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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PNAA
1526
Pictet North America Advisors
Switzerland
$2.29M -$71K -200 -3%
LGWM
1527
Litman Gregory Wealth Management
California
$2.29M – – –
BFO
1528
Biltmore Family Office
North Carolina
$2.28M -$138K -388 -6%
KFS
1529
Kaizen Financial Strategies
California
$2.27M +$2.16M +6,086 New
OPWM
1530
Oxinas Partners Wealth Management
Indiana
$2.27M +$2.15M +6,063 New
SFWC
1531
Strategic Family Wealth Counselors
New Jersey
$2.26M +$852K +2,401 +66%
CMI
1532
Clare Market Investments
Texas
$2.26M +$205K +577 +11%
SA
1533
Sunesis Advisors
Kansas
$2.26M – – –
AC
1534
Addenda Capital
Quebec, Canada
$2.25M +$2.13M +6,005 New
EIA
1535
Eldridge Investment Advisors
New Hampshire
$2.25M -$2.84K -8 -0.1%
TCWM
1536
Total Clarity Wealth Management
Illinois
$2.25M -$17.4K -49 -0.8%
ICA
1537
Infrastructure Capital Advisors
New York
$2.24M +$2.13M +6,000 New
QPWM
1538
Quadrant Private Wealth Management
Pennsylvania
$2.24M -$37.6K -106 -2%
JSC
1539
Jackson Square Capital
California
$2.24M -$348K -982 -14%
BWM
1540
Bulltick Wealth Management
Florida
$2.23M +$2.11M +5,939 New
AP
1541
Americana Partners
Texas
$2.23M -$29.8K -84 -1%
MC
1542
Mathes Company
New York
$2.23M -$8.87K -25 -0.4%
BA
1543
BCM Advisors
Louisiana
$2.22M – – –
TPWA
1544
TRUE Private Wealth Advisors
Oregon
$2.22M +$1.86M +5,255 +812%
DSC
1545
Duncker Streett & Co
Missouri
$2.21M -$115K -323 -5%
HKAM
1546
Horizon Kinetics Asset Management
New York
$2.21M -$563K -1,588 -21%
RSVP
1547
Ramsay Stattman Vela & Price
Colorado
$2.21M +$12.4K +35 +0.6%
CPWA
1548
Cerro Pacific Wealth Advisors
California
$2.2M +$2.09M +5,893 New
FAN
1549
Financial Advisors Network
California
$2.2M -$22.7K -64 -1%
PL
1550
Plancorp LLC
Missouri
$2.2M -$142K -399 -6%
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