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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
$11.7M +$2.72K +4 +0%
HWA
1252
Hillcrest Wealth Advisors
New Jersey
$11.6M -$313K -460 -3%
FIBOI
1253
First International Bank of Israel
$11.6M +$532K +783 +5%
SVWG
1254
Shared Vision Wealth Group
United States
$11.6M +$2.91M +4,284 +32%
LCM
1255
LVM Capital Management
Michigan
$11.6M -$921K -1,354 -7%
ZAM
1256
Zevin Asset Management
Massachusetts
$11.6M +$264K +388 +2%
CCWM
1257
Correct Capital Wealth Management
Missouri
$11.6M -$30M -44,116 -71%
CP
1258
Canopy Partners
Ohio
$11.6M – – –
GCM
1259
Gambit Capital Management
Tennessee
$11.5M -$304K -447 -2%
SCA
1260
Sage Capital Advisors
South Dakota
$11.5M +$5.44K +8 +0%
SSCA
1261
South Shore Capital Advisors
Massachusetts
$11.4M -$15.6K -23 -0.1%
MLL
1262
Moody Lynn & Lieberson
Massachusetts
$11.4M -$1.92M -2,817 -14%
NAMP
1263
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$11.4M -$95.2K -140 -0.8%
PWP
1264
Principle Wealth Partners
Connecticut
$11.4M -$648K -953 -5%
TF
1265
Tandem Financial
Colorado
$11.4M +$6.45M +9,485 +119%
RWB
1266
RMR Wealth Builders
New Jersey
$11.4M -$55.8K -82 -0.5%
CWP
1267
CFM Wealth Partners
Texas
$11.3M +$320K +471 +3%
KLCM
1268
KG&L Capital Management
Louisiana
$11.2M -$1.53M -2,253 -12%
VAG
1269
VisionPoint Advisory Group
Texas
$11.2M -$528K -777 -4%
CCAM
1270
Codex Capital Asset Management
Texas
$11.2M – – –
CWM
1271
CCG Wealth Management
California
$11.2M +$6.84M +10,062 +141%
HC
1272
Hourglass Capital
Texas
$11.2M +$11M +16,180 +1,644%
HWA
1273
Heritage Wealth Advisors
Virginia
$11.2M -$638K -939 -5%
LIP
1274
Lynch Investment Planning
Pennsylvania
$11.1M +$730K +1,074 +7%
BFA
1275
Bridgelight Financial Advisors
Connecticut
$11.1M +$46.9K +69 +0.4%
49 50
51
52 53