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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1101
Windsor Capital Management
Arizona
$6.14M -$278K -667 -4%
RA
1102
RFG Advisory
Alabama
$6.14M +$1.69M +4,054 +39%
FSA
1103
Franklin Street Advisors
North Carolina
$6.13M -$465K -1,114 -7%
NB
1104
NBT Bank
New York
$6.13M -$207K -495 -3%
AIFAIM
1105
American Institute for Advanced Investment Management
Arizona
$6.13M -$30.9K -74 -0.5%
IWP
1106
Innova Wealth Partners
Pennsylvania
$6.13M +$3.27M +7,840 +121%
EBT
1107
Enterprise Bank & Trust
Massachusetts
$6.12M +$35.9K +86 +0.6%
AC
1108
Apella Capital
Connecticut
$6.11M +$4.79M +11,483 +411%
PF
1109
Phoenix Financial
Israel
$6.1M -$513K -1,229 -8%
PIMG
1110
Patriot Investment Management Group
Tennessee
$6.09M +$177K +423 +3%
CWS
1111
Cypress Wealth Services
California
$6.02M -$2.86M -6,841 -33%
VCM
1112
Verger Capital Management
North Carolina
$6.01M +$17.9K +43 +0.3%
HVIA
1113
Hudson Valley Investment Advisors
New York
$5.98M -$3.75M -8,988 -39%
GFPC
1114
Global Financial Private Client
Florida
$5.98M +$707K +1,695 +14%
BIC
1115
Beach Investment Counsel
Pennsylvania
$5.98M – – –
MWM
1116
Merriman Wealth Management
Washington
$5.97M +$88.5K +212 +2%
BJ
1117
Brouwer & Janachowski
California
$5.95M -$126K -301 -2%
PAM
1118
Peak Asset Management
Colorado
$5.95M -$417K -998 -7%
HWM
1119
Hohimer Wealth Management
Washington
$5.91M -$20.9K -50 -0.4%
DFCM
1120
Dark Forest Capital Management
Puerto Rico
$5.9M +$5.76M +13,788 New
FSC
1121
Full Sail Capital
Oklahoma
$5.88M -$1.65M -3,954 -22%
CIM
1122
Confluence Investment Management
Missouri
$5.88M +$172K +411 +3%
PFA
1123
Paradigm Financial Advisors
Missouri
$5.83M +$241K +577 +4%
PCG
1124
Private Capital Group
Connecticut
$5.78M +$72.6K +174 +1%
HIS
1125
Harvest Investment Services
Illinois
$5.78M +$116K +277 +2%
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