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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
1226
Waterloo Capital
Texas
$11.7M +$2.45M +4,294 +29%
TS
1227
Triglav Skladi
Slovenia
$11.7M -$703K -1,230 -6%
NPT
1228
Nixon Peabody Trust
Massachusetts
$11.7M -$537K -940 -5%
WDG
1229
Wealth Dimensions Group
Ohio
$11.6M +$97.8K +171 +0.9%
OPW
1230
Oxler Private Wealth
New York
$11.6M -$83.5K -146 -0.8%
SFWC
1231
Strategic Family Wealth Counselors
New Jersey
$11.6M -$125K -218 -1%
LMKC
1232
L.M. Kohn & Company
Ohio
$11.6M -$805K -1,409 -7%
WPC
1233
Wedmont Private Capital
Pennsylvania
$11.6M +$1.48M +2,596 +16%
HWA
1234
Hillcrest Wealth Advisors
New Jersey
$11.6M -$216K -377 -2%
LKWM
1235
Lee-Kelleher Wealth Management
Maryland
$11.6M -$269K -471 -2%
SF
1236
Symphony Financial
Texas
$11.6M +$4.15M +7,254 +1,213%
CI
1237
Cordant Inc
Oregon
$11.5M -$126K -220 -1%
SHFP
1238
Second Half Financial Partners
Florida
$11.5M +$4.86M +8,495 +84%
QC
1239
Qalhat Capital
British Virgin Islands
$11.5M – – –
MWM
1240
MorganRosel Wealth Management
Colorado
$11.5M +$21.2K +37 +0.2%
FNBOO
1241
First National Bank of Omaha
Nebraska
$11.5M -$420K -734 -4%
BAM
1242
Berkshire Asset Management
Pennsylvania
$11.4M -$197K -344 -2%
NFA
1243
Northern Financial Advisors
Michigan
$11.4M -$102K -178 -1%
CGF
1244
Constant Guidance Financial
Massachusetts
$11.4M -$782K -1,368 -7%
VIP
1245
Vista Investment Partners
Oklahoma
$11.4M +$32K +56 +0.3%
WC
1246
Weil Company
California
$11.3M -$9.74M -17,036 -48%
MG
1247
Mather Group
Illinois
$11.3M +$116K +203 +1%
ZIG
1248
Zurich Insurance Group
Switzerland
$11.3M -$1.6M -2,800 -13%
AO
1249
Advisor OS
Illinois
$11.3M -$3.36M -5,880 -24%
VHAM
1250
Van Hulzen Asset Management
California
$11.3M -$107K -188 -1%
48 49
50
51 52