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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SS
1126
SBI Securities
Japan
$14.2M -$401K -626 -3%
AMBIA
1127
Allen Mooney & Barnes Investment Advisors
Georgia
$14.2M -$151K -236 -1%
CL
1128
CSS LLC
Illinois
$14.2M +$13.7M +21,304 New
PHS
1129
PFM Health Sciences
California
$14.1M +$2.62M +4,081 +24%
AGAM
1130
Audent Global Asset Management
California
$14.1M +$6.12M +9,543 +83%
CFM
1131
Comprehensive Financial Management
California
$14.1M – – –
BWP
1132
Balboa Wealth Partners
Arizona
$14.1M +$1.04M +1,620 +8%
CAMG
1133
CWA Asset Management Group
Florida
$14M -$721K -1,125 -5%
CWP
1134
Cyndeo Wealth Partners
Florida
$14M +$92.9K +145 +0.7%
IB
1135
Intrust Bank
Kansas
$14M -$99.4K -155 -0.7%
BWA
1136
BlueChip Wealth Advisors
Georgia
$13.9M +$469K +732 +4%
IAIM
1137
Industrial Alliance Investment Management
Quebec, Canada
$13.9M -$217K -339 -2%
WWA
1138
WCG Wealth Advisors
Nevada
$13.9M -$526K -821 -4%
TCBWMS
1139
Texas Capital Bank Wealth Management Services
Texas
$13.9M -$962K -1,500 -7%
CCC
1140
Compass Capital Corp
Massachusetts
$13.9M +$7.61M +11,872 +139%
TCWA
1141
Turtle Creek Wealth Advisors
Texas
$13.8M +$2.25M +3,511 +20%
SW
1142
SlateStone Wealth
Florida
$13.8M -$256K -400 -2%
AA
1143
Advisory Alpha
Michigan
$13.8M -$8.7M -13,579 -40%
RAG
1144
RIA Advisory Group
Iowa
$13.8M -$819K -1,278 -6%
BM
1145
Berman McAleer
Maryland
$13.8M +$13.2M +20,637 New
AP
1146
Appleton Partners
Massachusetts
$13.7M -$353K -551 -3%
DWA
1147
Douglass Winthrop Advisors
New York
$13.7M -$78.8K -123 -0.6%
NFG
1148
Nations Financial Group
Iowa
$13.7M +$564K +880 +4%
MLL
1149
Moody Lynn & Lieberson
Massachusetts
$13.7M -$299K -467 -2%
LFAS
1150
Level Four Advisory Services
Texas
$13.7M +$262K +409 +2%
44 45
46
47 48