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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1601
Ashford Capital Management
Delaware
$8.09M -$247K -341 -3%
KFA
1602
Kelleher Financial Advisors
New York
$8.07M +$4.72M +6,509 +151%
APFP
1603
Action Point Financial Planning
Michigan
$8.07M +$6.66M +9,182 +549%
NPCM
1604
New Paradigm Capital Management
Virginia
$8.07M +$7.83M +10,800 New
GC
1605
Garde Capital
Washington
$8.06M -$419K -578 -5%
OFS
1606
OneAscent Financial Services
Alabama
$8.05M +$247K +340 +3%
C
1607
Cliffwater
California
$8.03M – – –
1WM
1608
1900 Wealth Management
Texas
$8.02M +$15.2K +21 +0.2%
GPA
1609
Guidance Point Advisors
Massachusetts
$8.02M +$24.6K +34 +0.3%
CWMK
1610
Caliber Wealth Management (Kansas)
Kansas
$8.01M -$384K -530 -5%
SAM
1611
Seelaus Asset Management
New Jersey
$7.99M -$497K -685 -6%
HNWAG
1612
High Net Worth Advisory Group
Florida
$7.99M -$112K -155 -1%
NRC
1613
New Republic Capital
North Carolina
$7.98M -$477K -658 -6%
APW
1614
Aurora Private Wealth
New Jersey
$7.98M +$178K +245 +2%
ACM
1615
Armbruster Capital Management
New York
$7.96M -$2.9K -4 -0%
MWM
1616
MinichMacGregor Wealth Management
New York
$7.95M +$573K +791 +8%
AG
1617
Ascent Group
Virginia
$7.93M +$45.7K +63 +0.6%
FCMT
1618
Founders Capital Management (Texas)
Texas
$7.92M +$89.2K +123 +1%
TI
1619
Truepoint Inc
Ohio
$7.91M -$858K -1,183 -10%
RWIA
1620
Roger Wittlin Investment Advisory
California
$7.9M -$252K -347 -3%
DMC
1621
Drexel Morgan & Co
Pennsylvania
$7.89M – – –
CCM
1622
Colorado Capital Management
Colorado
$7.88M -$1.05M -1,445 -12%
QT
1623
Quantbot Technologies
New York
$7.86M +$5.03M +6,933 +193%
SIC
1624
Shoker Investment Counsel
Ohio
$7.86M +$297K +410 +4%
BFPW
1625
BOK Financial Private Wealth
Colorado
$7.84M +$2.4M +3,308 +46%
63 64
65
66 67