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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
RW
1476
Rede Wealth
Virginia
$3.16M -$424K -1,034 -11%
RA
1477
Resolute Advisors
California
$3.16M +$8.19K +20 +0.2%
WC
1478
Woodstock Corp
Massachusetts
$3.15M +$6.96K +17 +0.2%
MIM
1479
Merrion Investment Management
New Jersey
$3.15M -$1.44M -3,510 -30%
CFFP
1480
Center for Financial Planning
Michigan
$3.14M +$99.5K +243 +3%
CIA
1481
Compass Ion Advisors
Pennsylvania
$3.14M +$11.1K +27 +0.3%
HIA
1482
Harbor Investment Advisory
Maryland
$3.13M -$389K -950 -10%
EHC
1483
Everett Harris & Co
California
$3.12M -$516K -1,259 -13%
LWCFA
1484
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.12M +$32.4K +79 +1%
CCG
1485
Coastwise Capital Group
California
$3.11M +$2.42M +5,907 +252%
LA
1486
Lifeworks Advisors
Michigan
$3.11M +$44.7M +109,171 +2,537%
TCOO
1487
Trust Company of Oklahoma
Oklahoma
$3.1M -$132K -323 -4%
EI
1488
Ellevest Inc
New York
$3.1M -$14.3K -35 -0.4%
MIC
1489
Meridian Investment Counsel
California
$3.1M – – –
BMO
1490
Beck Mack & Oliver
New York
$3.1M – – –
PCS
1491
Personal CFO Solutions
New Jersey
$3.09M -$79.9K -195 -2%
CWM
1492
ClientFirst Wealth Management
Arkansas
$3.09M +$102K +250 +3%
SWA
1493
Sightline Wealth Advisors
Connecticut
$3.09M +$322K +785 +11%
BAAM
1494
Baker Avenue Asset Management
California
$3.08M -$136K -333 -4%
TA
1495
TruWealth Advisors
Louisiana
$3.08M +$55.7K +136 +2%
VWM
1496
Valley Wealth Managers
New Jersey
$3.07M -$8.17M -19,955 -71%
BW
1497
Bison Wealth
Georgia
$3.06M -$257K -627 -7%
LFG
1498
Larson Financial Group
Missouri
$3.06M +$735K +1,793 +28%
CWM
1499
Chesapeake Wealth Management
Virginia
$3.06M +$240K +585 +8%
DFA
1500
DHJJ Financial Advisors
Illinois
$3.06M +$110K +268 +3%
58 59
60
61 62