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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1251
Congress Wealth Management
Massachusetts
$5.78M -$6.36M -15,941 -53%
SC
1252
Sierra Capital
Florida
$5.76M -$512K -1,283 -8%
LPIC
1253
LeJeune Puetz Investment Counsel
Michigan
$5.74M +$42.3K +106 +0.8%
FIB
1254
First Interstate Bank
Montana
$5.73M +$188K +470 +3%
CWM
1255
C2C Wealth Management
Arizona
$5.72M +$348K +873 +7%
BIC
1256
Beach Investment Counsel
Pennsylvania
$5.71M – – –
CWP
1257
Cyndeo Wealth Partners
Florida
$5.71M +$1.13M +2,831 +25%
WAM
1258
Watershed Asset Management
California
$5.69M – – –
EW
1259
Element Wealth
Mississippi
$5.67M -$57.9K -145 -1%
ACA
1260
Aspire Capital Advisors
Washington
$5.67M +$158K +396 +3%
PCA
1261
Pallas Capital Advisors
Massachusetts
$5.66M +$5.59K +14 +0.1%
DL
1262
DOHJ LLC
Washington
$5.64M +$5.15M +12,896 +1,451%
FAG
1263
Fortitude Advisory Group
Washington
$5.64M -$376K -943 -6%
PF
1264
Phoenix Financial
Israel
$5.62M -$4.14M -10,375 -43%
LA
1265
Latitude Advisors
Florida
$5.6M +$79.4K +199 +1%
IF
1266
IRON Financial
Illinois
$5.6M -$1.2K -3 -0%
ACM
1267
Ashford Capital Management
Delaware
$5.59M -$213K -535 -4%
AWM
1268
Aries Wealth Management
Maine
$5.58M -$106K -266 -2%
TPW
1269
TL Private Wealth
Texas
$5.56M -$134K -335 -2%
HWM
1270
HFG Wealth Management
Texas
$5.56M +$5.41M +13,570 New
LIA
1271
LBMC Investment Advisors
Tennessee
$5.55M +$11.6K +29 +0.2%
SFFS
1272
Stonehage Fleming Financial Services
Jersey
$5.54M -$2.95M -7,386 -35%
TF
1273
Trek Financial
Arizona
$5.52M -$4.48M -11,241 -45%
CS
1274
Cannell & Spears
New York
$5.52M -$1.77M -4,444 -25%
CF
1275
Cantor Fitzgerald
New York
$5.51M -$935M -2,343,682 -99%
49 50
51
52 53