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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1426
WBH Advisory
Maryland
$8.71M +$26.5K +45 +0.3%
NA
1427
Novus Advisors
South Carolina
$8.71M +$8.75M +14,851 New
SAM
1428
Strategy Asset Managers
California
$8.7M +$1.54M +2,618 +21%
FMI
1429
F/M Investments
District of Columbia
$8.69M +$3.49M +5,920 +66%
WP
1430
Westmount Partners
California
$8.68M +$280K +475 +3%
IWP
1431
Innova Wealth Partners
Pennsylvania
$8.65M +$8.69M +14,758 New
IWA
1432
IBEX Wealth Advisors
New Jersey
$8.65M +$8.69M +14,756 New
PSA
1433
Plum Street Advisors
Louisiana
$8.64M -$40.1K -68 -0.5%
ACP
1434
Aveo Capital Partners
Colorado
$8.63M -$5.72M -9,703 -40%
SHWM
1435
Smith & Howard Wealth Management
Georgia
$8.63M -$147K -250 -2%
AWM
1436
Ameliora Wealth Management
Switzerland
$8.61M +$4.06M +6,899 +88%
AP
1437
Adero Partners
California
$8.61M +$1.09M +1,854 +14%
SPW
1438
Surience Private Wealth
Washington
$8.61M -$3.96M -6,723 -31%
FWC
1439
First Washington Corp
Washington
$8.58M – – –
CFS
1440
CRA Financial Services
New Jersey
$8.54M -$257K -436 -3%
APP
1441
Avantax Planning Partners
Iowa
$8.53M -$55.4K -94 -0.6%
FAB
1442
First American Bank
Illinois
$8.51M +$284K +482 +3%
LWM
1443
Latko Wealth Management
Illinois
$8.5M -$201K -341 -2%
SP
1444
Successful Portfolios
Florida
$8.5M -$49.5K -84 -0.6%
SF
1445
Symphony Financial
Texas
$8.5M +$2.06M +3,492 +33%
QPWM
1446
Quadrant Private Wealth Management
Pennsylvania
$8.48M +$464K +787 +6%
ACM
1447
Accent Capital Management
Ohio
$8.46M -$1.47M -2,500 -15%
SSCM
1448
Spectrum Strategic Capital Management
Oregon
$8.45M +$200K +339 +2%
GDP
1449
Great Diamond Partners
Maine
$8.45M +$1.83M +3,100 +27%
CFGS
1450
Concourse Financial Group Securities
Alabama
$8.45M +$8.84K +15 +0.1%
56 57
58
59 60