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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1226
Northside Capital Management
Oregon
$14.4M -$202K -279 -1%
UWPG
1227
Ullmann Wealth Partners Group
Florida
$14.3M +$5.08K +7 +0%
AGM
1228
Alpine Global Management
New York
$14.3M +$7.37M +10,172 +113%
BC
1229
Bricktown Capital
Michigan
$14.3M – – –
DWA
1230
Douglass Winthrop Advisors
New York
$14.3M +$1.58M +2,181 +13%
MBT
1231
Montecito Bank & Trust
California
$14.2M -$405K -559 -3%
RCM
1232
RB Capital Management
Nevada
$14.2M +$166K +229 +1%
SW
1233
Simplicity Wealth
New Jersey
$14.2M +$9.82M +13,551 +208%
BDWCC
1234
B&D White Capital Company
Texas
$14.1M +$11M +15,194 +405%
SAM
1235
Sequent Asset Management
Texas
$14.1M -$136K -187 -1%
CA
1236
Clune & Associates
Illinois
$14.1M -$2.26M -3,117 -14%
LWM
1237
Lyell Wealth Management
California
$14.1M +$62.4K +86 +0.5%
MCM
1238
MidAtlantic Capital Management
Virginia
$14.1M -$3.63K -5 -0%
ES
1239
Eagle Strategies
New York
$14.1M +$407K +561 +3%
MAM
1240
McLean Asset Management
Virginia
$14M -$170K -234 -1%
SFWC
1241
Strategic Family Wealth Counselors
New Jersey
$14M -$725 -1 -0%
PWP
1242
Principle Wealth Partners
Connecticut
$14M +$852K +1,175 +7%
SMA
1243
Sage Mountain Advisors
Georgia
$13.9M -$229K -316 -2%
IB
1244
Intrust Bank
Kansas
$13.9M – – –
CFCS
1245
CDM Financial Counseling Services
Connecticut
$13.9M -$423K -584 -3%
CIA
1246
Compass Ion Advisors
Pennsylvania
$13.9M -$252K -347 -2%
MAM
1247
Milestone Asset Management
Pennsylvania
$13.8M +$12.3M +16,968 +1,116%
VIP
1248
Vista Investment Partners
Oklahoma
$13.8M +$21K +29 +0.2%
CWI
1249
Conscious Wealth Investments
Florida
$13.8M -$585K -807 -4%
MWPCG
1250
Measured Wealth Private Client Group
New Hampshire
$13.7M -$10.2K -14 -0.1%
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