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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1301
Horizon Wealth Management
Illinois
$7.8M +$482K +969 +7%
WTA
1302
Washington Trust Advisors
Massachusetts
$7.79M -$15.4K -31 -0.2%
QPWM
1303
Quadrant Private Wealth Management
Pennsylvania
$7.79M -$120K -242 -2%
WWC
1304
Waypoint Wealth Counsel
Georgia
$7.78M +$1.56M +3,127 +27%
VCM
1305
Vivaldi Capital Management
Illinois
$7.76M +$701K +1,408 +10%
PFBT
1306
Parkside Financial Bank & Trust
Missouri
$7.75M +$3.53M +7,082 +92%
BA
1307
Brightwater Advisory
Florida
$7.72M -$46.8K -94 -0.6%
SCM
1308
Sage Capital Management
New Jersey
$7.7M +$7.97K +16 +0.1%
CA
1309
CGN Advisors
Kansas
$7.69M +$309K +620 +4%
MA
1310
MAS Advisors
Florida
$7.68M – – –
QFA
1311
Quattro Financial Advisors
Texas
$7.67M +$7.06M +14,184 +2,986%
SSCM
1312
Spectrum Strategic Capital Management
Oregon
$7.66M -$640K -1,286 -8%
BCM
1313
BTC Capital Management
Iowa
$7.65M +$7.28M +14,627 New
SWRP
1314
Summit Wealth & Retirement Planning
California
$7.64M +$156K +314 +2%
LTL
1315
Lowery Thomas LLC
California
$7.64M -$85.6K -172 -1%
LFG
1316
Larson Financial Group
Missouri
$7.63M +$2.39M +4,800 +49%
WCM
1317
Washington Capital Management
Washington
$7.63M -$688K -1,382 -9%
ST
1318
Smithfield Trust
Pennsylvania
$7.63M -$201K -404 -3%
FPAS
1319
Focus Partners Advisor Solutions
Missouri
$7.62M +$1.59M +3,185 +28%
KWS
1320
Keystone Wealth Services
California
$7.62M +$122K +246 +2%
SVWAG
1321
Sound View Wealth Advisors Group
Georgia
$7.61M +$2.23M +4,474 +44%
CAM
1322
Concorde Asset Management
Michigan
$7.61M -$4.46M -8,952 -38%
SHWM
1323
Smith & Howard Wealth Management
Georgia
$7.6M +$6.56M +13,185 +974%
BTWM
1324
Baker Tilly Wealth Management
Wisconsin
$7.6M -$2.75M -5,526 -28%
FFA
1325
Farther Finance Advisors
California
$7.56M +$5.51M +11,069 +324%
51 52
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