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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WCFA
1326
Walkner Condon Financial Advisors
Wisconsin
$3.77M +$543K +1,300 +17%
MA
1327
MONECO Advisors
Connecticut
$3.77M -$203K -487 -5%
BA
1328
BCM Advisors
Louisiana
$3.76M -$149K -356 -4%
HFA
1329
High Falls Advisors
New York
$3.76M -$5.68M -13,605 -61%
PCS
1330
Personal CFO Solutions
New Jersey
$3.76M +$81.8K +196 +2%
FPGK
1331
Financial Partners Group (Kansas)
Kansas
$3.76M +$182K +436 +5%
AIA
1332
Alera Investment Advisors
Illinois
$3.76M +$42.2K +101 +1%
UBV
1333
United Bank (Virginia)
Virginia
$3.74M -$10.9K -26 -0.3%
LWCFA
1334
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.74M +$286K +684 +8%
LWMT
1335
Legacy Wealth Management (Tennessee)
Tennessee
$3.74M -$14.2K -34 -0.4%
ACA
1336
Atlas Capital Advisors
Wyoming
$3.73M -$875K -2,096 -19%
SRC
1337
Sage Rhino Capital
California
$3.73M +$3.28M +7,847 +905%
KC
1338
Kinloch Capital
Virginia
$3.73M +$242K +580 +7%
BIM
1339
Baldwin Investment Management
Pennsylvania
$3.71M +$10.4K +25 +0.3%
CRWM
1340
Castle Rock Wealth Management
California
$3.71M +$1.66M +3,970 +90%
OFG
1341
Omega Financial Group
California
$3.71M +$63.4K +152 +2%
UIA
1342
UBP Investment Advisors
Switzerland
$3.69M +$117K +280 +3%
PO
1343
Private Ocean
California
$3.67M -$369K -883 -9%
NPT
1344
Nixon Peabody Trust
Massachusetts
$3.67M -$78.5K -188 -2%
KF
1345
Krilogy Financial
Missouri
$3.67M +$71.8K +172 +2%
PAM
1346
Pegasus Asset Management
New York
$3.65M -$14.6K -35 -0.4%
FFW
1347
Fusion Family Wealth
New York
$3.65M +$647K +1,550 +22%
MMHP
1348
Murphy Middleton Hinkle & Parker
Georgia
$3.64M +$27.5K +66 +0.8%
V
1349
VeraBank
Texas
$3.64M – – –
CAM
1350
Cozad Asset Management
Illinois
$3.63M +$71.4K +171 +2%
52 53
54
55 56