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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1401
WMS Partners
Maryland
$4.3M -$215K -560 -5%
VCP
1402
Vista Capital Partners
Oregon
$4.29M +$77.3K +201 +2%
CGH
1403
CMG Global Holdings
Texas
$4.29M -$29.2K -76 -0.7%
UBV
1404
United Bank (Virginia)
Virginia
$4.28M – – –
BCB
1405
Brian C. Broderick
$4.27M +$4.29M +11,162 New
GLLW
1406
Graves Light Lenhart Wealth
Virginia
$4.26M -$83.8K -218 -2%
WPC
1407
Wedmont Private Capital
Pennsylvania
$4.25M +$514K +1,337 +14%
CWP
1408
Cyndeo Wealth Partners
Florida
$4.25M +$4.27M +11,122 New
BFA
1409
Bragg Financial Advisors
North Carolina
$4.25M +$145K +377 +4%
SAM
1410
Seelaus Asset Management
New Jersey
$4.25M -$31.5K -82 -0.7%
CFP
1411
Catalyst Financial Partners
Massachusetts
$4.25M +$4.27M +11,106 New
FRM
1412
Fox Run Management
Connecticut
$4.25M -$3.38M -8,800 -44%
AFP
1413
Ausdal Financial Partners
Iowa
$4.22M -$55.7K -145 -1%
CFGS
1414
Concourse Financial Group Securities
Alabama
$4.22M -$50K -130 -1%
AP
1415
Adero Partners
California
$4.22M +$546K +1,421 +15%
WDL
1416
Well Done LLC
Michigan
$4.22M -$37.3K -97 -0.9%
SCM
1417
Sitrin Capital Management
California
$4.21M +$20.4K +53 +0.5%
WWA
1418
WCG Wealth Advisors
Nevada
$4.21M +$2.31M +6,015 +121%
HF
1419
Halpern Financial
Virginia
$4.2M +$31.1K +81 +0.7%
CL
1420
COWA LLC
Oklahoma
$4.18M -$312K -812 -18%
WPC
1421
White Pine Capital
Minnesota
$4.18M +$101K +262 +2%
R
1422
Rebalance
California
$4.16M +$4.18M +10,888 New
RT
1423
Rockland Trust
Massachusetts
$4.16M -$36.1K -94 -0.9%
EI
1424
Ellevest Inc
New York
$4.15M +$127K +331 +3%
CCM
1425
Compass Capital Management
Minnesota
$4.14M +$2.17M +5,640 +109%
55 56
57
58 59