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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
1301
Icon Wealth Partners
Texas
$4.33M -$4.42M -10,798 -48%
GCAC
1302
Guardian Capital Advisors (Canada)
Ontario, Canada
$4.33M -$63.5K -155 -1%
RA
1303
RFG Advisory
Alabama
$4.32M -$397K -970 -8%
COCM
1304
Charter Oak Capital Management
New Hampshire
$4.32M +$1.76M +4,305 +60%
SAM
1305
Seelaus Asset Management
New Jersey
$4.32M -$9.83K -24 -0.2%
SH
1306
Svenska Handelsbanken
Sweden
$4.31M -$1.26M -3,077 -21%
RPWA
1307
Regent Peak Wealth Advisors
Georgia
$4.31M -$94.6K -231 -2%
UBV
1308
United Bank (Virginia)
Virginia
$4.29M +$149K +363 +3%
GLLW
1309
Graves Light Lenhart Wealth
Virginia
$4.29M -$22.1K -54 -0.5%
SAM
1310
S.A. Mason
Michigan
$4.28M -$6.14K -15 -0.1%
SHFP
1311
Second Half Financial Partners
Florida
$4.27M – – –
ACM
1312
Advisors Capital Management
New Jersey
$4.25M +$980K +2,393 +27%
EAM
1313
Eagle Asset Management
Florida
$4.24M +$3.84M +9,376 +500%
OIM
1314
Oder Investment Management
California
$4.23M +$6.55K +16 +0.1%
CGH
1315
CMG Global Holdings
Texas
$4.22M -$561K -1,369 -11%
B
1316
Bensler
Washington
$4.21M -$31.5K -77 -0.7%
SS
1317
Sunbelt Securities
Texas
$4.19M +$695K +1,696 +18%
RT
1318
Rockland Trust
Massachusetts
$4.18M -$373K -911 -8%
AWA
1319
Amplius Wealth Advisors
Pennsylvania
$4.18M +$210K +513 +5%
BHWM
1320
Beaird Harris Wealth Management
Texas
$4.18M +$222K +542 +5%
BFA
1321
Bragg Financial Advisors
North Carolina
$4.17M -$27K -66 -0.6%
CFGS
1322
Concourse Financial Group Securities
Alabama
$4.17M -$132K -321 -3%
LFG
1323
Leverty Financial Group
Wisconsin
$4.16M +$3.29M +8,022 +268%
VCP
1324
Vista Capital Partners
Oregon
$4.15M +$242K +591 +6%
LWM
1325
Lyell Wealth Management
California
$4.12M +$147K +358 +3%
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