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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
1201
Strategic Wealth Partners
Ohio
$14.3M +$438K +648 +3%
CFS
1202
CRA Financial Services
New Jersey
$14.3M +$468K +692 +3%
SHF
1203
Safe Harbor Fiduciary
Florida
$14.2M +$14.1M +20,893 New
SC
1204
Sepio Capital
Utah
$14.2M -$5.19M -7,672 -27%
IB
1205
Intrust Bank
Kansas
$14.2M -$50.7K -75 -0.4%
OWP
1206
Obermeyer Wealth Partners
Colorado
$14.2M +$807K +1,194 +6%
CAWM
1207
Capital Advisors Wealth Management
Washington
$14.2M +$429K +635 +3%
GC
1208
Grimes & Company
Massachusetts
$14.2M -$637K -942 -4%
CAMG
1209
CWA Asset Management Group
Florida
$14.1M -$239K -353 -2%
BWP
1210
Balboa Wealth Partners
Arizona
$14.1M -$261K -386 -2%
NF
1211
Napier Financial
Massachusetts
$14.1M +$14M +20,723 New
MM
1212
Morangie Management
Florida
$14.1M -$1.08M -1,596 -7%
SWA
1213
SFMG Wealth Advisors
Texas
$14M +$553K +818 +4%
BWA
1214
BlueChip Wealth Advisors
Georgia
$14M -$269K -398 -2%
RFA
1215
Reyes Financial Architecture
California
$14M +$11.9M +17,584 +599%
AP
1216
Appleton Partners
Massachusetts
$14M -$77.7K -115 -0.6%
MA
1217
Marquette Associates
Illinois
$13.9M +$2.72M +4,022 +25%
MLL
1218
Moody Lynn & Lieberson
Massachusetts
$13.9M -$100K -148 -0.7%
VWM
1219
Vigilare Wealth Management
Arizona
$13.9M +$8.68M +12,842 +171%
AIM
1220
AMI Investment Management
Indiana
$13.8M -$8.79K -13 -0.1%
AA
1221
Advisory Alpha
Michigan
$13.8M -$230K -341 -2%
CWI
1222
Conscious Wealth Investments
Florida
$13.8M -$1.56M -2,313 -10%
SVWAG
1223
Sound View Wealth Advisors Group
Georgia
$13.8M +$281K +416 +2%
SPWM
1224
Schrum Private Wealth Management
Florida
$13.7M +$119K +176 +0.9%
BM
1225
Berman McAleer
Maryland
$13.7M -$324K -479 -2%
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