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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
1526
Ropes Wealth Advisors
Massachusetts
$1.69M -$342K -1,110 -17%
F
1527
F3Logic
Minnesota
$1.69M -$99.5K -323 -6%
PVWM
1528
Point View Wealth Management
New Jersey
$1.69M +$1.41M +4,566 +663%
CPP
1529
Crow Point Partners
Massachusetts
$1.69M +$133K +432 +3%
TW
1530
TrinityPoint Wealth
Connecticut
$1.69M +$430K +1,396 +36%
CWAF
1531
Core Wealth Advisors (Florida)
Florida
$1.69M +$1.62M +5,245 New
IP
1532
Investment Partners
Ohio
$1.68M +$2.15K +7 +0.1%
DIA
1533
Dana Investment Advisors
Wisconsin
$1.68M +$1.01M +3,289 +170%
UWM
1534
USAdvisors Wealth Management
Minnesota
$1.68M -$1.38M -4,490 -46%
AFM
1535
Andesa Financial Management
Pennsylvania
$1.68M +$1.23M +4,008 +329%
TFA
1536
Toth Financial Advisory
Virginia
$1.68M +$202K +657 +14%
1NWS
1537
1 North Wealth Services
Maryland
$1.68M -$18.8K -61 -1%
TF
1538
Tompkins Financial
New York
$1.68M +$1.17M +3,797 +268%
BC
1539
Burney Company
Virginia
$1.68M +$94.8K +308 +6%
IC
1540
Inverness Counsel
New York
$1.67M – – –
JIR
1541
James Investment Research
Ohio
$1.67M +$46.2K +150 +3%
SHWM
1542
Smith & Howard Wealth Management
Georgia
$1.66M -$353K -1,147 -18%
CCB
1543
Cutter & Co Brokerage
Missouri
$1.66M -$1.08M -3,514 -41%
GHA
1544
GW Henssler & Associates
Georgia
$1.65M -$84.4K -274 -5%
CPA
1545
Capital Planning Advisors
California
$1.65M – – –
CFD
1546
Creative Financial Designs
Indiana
$1.64M -$21.6K -70 -1%
WAM
1547
World Asset Management
Michigan
$1.64M +$1.57M +5,098 New
SC
1548
Solstein Capital
California
$1.64M +$1.57M +5,100 New
ESB
1549
Essex Savings Bank
Connecticut
$1.64M -$120K -390 -7%
ELC
1550
Edgar Lomax Company
Virginia
$1.63M – – –
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