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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1451
Pinnacle Family Advisors
Missouri
$4.39M +$803K +1,913 +24%
WWC
1452
Waypoint Wealth Counsel
Georgia
$4.39M +$10.9K +26 +0.3%
BCA
1453
Bay Colony Advisors
Massachusetts
$4.39M +$1.22M +2,911 +42%
PFG
1454
Pacific Financial Group
Washington
$4.39M -$195K -464 -4%
CWP
1455
CFM Wealth Partners
Texas
$4.38M +$98.6K +235 +2%
BSC
1456
Brown Shipley & Co
United Kingdom
$4.38M -$65.5K -156 -2%
UL
1457
Unionview LLC
Washington
$4.38M -$46.2K -110 -1%
CF
1458
Convergence Financial
Missouri
$4.38M +$125K +298 +3%
LWM
1459
Laidlaw Wealth Management
New York
$4.37M +$583K +1,390 +16%
RT
1460
Rockland Trust
Massachusetts
$4.37M -$168K -400 -4%
GFG
1461
Goldstone Financial Group
Illinois
$4.36M -$235K -559 -5%
RRA
1462
Round Rock Advisors
Connecticut
$4.35M -$102K -243 -2%
DWM
1463
Defined Wealth Management
Oregon
$4.35M +$77.6K +185 +2%
COCM
1464
Charter Oak Capital Management
New Hampshire
$4.33M -$81.4K -194 -2%
SFP
1465
Sandbox Financial Partners
Maryland
$4.32M +$392K +933 +11%
ZB
1466
Zions Bancorporation
Utah
$4.31M +$235K +560 +6%
JAG
1467
Journey Advisory Group
Kentucky
$4.3M -$836K -1,993 -17%
SVWAG
1468
Sound View Wealth Advisors Group
Georgia
$4.29M +$154K +367 +4%
PSCM
1469
Per Stirling Capital Management
Texas
$4.28M +$779K +1,856 +24%
AAIM
1470
Asset Advisors Investment Management
Georgia
$4.26M +$420 +1 +0%
CAM
1471
Cozad Asset Management
Illinois
$4.25M +$24.3K +58 +0.6%
PP
1472
Paloma Partners
Connecticut
$4.25M +$2.19M +5,207 +119%
PIM
1473
Parker Investment Management
California
$4.25M -$124K -296 -3%
WP
1474
WealthSource Partners
California
$4.24M +$57.5K +137 +1%
UW
1475
Unique Wealth
Florida
$4.24M +$654K +1,559 +19%
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