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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
1551
Bar Harbor Wealth Management
New Hampshire
$8.44M -$79.1K -117 -0.9%
KCFA
1552
Key Client Fiduciary Advisors
New Jersey
$8.43M +$112K +166 +1%
LWL
1553
Leo Wealth LLC
Texas
$8.42M +$440K +651 +6%
WEG
1554
World Equity Group
Illinois
$8.41M -$608K -899 -7%
SCM
1555
Sage Capital Management
New Jersey
$8.4M +$16.9K +25 +0.2%
ACA
1556
Atlas Capital Advisors
Wyoming
$8.39M +$8.32M +12,310 New
CCM
1557
Colorado Capital Management
Colorado
$8.39M -$95.3K -141 -1%
PA
1558
Perennial Advisors
New York
$8.38M +$235K +347 +3%
SWRP
1559
Summit Wealth & Retirement Planning
California
$8.37M +$33.8K +50 +0.4%
CG
1560
Corundum Group
Colorado
$8.37M +$241K +357 +3%
PAA
1561
Peregrine Asset Advisers
Oregon
$8.37M -$662K -979 -7%
PIWA
1562
Prevail Innovative Wealth Advisors
Kansas
$8.36M +$1.01M +1,498 +14%
KCM
1563
Kanawha Capital Management
Virginia
$8.35M -$107K -159 -1%
VC
1564
Veracity Capital
Georgia
$8.33M +$302K +447 +4%
C
1565
Cliffwater
California
$8.32M – – –
ACA
1566
Aspire Capital Advisors
Washington
$8.32M +$77.1K +114 +0.9%
MFS
1567
Madrid Financial Services
California
$8.28M +$37.9K +56 +0.5%
AWM
1568
Ameliora Wealth Management
Switzerland
$8.27M – – –
WG
1569
Warner Group
Connecticut
$8.24M +$249K +368 +3%
KPWG
1570
KFA Private Wealth Group
Virginia
$8.24M +$277K +410 +4%
VAM
1571
Vienna Asset Management
California
$8.24M -$74.3K -110 -0.9%
RRA
1572
Round Rock Advisors
Connecticut
$8.23M -$574K -849 -7%
WIM
1573
WealthPlan Investment Management
Nebraska
$8.23M +$1.71M +2,523 +26%
AWA
1574
Alta Wealth Advisors
Massachusetts
$8.22M +$563K +833 +7%
ADL
1575
Asset Dedication LLC
California
$8.21M +$397K +588 +5%
61 62
63
64 65