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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1501
MGB Wealth Management
Texas
$5.32M +$4.99M +11,203 New
EI
1502
Ellevest Inc
New York
$5.32M -$57K -128 -1%
EWA
1503
Etesian Wealth Advisors
Oregon
$5.31M +$3.56K +8 +0.1%
BCB
1504
Brian C. Broderick
$5.31M – – –
FFA
1505
Florida Financial Advisors
Florida
$5.3M +$4.97M +11,149 New
LCM
1506
Logan Capital Management
Pennsylvania
$5.29M +$3.39M +7,609 +216%
WDL
1507
Well Done LLC
Michigan
$5.29M +$180K +405 +4%
RRCM
1508
Rappaport Reiches Capital Management
Illinois
$5.28M +$1.94M +4,361 +65%
CFIA
1509
Cantor Fitzgerald Investment Advisors
New York
$5.27M +$4.94M +11,079 New
ST
1510
Sabal Trust
Florida
$5.27M +$1.74M +3,900 +54%
FP
1511
Fiduciary Planning
Florida
$5.24M +$4.47M +10,043 +1,015%
IIM
1512
Intact Investment Management
Quebec, Canada
$5.22M – – –
CAS
1513
Coppell Advisory Solutions
Texas
$5.22M +$3.94M +8,838 +412%
CPRC
1514
Consolidated Portfolio Review Corp
New York
$5.21M +$27.2K +61 +0.6%
SAM
1515
Seelaus Asset Management
New Jersey
$5.2M +$131K +294 +3%
KF
1516
KKM Financial
Illinois
$5.19M +$4.86M +10,918 New
ACP
1517
Arcus Capital Partners
Georgia
$5.19M +$2.04M +4,589 +73%
WCM
1518
Windsor Capital Management
Arizona
$5.15M -$99.3K -223 -2%
SA
1519
SL Advisors
New Jersey
$5.13M +$1.26M +2,837 +36%
HF
1520
Halpern Financial
Virginia
$5.11M -$16.5K -37 -0.3%
DACS
1521
Dymon Asia Capital (Singapore)
Singapore
$5.08M +$4.76M +10,692 New
CFD
1522
Creative Financial Designs
Indiana
$5.08M +$292K +655 +7%
HSA
1523
HBK Sorce Advisory
Pennsylvania
$5.06M -$2.02M -4,526 -30%
CD
1524
Chapin Davis
Maryland
$5.05M +$2.67K +6 +0.1%
AFG
1525
Arkansas Financial Group
Arkansas
$5.04M -$146K -328 -3%
59 60
61
62 63