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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
1101
Mayflower Financial Advisors
Massachusetts
$12.4M -$11.8K -20 -0.1%
ZIG
1102
Zurich Insurance Group
Switzerland
$12.4M -$118K -200 -0.9%
LWMI
1103
Landmark Wealth Management (Illinois)
Illinois
$12.4M -$5.26M -8,955 -29%
DJSG
1104
D.J. St. Germain
Massachusetts
$12.4M -$558K -949 -4%
EPIME
1105
Evelyn Partners Investment Management (Europe)
$12.4M -$377K -641 -3%
NWA
1106
Navis Wealth Advisors
New York
$12.3M +$922K +1,569 +8%
HPBT
1107
Hickory Point Bank & Trust
Illinois
$12.3M -$24.7K -42 -0.2%
GC
1108
Grimes & Company
Massachusetts
$12.3M -$168K -285 -1%
PCM
1109
Penserra Capital Management
California
$12.3M -$19.8M -33,679 -61%
SCM
1110
Schnieders Capital Management
California
$12.3M -$119K -203 -0.9%
MWM
1111
MinichMacGregor Wealth Management
New York
$12.2M -$887K -1,509 -6%
GWANC
1112
Guardian Wealth Advisors (North Carolina)
North Carolina
$12.2M +$126K +214 +1%
JWM
1113
Jacksonville Wealth Management
Florida
$12.2M +$262K +446 +2%
CFO
1114
Custos Family Office
Texas
$12.2M -$264K -449 -2%
UB
1115
UMB Bank
Missouri
$12.2M +$1.09M +1,860 +9%
AP
1116
Appleton Partners
Massachusetts
$12.2M -$461K -784 -3%
PL
1117
Polianta Ltd
Jersey
$12.2M +$12.8M +21,800 New
GSWM
1118
Golden State Wealth Management
California
$12.2M +$1.31M +2,235 +11%
DWM
1119
Destination Wealth Management
California
$12.2M +$262K +446 +2%
JWA
1120
JFS Wealth Advisors
Pennsylvania
$12.1M -$88.8K -151 -0.7%
TFP
1121
Traction Financial Partners
Wyoming
$12M +$1.01M +1,710 +9%
UWPG
1122
Ullmann Wealth Partners Group
Florida
$12M +$1.97M +3,355 +18%
GLA
1123
Good Life Advisors
Pennsylvania
$12M +$498K +848 +4%
MBFW
1124
Morton Brown Family Wealth
Pennsylvania
$12M +$62.9K +107 +0.5%
EAM
1125
Evanson Asset Management
California
$12M -$1.16M -1,970 -8%
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