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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1351
RKL Wealth Management
Pennsylvania
$3.23M – – –
KC
1352
Kinloch Capital
Virginia
$3.22M +$65.6K +170 +2%
MF
1353
Montis Financial
Massachusetts
$3.22M -$5.4K -14 -0.2%
WAAG
1354
Wealth Alliance Advisory Group
Kansas
$3.22M +$52.8K +137 +2%
CWM
1355
Chesapeake Wealth Management
Virginia
$3.21M +$168K +436 +6%
SF
1356
Symphony Financial
Texas
$3.2M -$4.75M -12,330 -61%
LWCFA
1357
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.19M -$152K -393 -5%
OGF
1358
Orin Green Financial
California
$3.17M – – –
SIC
1359
Samalin Investment Counsel
New York
$3.16M +$277K +719 +10%
KLI
1360
Kelman-Lazarov Inc
Tennessee
$3.15M -$15K -39 -0.5%
RWM
1361
Raffa Wealth Management
District of Columbia
$3.15M +$12.3K +32 +0.4%
PFM
1362
Parsec Financial Management
North Carolina
$3.12M +$236K +611 +8%
HF
1363
Halpern Financial
Virginia
$3.11M -$80.2K -208 -3%
SWA
1364
Sightline Wealth Advisors
Connecticut
$3.1M -$120K -312 -4%
PAM
1365
PVG Asset Management
Colorado
$3.1M +$3.01M +7,814 New
PI
1366
PFS Investments
Georgia
$3.09M +$281K +728 +10%
APP
1367
Avantax Planning Partners
Iowa
$3.09M +$1.54M +4,001 +106%
MWM
1368
Marietta Wealth Management
Georgia
$3.08M -$103K -267 -3%
FM
1369
Family Management
New York
$3.06M +$20.4K +53 +0.7%
TI
1370
Tidal Investments
Wisconsin
$3.06M +$4.78M +12,400 +267%
FVCM
1371
F&V Capital Management
Florida
$3.06M -$23.1K -60 -0.8%
SL
1372
Stevard LLC
Illinois
$3.04M -$16.1M -41,627 -84%
CAM
1373
Covenant Asset Management
New Jersey
$3.03M +$25.1K +65 +0.9%
DA
1374
Doliver Advisors
Texas
$3.02M +$1.78M +4,618 +154%
FTA
1375
Financial & Tax Architects
Missouri
$3.01M +$2.93M +7,597 New
53 54
55
56 57