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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MPM
1401
Meritage Portfolio Management
Kansas
$6.98M +$86.4K +165 +1%
GWM
1402
GSB Wealth Management
Connecticut
$6.97M +$37.2K +71 +0.6%
EW
1403
Element Wealth
Mississippi
$6.95M +$119K +228 +2%
CWP
1404
Cyndeo Wealth Partners
Florida
$6.93M -$221K -423 -3%
HC
1405
Hoese & Co
Minnesota
$6.92M -$1.69M -3,227 -20%
NG
1406
Norden Group
Utah
$6.92M +$799K +1,526 +14%
EC
1407
Estate Counselors
Wisconsin
$6.91M -$625K -1,194 -9%
CCFM
1408
Clear Creek Financial Management
Washington
$6.9M -$28.8K -55 -0.4%
GWS
1409
Glassman Wealth Services
Virginia
$6.86M -$31.4K -60 -0.5%
OA
1410
Operose Advisors
Wisconsin
$6.84M +$58.1K +111 +0.9%
MPW
1411
MGO Private Wealth
California
$6.83M -$279K -533 -4%
RCM
1412
Raleigh Capital Management
North Carolina
$6.83M -$1.93M -3,691 -23%
IWM
1413
Iams Wealth Management
Nebraska
$6.81M +$4.6M +8,790 +236%
SC
1414
Savoie Capital
Illinois
$6.8M – – –
SM
1415
Scoggin Management
New York
$6.8M +$6.54M +12,500 New
DFC
1416
DBK Financial Counsel
Ohio
$6.71M -$25.1K -48 -0.4%
MWM
1417
MGB Wealth Management
Texas
$6.7M +$206K +394 +3%
BHWM
1418
Bar Harbor Wealth Management
New Hampshire
$6.7M +$144K +275 +2%
QCM
1419
QRG Capital Management
Illinois
$6.69M +$524K +1,001 +9%
PBO
1420
Peoples Bank (Ohio)
Ohio
$6.66M -$555K -1,060 -8%
PC
1421
Port Capital
Illinois
$6.65M -$47.1K -90 -0.7%
RWIA
1422
Roger Wittlin Investment Advisory
California
$6.65M +$3.62M +6,912 +130%
C
1423
Cliffwater
California
$6.64M – – –
MI
1424
Moneywise Inc
Virginia
$6.64M +$2.19M +4,179 +52%
CAM
1425
Carret Asset Management
New York
$6.63M -$314K -599 -5%
55 56
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