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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
NC
1076
NewSquare Capital
Pennsylvania
$15.4M +$521K +767 +3%
AI
1077
Accredited Investors
Minnesota
$15.3M -$1.23M -1,816 -7%
BPWM
1078
Badgley Phelps Wealth Managers
Washington
$15.3M -$4.33M -6,362 -21%
SAS
1079
Stelac Advisory Services
New York
$15.3M +$653K +961 +4%
GWANC
1080
Guardian Wealth Advisors (North Carolina)
North Carolina
$15.3M +$92.5K +136 +0.6%
OFG
1081
Opulen Financial Group
Virginia
$15.3M +$72.7K +107 +0.5%
SS
1082
Sunbelt Securities
Texas
$15.3M +$135K +198 +0.9%
PFA
1083
Pinnacle Family Advisors
Missouri
$15.3M +$1.02M +1,507 +7%
SG
1084
StoneX Group
New York
$15.2M -$12.9M -18,957 -45%
NCM
1085
Neumann Capital Management
California
$15.2M -$1.52M -2,234 -9%
WPA
1086
West Paces Advisors
Georgia
$15.2M -$73.4K -108 -0.5%
QFA
1087
Quattro Financial Advisors
Texas
$15.1M +$15.5M +22,798 +5,480%
TWA
1088
Tandem Wealth Advisors
Arizona
$15.1M -$31.8M -46,711 -67%
WPC
1089
Wedmont Private Capital
Pennsylvania
$15.1M +$852K +1,253 +6%
CWM
1090
Coral Wealth Management
Florida
$15.1M +$15.7M +23,147 New
C
1091
Certuity
Florida
$15M -$1.56M -2,292 -9%
FBB
1092
Fulton Breakefield Broenniman
Maryland
$15M -$156K -229 -1%
TPWM
1093
Torrey-Payne Wealth Management
California
$14.9M -$122K -179 -0.8%
HFS
1094
Hopwood Financial Services
Virginia
$14.9M -$165K -242 -1%
BFG
1095
Berger Financial Group
Minnesota
$14.8M -$912K -1,341 -6%
EI
1096
EFG International
$14.8M -$1.82M -2,683 -11%
AAM
1097
American Asset Management
Florida
$14.8M +$207K +305 +1%
SC
1098
SouthState Corp
Florida
$14.8M -$1.77M -2,609 -10%
GAM
1099
GEM Asset Management
Michigan
$14.7M -$536K -788 -3%
CA
1100
Cambridge Associates
Massachusetts
$14.7M +$5.74M +8,437 +60%
42 43
44
45 46