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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TFG
1476
Tilson Financial Group
New Jersey
$6.2M -$1.13M -2,167 -16%
EWA
1477
Etesian Wealth Advisors
Oregon
$6.19M +$171K +326 +3%
TCOV
1478
Trust Company of Vermont
Vermont
$6.18M +$67.5K +129 +1%
JFG
1479
JDM Financial Group
Texas
$6.17M -$3.14K -6 -0.1%
CWS
1480
Cypress Wealth Services
California
$6.16M -$1.04M -1,983 -15%
SC
1481
Sierra Capital
Florida
$6.15M +$5.23K +10 +0.1%
TPW
1482
TL Private Wealth
Texas
$6.15M -$107K -204 -2%
KWM
1483
Kolinsky Wealth Management
New Jersey
$6.14M -$587K -1,122 -9%
XSC
1484
X-Square Capital
Puerto Rico
$6.14M -$575K -1,099 -9%
EI
1485
Ellevest Inc
New York
$6.12M -$5.76K -11 -0.1%
FWCM
1486
Ferguson Wellman Capital Management
Oregon
$6.11M -$120K -229 -2%
AWA
1487
Amplius Wealth Advisors
Pennsylvania
$6.11M -$28.8K -55 -0.5%
SJGA
1488
Stephen J. Garry & Associates
New York
$6.1M +$181K +346 +3%
CFP
1489
Cypress Financial Planning
New Jersey
$6.09M +$989K +1,889 +20%
GPA
1490
Guidance Point Advisors
Massachusetts
$6.09M -$58.1K -111 -1%
PCH
1491
PGIM Custom Harvest
New Jersey
$6.09M +$554K +1,059 +10%
BFA
1492
Bragg Financial Advisors
North Carolina
$6.09M -$125K -238 -2%
DACS
1493
Dymon Asia Capital (Singapore)
Singapore
$6.08M -$3.21M -6,136 -35%
OIM
1494
Oder Investment Management
California
$6.08M -$60.7K -116 -1%
WDL
1495
Well Done LLC
Michigan
$6.07M +$55K +105 +0.9%
AWA
1496
Alta Wealth Advisors
Massachusetts
$6M +$14.1K +27 +0.2%
CAC
1497
Certified Advisory Corp
Florida
$5.98M +$444K +849 +8%
MWA
1498
Merkkuri Wealth Advisors
New York
$5.98M +$5.75M +10,991 New
IIM
1499
Intact Investment Management
Quebec, Canada
$5.98M – – –
HNWAG
1500
High Net Worth Advisory Group
Florida
$5.94M +$7.89M +15,066 +138%
58 59
60
61 62