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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
1376
Avantax Planning Partners
Iowa
$3.61M +$44.1K +100 +1%
PFM
1377
Parsec Financial Management
North Carolina
$3.57M -$23.4K -53 -0.7%
MIC
1378
Meridian Investment Counsel
California
$3.55M -$46.3K -105 -1%
CFO
1379
Colony Family Offices
North Carolina
$3.55M -$475K -1,076 -12%
KC
1380
Kinloch Capital
Virginia
$3.54M -$202K -457 -5%
SMDAM
1381
Sumitomo Mitsui DS Asset Management
Japan
$3.53M +$790K +1,790 +28%
TA
1382
TruWealth Advisors
Louisiana
$3.53M -$27.3K -62 -0.7%
BMO
1383
Beck Mack & Oliver
New York
$3.52M – – –
HF
1384
Halpern Financial
Virginia
$3.52M +$154K +348 +4%
WAAG
1385
Wealth Alliance Advisory Group
Kansas
$3.51M – – –
NPT
1386
Nixon Peabody Trust
Massachusetts
$3.47M -$216K -489 -6%
ACM
1387
Advisors Capital Management
New Jersey
$3.47M +$202K +457 +6%
CBFP
1388
Cedar Brook Financial Partners
Ohio
$3.46M +$2.91M +6,608 +457%
MIM
1389
MTM Investment Management
South Carolina
$3.45M -$45.9K -104 -1%
PSIWM
1390
Paradigm Strategies in Wealth Management
Minnesota
$3.45M +$743K +1,684 +26%
MF
1391
Montis Financial
Massachusetts
$3.44M +$441 +1 +0%
FM
1392
Family Management
New York
$3.44M +$16.8K +38 +0.5%
OGF
1393
Orin Green Financial
California
$3.43M +$441 +1 +0%
DFA
1394
DHJJ Financial Advisors
Illinois
$3.43M -$112K -255 -3%
AWA
1395
Alta Wealth Advisors
Massachusetts
$3.42M +$390K +884 +12%
EHC
1396
Everett Harris & Co
California
$3.41M -$55.1K -125 -2%
EFSCE
1397
Enterprise Financial Services Corp (EFSC)
Missouri
$3.4M +$146K +332 +4%
TLCM
1398
Twin Lakes Capital Management
California
$3.4M -$4.41K -10 -0.1%
GDP
1399
Great Diamond Partners
Maine
$3.4M +$310K +702 +10%
CWM
1400
Chesapeake Wealth Management
Virginia
$3.38M -$161K -365 -4%
54 55
56
57 58