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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
RC
1401
Roundview Capital
New Jersey
$10.5M -$8.11K -12 -0.1%
JSC
1402
Jackson Square Capital
California
$10.5M +$96.7K +143 +0.9%
BCA
1403
Bay Colony Advisors
Massachusetts
$10.5M -$4.9M -7,254 -32%
MFS
1404
Mirabella Financial Services
United Kingdom
$10.5M +$10.4M +15,400 New
HR
1405
Howe & Rusling
New York
$10.5M +$3.47M +5,138 +50%
FWP
1406
FAS Wealth Partners
Kansas
$10.5M +$379K +561 +4%
MG
1407
Marex Group
$10.5M +$9.59M +14,194 +1,196%
AAM
1408
Ackerman Asset Management
Maryland
$10.5M -$72.3K -107 -0.7%
VWM
1409
Venturi Wealth Management
Texas
$10.5M +$72.3K +107 +0.7%
AO
1410
Advisor OS
Illinois
$10.4M -$214K -317 -2%
BIG
1411
Brooklyn Investment Group
New York
$10.4M +$3.15M +4,662 +45%
EPG
1412
Estate Planners Group
Pennsylvania
$10.4M +$10.3M +15,189 New
BTI
1413
Blue Trust Inc
Georgia
$10.3M +$23.7K +35 +0.2%
KFAS
1414
Keating Financial Advisory Services
Kansas
$10.3M +$10.2M +15,145 New
GG
1415
GenWealth Group
New Jersey
$10.3M -$14.9K -22 -0.1%
TWA
1416
TCI Wealth Advisors
Arizona
$10.3M -$110K -163 -1%
PPW
1417
Pasadena Private Wealth
California
$10.3M -$416K -616 -4%
GSIS
1418
Global Strategic Investment Solutions
Arizona
$10.3M -$86.5K -128 -0.8%
NCM
1419
Nelson Capital Management
California
$10.3M -$357K -528 -3%
FMI
1420
F/M Investments
District of Columbia
$10.2M +$95.3K +141 +0.9%
WA
1421
Wilmar Advisors
Florida
$10.2M – – –
APP
1422
Avantax Planning Partners
Iowa
$10.2M -$74.3K -110 -0.7%
SHWM
1423
Smith & Howard Wealth Management
Georgia
$10.2M – – –
HW
1424
Hedeker Wealth
Illinois
$10.2M -$62.9K -93 -0.6%
VA
1425
Valmark Advisers
Ohio
$10.2M -$163K -241 -2%
55 56
57
58 59