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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WG
1501
Welch Group
Alabama
$9.05M +$5.19M +7,673 +137%
CWMK
1502
Caliber Wealth Management (Kansas)
Kansas
$9.03M -$862K -1,275 -9%
QC
1503
Quent Capital
New York
$8.99M +$614K +909 +7%
SP
1504
Successful Portfolios
Florida
$8.98M +$222K +329 +3%
IP
1505
Ignite Planners
California
$8.94M -$321K -475 -4%
FFP
1506
Frisco Financial Planning
Texas
$8.93M -$217K -321 -2%
CFO
1507
Collective Family Office
Pennsylvania
$8.9M +$383K +567 +5%
AGP
1508
Autumn Glory Partners
Texas
$8.89M +$23K +34 +0.3%
QLSGSCF
1509
Quent Long Short Global Small Cap Fund
New York
$8.88M +$8.8M +13,017 New
CW
1510
Channel Wealth
California
$8.88M -$681K -1,007 -7%
OSNBOA
1511
Old Second National Bank of Aurora
Illinois
$8.87M +$1.9M +2,810 +28%
ACM
1512
AlphaStar Capital Management
North Carolina
$8.87M +$47.3K +70 +0.5%
MFF
1513
Michels Family Financial
Texas
$8.85M +$511K +756 +6%
TWP
1514
Triad Wealth Partners
Kansas
$8.83M +$616K +912 +8%
WA
1515
WBH Advisory
Maryland
$8.83M -$83.1K -123 -0.9%
FCCM
1516
First City Capital Management
Georgia
$8.82M -$20.3K -30 -0.2%
CS
1517
Clear Street
New York
$8.81M +$767K +1,135 +10%
PFA
1518
Providence Financial Advisors
Kansas
$8.8M -$1.87M -2,762 -18%
BIP
1519
Blueprint Investment Partners
North Carolina
$8.8M -$401K -594 -4%
BA
1520
Brightwater Advisory
Florida
$8.76M -$81.8K -121 -0.9%
CAM
1521
Carret Asset Management
New York
$8.75M -$483K -715 -5%
RWIA
1522
Roger Wittlin Investment Advisory
California
$8.74M -$1.23M -1,816 -12%
SPCM
1523
Spruce Point Capital Management
New York
$8.73M +$8.65M +12,800 New
JWBC
1524
J.W. Burns & Co
New York
$8.72M +$44.6K +66 +0.5%
JHCP
1525
Jackson Hole Capital Partners
Oklahoma
$8.72M -$430K -636 -5%
59 60
61
62 63