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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
KCFA
1551
Key Client Fiduciary Advisors
New Jersey
$8.43M +$112K +166 +1%
LWL
1552
Leo Wealth LLC
Texas
$8.42M +$440K +651 +6%
WEG
1553
World Equity Group
Illinois
$8.41M -$608K -899 -7%
SCM
1554
Sage Capital Management
New Jersey
$8.4M +$16.9K +25 +0.2%
ACA
1555
Atlas Capital Advisors
Wyoming
$8.39M +$8.32M +12,310 New
CCM
1556
Colorado Capital Management
Colorado
$8.39M -$95.3K -141 -1%
PA
1557
Perennial Advisors
New York
$8.38M +$235K +347 +3%
SWRP
1558
Summit Wealth & Retirement Planning
California
$8.37M +$33.8K +50 +0.4%
CG
1559
Corundum Group
Colorado
$8.37M +$241K +357 +3%
PAA
1560
Peregrine Asset Advisers
Oregon
$8.37M -$662K -979 -7%
PIWA
1561
Prevail Innovative Wealth Advisors
Kansas
$8.36M +$1.01M +1,498 +14%
KCM
1562
Kanawha Capital Management
Virginia
$8.35M -$107K -159 -1%
VC
1563
Veracity Capital
Georgia
$8.33M +$302K +447 +4%
C
1564
Cliffwater
California
$8.32M – – –
ACA
1565
Aspire Capital Advisors
Washington
$8.32M +$77.1K +114 +0.9%
MFS
1566
Madrid Financial Services
California
$8.28M +$37.9K +56 +0.5%
AWM
1567
Ameliora Wealth Management
Switzerland
$8.27M – – –
WG
1568
Warner Group
Connecticut
$8.24M +$249K +368 +3%
KPWG
1569
KFA Private Wealth Group
Virginia
$8.24M +$277K +410 +4%
VAM
1570
Vienna Asset Management
California
$8.24M -$74.3K -110 -0.9%
RRA
1571
Round Rock Advisors
Connecticut
$8.23M -$574K -849 -7%
WIM
1572
WealthPlan Investment Management
Nebraska
$8.23M +$1.71M +2,523 +26%
AWA
1573
Alta Wealth Advisors
Massachusetts
$8.22M +$563K +833 +7%
ADL
1574
Asset Dedication LLC
California
$8.21M +$397K +588 +5%
GP
1575
Guardian Partners
Canada
$8.21M +$134K +198 +2%
61 62
63
64 65