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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1551
Markin Asset Management
New York
$8.77M +$3.72M +5,137 +78%
WIM
1552
WealthPlan Investment Management
Nebraska
$8.73M -$532K -734 -6%
LHP
1553
Lexington Hill Partners
Texas
$8.73M -$861K -1,187 -9%
AGAM
1554
Audent Global Asset Management
California
$8.7M -$1.39M -1,915 -14%
FH
1555
FWG Holdings
Florida
$8.7M +$9.43K +13 +0.1%
PB
1556
Pinnacle Bancorp
Nebraska
$8.67M +$1.57M +2,167 +23%
SCM
1557
Sitrin Capital Management
California
$8.65M -$437K -603 -5%
SWM
1558
Stronghold Wealth Management
Florida
$8.63M +$81.9K +113 +1%
WHGAM
1559
Wealth High Governance Asset Management
$8.62M -$2.32M -3,205 -22%
TS
1560
Triglav Skladi
Slovenia
$8.56M +$63.1K +87 +0.8%
BFA
1561
Bragg Financial Advisors
North Carolina
$8.56M +$87.7K +121 +1%
RF
1562
Rossby Financial
Florida
$8.55M -$95.7K -132 -1%
AI
1563
ArchPoint Investors
Florida
$8.52M -$181K -250 -2%
LCAM
1564
London & Capital Asset Management
United Kingdom
$8.46M +$1.53M +2,115 +23%
AWA
1565
Alta Wealth Advisors
Massachusetts
$8.43M +$195K +269 +2%
LW
1566
Linscomb Wealth
Texas
$8.41M -$210K -290 -3%
CCA
1567
Checchi Capital Advisers
California
$8.4M +$451K +622 +6%
TPWA
1568
Twin Peaks Wealth Advisors
California
$8.39M +$2.21M +3,054 +37%
RFA
1569
Reyes Financial Architecture
California
$8.38M +$8.12M +11,195 +33,924%
BCM
1570
BTC Capital Management
Iowa
$8.38M – – –
CFP
1571
Cypress Financial Planning
New Jersey
$8.37M +$455K +628 +6%
SDWMA
1572
Schneider Downs Wealth Management Advisors
Pennsylvania
$8.36M -$107K -148 -1%
AWM
1573
Ameliora Wealth Management
Switzerland
$8.35M -$373K -515 -4%
MSWMA
1574
Market Street Wealth Management Advisors
Indiana
$8.35M -$3.63K -5 -0%
CFO
1575
Colony Family Offices
North Carolina
$8.3M +$667K +920 +9%
61 62
63
64 65