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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1226
Simplicity Wealth
New Jersey
$14.2M +$9.82M +13,551 +208%
BDWCC
1227
B&D White Capital Company
Texas
$14.1M +$11M +15,194 +405%
SAM
1228
Sequent Asset Management
Texas
$14.1M -$136K -187 -1%
CA
1229
Clune & Associates
Illinois
$14.1M -$2.26M -3,117 -14%
LWM
1230
Lyell Wealth Management
California
$14.1M +$62.4K +86 +0.5%
MCM
1231
MidAtlantic Capital Management
Virginia
$14.1M -$3.63K -5 -0%
ES
1232
Eagle Strategies
New York
$14.1M +$407K +561 +3%
MAM
1233
McLean Asset Management
Virginia
$14M -$170K -234 -1%
SFWC
1234
Strategic Family Wealth Counselors
New Jersey
$14M -$725 -1 -0%
PWP
1235
Principle Wealth Partners
Connecticut
$14M +$852K +1,175 +7%
SMA
1236
Sage Mountain Advisors
Georgia
$13.9M -$229K -316 -2%
IB
1237
Intrust Bank
Kansas
$13.9M – – –
CFCS
1238
CDM Financial Counseling Services
Connecticut
$13.9M -$423K -584 -3%
CIA
1239
Compass Ion Advisors
Pennsylvania
$13.9M -$252K -347 -2%
MAM
1240
Milestone Asset Management
Pennsylvania
$13.8M +$12.3M +16,968 +1,116%
VIP
1241
Vista Investment Partners
Oklahoma
$13.8M +$21K +29 +0.2%
CWI
1242
Conscious Wealth Investments
Florida
$13.8M -$585K -807 -4%
MWPCG
1243
Measured Wealth Private Client Group
New Hampshire
$13.7M -$10.2K -14 -0.1%
TAM
1244
TCP Asset Management
Ohio
$13.7M -$4.35K -6 -0%
GTWM
1245
Global Trust Wealth Management
Florida
$13.7M -$5.39M -7,436 -29%
CC
1246
Courier Capital
New York
$13.7M +$1.64M +2,257 +14%
FCBT
1247
First Citizens Bank & Trust
North Carolina
$13.7M -$515K -711 -4%
TF
1248
Tandem Financial
Colorado
$13.6M +$549K +757 +4%
MFA
1249
Mayflower Financial Advisors
Massachusetts
$13.6M -$185K -255 -1%
PWM
1250
Paulson Wealth Management
Illinois
$13.6M -$76.9K -106 -0.6%
48 49
50
51 52