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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1576
Marietta Wealth Management
Georgia
$3.3M -$77K -193 -2%
CCG
1577
Coastwise Capital Group
California
$3.29M -$1.95M -4,893 -38%
CWM
1578
Cherrydale Wealth Management
New Jersey
$3.29M +$14K +35 +0.4%
UW
1579
Unique Wealth
Florida
$3.28M -$34.3K -86 -1%
MCM
1580
Mengis Capital Management
Oregon
$3.28M -$65.8K -165 -2%
RWP
1581
Ridgecrest Wealth Partners
California
$3.27M – – –
SEIA
1582
Signature Estate & Investment Advisors
California
$3.27M -$350K -878 -10%
PFA
1583
Pinnacle Family Advisors
Missouri
$3.27M +$365K +915 +13%
TI
1584
Truepoint Inc
Ohio
$3.27M -$306K -767 -9%
MWP
1585
Madison Wealth Partners
Wisconsin
$3.25M +$13.6K +34 +0.4%
V
1586
VeraBank
Texas
$3.25M -$399K -1,000 -11%
FUBT
1587
First United Bank & Trust
Maryland
$3.25M -$148K -372 -4%
SA
1588
SL Advisors
New Jersey
$3.25M +$18.8K +47 +0.6%
SBWIC
1589
Schaper Benz & Wise Investment Counsel
Wisconsin
$3.24M – – –
JE
1590
JMAC Enterprises
Pennsylvania
$3.24M -$56.3K -141 -2%
LRWA
1591
Long Run Wealth Advisors
New York
$3.23M – – –
TLCM
1592
Twin Lakes Capital Management
California
$3.23M +$10.8K +27 +0.3%
GSIAS
1593
Garden State Investment Advisory Services
New Jersey
$3.23M -$279K -699 -8%
CCM
1594
Cohen Capital Management
California
$3.22M +$798 +2 +0%
PCS
1595
Personal CFO Solutions
New Jersey
$3.21M +$32.3K +81 +1%
CWM
1596
ClientFirst Wealth Management
Arkansas
$3.21M – – –
TCM
1597
True Capital Management
California
$3.2M -$631K -1,582 -17%
PSCM
1598
Per Stirling Capital Management
Texas
$3.19M -$444K -1,113 -12%
SIC
1599
Samalin Investment Counsel
New York
$3.19M +$61.4K +154 +2%
MF
1600
Montis Financial
Massachusetts
$3.18M -$264K -662 -8%
62 63
64
65 66