
Oldfather Financial Services
Nebraska
$15.3M -$137K -233 -0.9%
MIA
1070
MMBG Investment Advisors
Florida
$15.2M -$1.88M -3,193 -11%
GP
1071
Gridiron Partners
Pennsylvania
$15.2M – – –
MWP
1072
MYCIO Wealth Partners
Pennsylvania
$15.2M +$569K +965 +4%
TAM
1073
Titleist Asset Management
Texas
$15.2M +$1.32M +2,243 +9%
SMA
1074
Sage Mountain Advisors
Georgia
$15.2M +$5.7M +9,679 +60%
IAIM
1075
International Assets Investment Management
Florida
$15M +$470K +798 +3%
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