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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BPWM
1126
Badgley Phelps Wealth Managers
Washington
$11.9M -$163K -295 -1%
GFPC
1127
Global Financial Private Client
Florida
$11.9M +$233K +421 +2%
LIA
1128
Luken Investment Analytics
Tennessee
$11.9M -$12.7K -23 -0.1%
MNA
1129
Manning & Napier Advisors
New York
$11.9M +$48.7K +88 +0.4%
OCBCO
1130
Oversea-Chinese Banking Corp (OCBC)
Singapore
$11.8M – – –
PWM
1131
Paulson Wealth Management
Illinois
$11.8M +$625K +1,130 +6%
HWA
1132
Hillcrest Wealth Advisors
New Jersey
$11.8M -$13.8K -25 -0.1%
LWM
1133
Lyell Wealth Management
California
$11.8M -$363K -657 -3%
DWM
1134
Destination Wealth Management
California
$11.8M +$671K +1,213 +6%
TFP
1135
Traction Financial Partners
Wyoming
$11.8M -$3.87K -7 -0%
NWA
1136
Navis Wealth Advisors
New York
$11.7M -$250K -452 -2%
UB
1137
UMB Bank
Missouri
$11.7M +$456K +825 +4%
MI
1138
Moneywise Inc
Virginia
$11.7M +$4.55M +8,225 +67%
PF
1139
Phoenix Financial
Israel
$11.7M -$197K -356 -2%
AO
1140
Advisor OS
Illinois
$11.7M -$356K -644 -3%
SLFPAM
1141
St. Louis Financial Planners Asset Management
Missouri
$11.7M -$5.76M -10,418 -34%
FCMA
1142
Foresight Capital Management Advisors
Michigan
$11.7M +$501K +906 +5%
TWA
1143
Tandem Wealth Advisors
Arizona
$11.7M -$117K -211 -1%
TCM
1144
Towercrest Capital Management
Pennsylvania
$11.7M -$3.52M -6,372 -24%
QC
1145
Quent Capital
New York
$11.7M +$310K +560 +3%
TFGT
1146
TS Financial Group (TSFG)
Illinois
$11.6M +$5.53K +10 +0%
TCBWMS
1147
Texas Capital Bank Wealth Management Services
Texas
$11.6M -$4.29M -7,755 -28%
AWMT
1148
AAFMAA Wealth Management & Trust
North Carolina
$11.6M +$6.65M +12,024 +147%
HCM
1149
Highview Capital Management
Illinois
$11.5M +$337K +609 +3%
NFA
1150
Northern Financial Advisors
Michigan
$11.5M -$615K -1,113 -5%
44 45
46
47 48