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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
UFA
1151
US Financial Advisors
Massachusetts
$11.5M +$232K +420 +2%
BFO
1152
Biltmore Family Office
North Carolina
$11.5M +$1.67M +3,026 +18%
AC
1153
Avestar Capital
New York
$11.4M +$1.19M +2,148 +12%
AF
1154
Advisornet Financial
Minnesota
$11.4M -$150K -271 -1%
EFG
1155
Elios Financial Group
Ohio
$11.4M +$10.9M +19,802 New
MSFS
1156
Main Street Financial Solutions
Pennsylvania
$11.4M -$13.5M -24,347 -55%
CI
1157
Cordant Inc
Oregon
$11.3M -$168K -304 -2%
CFSG
1158
Clark Financial Services Group
Missouri
$11.3M +$78K +141 +0.7%
AWA
1159
Arkadios Wealth Advisors
Georgia
$11.3M -$13.6M -24,638 -56%
JWA
1160
JFS Wealth Advisors
Pennsylvania
$11.3M +$762K +1,379 +8%
BV
1161
Boxwood Ventures
Illinois
$11.3M – – –
CI
1162
CX Institutional
Indiana
$11.2M +$107K +194 +1%
PFBT
1163
Parkside Financial Bank & Trust
Missouri
$11.2M +$2.33M +4,207 +28%
AMBIA
1164
Allen Mooney & Barnes Investment Advisors
Georgia
$11.2M -$760K -1,375 -7%
FMC
1165
First Merchants Corp
Indiana
$11.1M -$175K -317 -2%
WA
1166
Win Advisors
Florida
$11.1M +$10.7M +19,368 New
MCM
1167
MidAtlantic Capital Management
Virginia
$11.1M +$295K +534 +3%
AA
1168
Ancora Advisors
Ohio
$11.1M +$16.6K +30 +0.2%
FGG
1169
Financial Guidance Group
Florida
$11.1M -$55.3K -100 -0.5%
PA
1170
Planning Alternatives
Michigan
$11.1M +$42K +76 +0.4%
RL
1171
RPO LLC
Connecticut
$11M +$10.6M +19,232 New
MWM
1172
MinichMacGregor Wealth Management
New York
$11M -$38.7K -70 -0.4%
GAM
1173
Grandview Asset Management
Pennsylvania
$11M +$457K +826 +5%
RBFC
1174
Roman Butler Fullerton & Co
Missouri
$11M -$408K -737 -4%
OWA
1175
ORBA Wealth Advisors
Illinois
$11M +$285K +515 +3%
45 46
47
48 49