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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
1226
Weil Company
California
$12.2M -$26.3K -41 -0.2%
SP
1227
Sherman Porfolios
Idaho
$12.2M -$2.16M -3,369 -16%
LKWM
1228
Lee-Kelleher Wealth Management
Maryland
$12.2M -$330K -515 -3%
CFO
1229
Custos Family Office
Texas
$12.2M -$1.25M -1,949 -10%
PWP
1230
Principle Wealth Partners
Connecticut
$12.2M +$41.7K +65 +0.4%
SL
1231
Sentinus LLC
Illinois
$12.1M -$525K -819 -4%
CSIC
1232
Clifford Swan Investment Counsel
California
$12.1M +$854K +1,333 +8%
WCM
1233
Winthrop Capital Management
Indiana
$12.1M +$894K +1,395 +8%
PAM
1234
Panagora Asset Management
Massachusetts
$12.1M +$4.5M +7,025 +63%
HWA
1235
Heritage Wealth Advisors
Virginia
$12.1M +$1.47M +2,290 +14%
TC
1236
TownSquare Capital
Utah
$12M -$2.47M -3,860 -18%
FHB
1237
First Hawaiian Bank
Hawaii
$12M -$1.92K -3 -0%
SHFP
1238
Second Half Financial Partners
Florida
$12M -$407K -635 -3%
VHAM
1239
Van Hulzen Asset Management
California
$11.9M -$219K -342 -2%
LWP
1240
LMG Wealth Partners
Louisiana
$11.9M +$6.41K +10 +0.1%
MSFS
1241
Main Street Financial Solutions
Pennsylvania
$11.9M -$1.63M -2,547 -13%
CP
1242
Canopy Partners
Ohio
$11.8M -$10.3K -16 -0.1%
NAMP
1243
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$11.8M -$9.62K -15 -0.1%
CIA
1244
Caerus Investment Advisors
Texas
$11.8M +$563K +878 +5%
ZF
1245
Zhang Financial
Michigan
$11.8M +$3.85K +6 +0%
EFA
1246
Edge Financial Advisors
Illinois
$11.8M -$1.03M -1,606 -8%
AT
1247
Arlington Trust
Alabama
$11.8M +$412K +642 +4%
CPIA
1248
Cornell Pochily Investment Advisors
New York
$11.7M -$25.6K -40 -0.2%
MCCP
1249
Mission Creek Capital Partners
California
$11.7M -$89.7K -140 -0.8%
NG
1250
Norden Group
Utah
$11.7M -$7.12M -11,110 -39%
48 49
50
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