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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1476
Edge Wealth Management
New York
$1.56M +$1.84M +6,016 New
CC
1477
Cognios Capital
Kansas
$1.56M – – –
S
1478
Surevest
California
$1.56M -$691K -2,265 -27%
PWM
1479
Paulson Wealth Management
Illinois
$1.56M -$149K -487 -8%
CCM
1480
Crossvault Capital Management
Texas
$1.55M -$28.4K -93 -2%
GHAM
1481
Gilman Hill Asset Management
Connecticut
$1.55M -$1.67M -5,482 -48%
PGWM
1482
Parisi Gray Wealth Management
New Jersey
$1.54M -$2.75K -9 -0.2%
SHJ
1483
Sharkey, Howes & Javer
Colorado
$1.53M +$668K +2,191 +58%
MWPCG
1484
Measured Wealth Private Client Group
New Hampshire
$1.53M -$68K -223 -4%
BF
1485
Blankinship & Foster
California
$1.53M +$65.6K +215 +4%
PAA
1486
Peregrine Asset Advisers
Oregon
$1.53M -$759K -2,489 -30%
IWA
1487
Inspirion Wealth Advisors
Illinois
$1.52M -$177K -579 -9%
FCA
1488
FLC Capital Advisors
California
$1.52M -$7.63K -25 -0.4%
DWA
1489
Dougherty Wealth Advisers
Minnesota
$1.52M +$6.1K +20 +0.3%
MDSL
1490
M.D. Sass LLC
New York
$1.51M – – –
HWM
1491
Howard Wealth Management
Connecticut
$1.51M -$45.8K -150 -2%
RA
1492
RFG Advisory
Alabama
$1.51M +$244K +801 +16%
MIC
1493
Means Investment Company
Maine
$1.51M +$1.41M +4,625 +591%
SG
1494
StoneX Group
New York
$1.51M -$241K -791 -12%
QCM
1495
Quest Capital Management
Texas
$1.5M -$1.13M -3,705 -39%
WA
1496
WP Advisors
California
$1.5M +$1.78M +5,832 New
GC
1497
Gilbert & Cook
Iowa
$1.5M -$8.85K -29 -0.5%
WF
1498
WoodTrust Financial
Wisconsin
$1.5M +$834K +2,734 +89%
FFA
1499
Fragasso Financial Advisors
Pennsylvania
$1.5M +$9.76K +32 +0.6%
BCA
1500
Bay Colony Advisors
Massachusetts
$1.49M +$133K +436 +8%
58 59
60
61 62