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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1351
CGN Advisors
Kansas
$11.8M -$102K -141 -0.9%
OA
1352
Operose Advisors
Wisconsin
$11.8M +$11.4M +15,759 New
FFA
1353
Frazier Financial Advisors
Ohio
$11.8M -$820K -1,131 -7%
PPWM
1354
Paragon Private Wealth Management
Kentucky
$11.8M +$8.97M +12,376 +367%
RC
1355
Roundview Capital
New Jersey
$11.8M +$452K +624 +4%
NLP
1356
Next Level Private
New York
$11.7M -$180K -248 -2%
VWS
1357
Virtus Wealth Solutions
New Jersey
$11.7M -$3.02M -4,162 -21%
SIM
1358
Seaview Investment Managers
Florida
$11.7M +$505K +696 +5%
ZAM
1359
Zevin Asset Management
Massachusetts
$11.7M -$1.58M -2,180 -12%
PC
1360
Port Capital
Illinois
$11.7M +$3.1M +4,271 +38%
KWS
1361
Keystone Wealth Services
California
$11.7M -$286K -395 -2%
EAM
1362
Empirical Asset Management
Massachusetts
$11.7M -$2.56M -3,529 -18%
SIC
1363
Sigma Investment Counselors
Michigan
$11.6M -$240K -331 -2%
EC
1364
Elequin Capital
New York
$11.6M -$14.3M -19,681 -56%
ALA
1365
Atlas Legacy Advisors
California
$11.6M +$370K +511 +3%
FFA
1366
Founders Financial Alliance
North Carolina
$11.6M +$3.44M +4,743 +44%
CPIA
1367
Cornell Pochily Investment Advisors
New York
$11.6M -$1.09M -1,506 -9%
EP
1368
Essential Planning
New Hampshire
$11.6M +$2.14M +2,947 +23%
FCU
1369
Financial Concepts Unlimited
Maine
$11.6M -$302K -417 -3%
IPWA
1370
International Private Wealth Advisors
California
$11.6M +$341K +471 +3%
IWM
1371
Iams Wealth Management
Nebraska
$11.5M -$2.27M -3,136 -17%
SWP
1372
Summit Wealth Partners
Florida
$11.5M +$6.53K +9 +0.1%
ST
1373
Smithfield Trust
Pennsylvania
$11.5M +$3.9M +5,376 +53%
SWA
1374
Strategic Wealth Advisors
Arizona
$11.5M +$84.1K +116 +0.7%
FFM
1375
Forum Financial Management
Illinois
$11.5M -$262K -361 -2%
53 54
55
56 57