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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
1251
LMG Wealth Partners
Louisiana
$8.66M +$6.97K +14 +0.1%
BFC
1252
Bedel Financial Consulting
Indiana
$8.66M +$246K +494 +3%
MG
1253
Meritage Group
California
$8.66M -$39.6M -79,514 -83%
RVPG
1254
Relative Value Partners Group
$8.65M -$1.35M -2,702 -13%
CFP
1255
Catalyst Financial Partners
Massachusetts
$8.65M +$2.01M +4,047 +31%
NLP
1256
Next Level Private
New York
$8.62M +$561K +1,127 +7%
LWM
1257
Lyell Wealth Management
California
$8.6M +$1.16M +2,326 +16%
PAI
1258
Pittenger & Anderson Inc
Nebraska
$8.6M -$68.7K -138 -0.8%
RCIM
1259
Red Cedar Investment Management
Michigan
$8.59M +$844K +1,696 +12%
SIC
1260
Sigma Investment Counselors
Michigan
$8.58M -$93.6K -188 -1%
BFO
1261
Biltmore Family Office
North Carolina
$8.57M +$434K +872 +6%
SWM
1262
SeaCrest Wealth Management
New York
$8.54M -$431K -866 -5%
BCM
1263
Bienville Capital Management
New York
$8.52M -$77.2K -155 -0.9%
SAM
1264
Smithbridge Asset Management
Pennsylvania
$8.52M +$8.11M +16,286 New
PSA
1265
Plum Street Advisors
Louisiana
$8.5M -$224K -450 -3%
RCM
1266
Raleigh Capital Management
North Carolina
$8.49M +$209K +419 +3%
CC
1267
Codex Capital
New York
$8.48M – – –
MC
1268
Mirabaud & Cie
Switzerland
$8.48M -$6.41M -12,873 -44%
ADEF
1269
Adams Diversified Equity Fund
Maryland
$8.47M +$8.07M +16,200 New
NB
1270
NBT Bank
New York
$8.46M -$111K -222 -1%
RIG
1271
Ramiah Investment Group
Wisconsin
$8.45M +$378K +760 +5%
FHA
1272
Flagship Harbor Advisors
Massachusetts
$8.43M -$1.24M -2,482 -13%
ZAM
1273
Zevin Asset Management
Massachusetts
$8.42M -$55.3K -111 -0.7%
PWP
1274
Perfromance Wealth Partners
Illinois
$8.4M -$238K -478 -3%
GSIS
1275
Global Strategic Investment Solutions
Arizona
$8.38M +$28.4K +57 +0.4%
49 50
51
52 53