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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
1576
Wipfli Financial Advisors
Wisconsin
$3.23M +$1.85M +4,164 +139%
CC
1577
Callan Capital
California
$3.23M +$66.8K +150 +2%
BRM
1578
Boston Research & Management
Massachusetts
$3.23M – – –
BTW
1579
Boston Trust Walden
Massachusetts
$3.22M – – –
PMG
1580
ProVise Management Group
Florida
$3.22M +$137K +307 +5%
WW
1581
Waterfront Wealth
Kansas
$3.22M +$4.45K +10 +0.1%
BFG
1582
Berger Financial Group
Minnesota
$3.21M +$145K +325 +5%
HIG
1583
Heritage Investment Group
Florida
$3.19M +$187K +419 +6%
PWM
1584
Paulson Wealth Management
Illinois
$3.19M +$217K +488 +7%
CAM
1585
Covenant Asset Management
New Jersey
$3.19M -$381K -855 -11%
HIP
1586
HUB Investment Partners
Texas
$3.19M +$306K +688 +11%
GMA
1587
Goldstein Munger & Associates
California
$3.17M +$133K +298 +4%
CFD
1588
Creative Financial Designs
Indiana
$3.17M +$492K +1,105 +19%
SCA
1589
Sassicaia Capital Advisers
New York
$3.16M -$1.13M -2,543 -27%
AAM
1590
Austin Asset Management
Texas
$3.16M +$4.9K +11 +0.2%
SWMP
1591
Signature Wealth Management Partners
New Jersey
$3.16M +$8.9K +20 +0.3%
KLI
1592
Kelman-Lazarov Inc
Tennessee
$3.15M -$17.8K -40 -0.6%
CAM
1593
Cubic Asset Management
Massachusetts
$3.15M +$8.46K +19 +0.3%
TCB
1594
Texas Capital Bancshares
Texas
$3.14M – – –
MWM
1595
Madison Wealth Management
Ohio
$3.13M -$80.1K -180 -3%
FFA
1596
Fragasso Financial Advisors
Pennsylvania
$3.11M +$172K +386 +6%
CPFP
1597
Clear Perspectives Financial Planning
Ohio
$3.09M -$66.8K -150 -2%
WCP
1598
Wick Capital Partners
Pennsylvania
$3.09M +$2.6M +5,838 +579%
PCIG
1599
Partners Capital Investment Group
Massachusetts
$3.08M -$13.2M -29,626 -81%
SFP
1600
Sandbox Financial Partners
Maryland
$3.07M +$2.7M +6,074 +844%
62 63
64
65 66