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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
B
1601
Bridgeworth
Alabama
$504K -$190K -732 -28%
B
1602
Brightworth
Georgia
$501K -$40K -154 -8%
IC
1603
Intersect Capital
California
$501K – – –
SHCM
1604
Stokes & Hubbell Capital Management
Louisiana
$501K +$1.3K +5 +0.3%
MCM
1605
McRae Capital Management
New Jersey
$501K +$123K +472 +34%
LCM
1606
Liberty Capital Management
Michigan
$497K -$305K -1,172 -40%
HFP
1607
Holistic Financial Partners
Indiana
$492K +$480K +1,845 New
SCG
1608
Sonata Capital Group
Washington
$490K – – –
LWS
1609
Lucia Wealth Services
California
$489K +$477K +1,833 New
HK
1610
Horizon Kinetics
New York
$487K +$475K +1,826 New
MLFP
1611
MPS Loria Financial Planners
Illinois
$486K +$780 +3 +0.2%
FFW
1612
Fusion Family Wealth
New York
$481K -$8.84K -34 -2%
CB
1613
Cadence Bank
Mississippi
$481K +$469K +1,802 New
MFW
1614
Mosaic Family Wealth
Missouri
$477K +$28.6K +110 +7%
KF
1615
Krilogy Financial
Missouri
$475K +$2.08K +8 +0.5%
NCM
1616
Northwest Capital Management
Oregon
$475K +$463K +1,780 New
BCP
1617
Blue Chip Partners
Michigan
$474K +$1.56K +6 +0.3%
BFG
1618
Beacon Financial Group
Texas
$470K -$2.86K -11 -0.6%
AA
1619
Altman Advisors
Illinois
$470K +$458K +1,763 New
FMP
1620
Financial Management Professionals
Texas
$468K +$84K +323 +23%
RG
1621
Renaissance Group
Kentucky
$466K -$51K -196 -10%
GAM
1622
Gemmer Asset Management
California
$465K +$25.7K +99 +6%
SMH
1623
Sanders Morris Harris
Texas
$461K – – –
PR
1624
Payden & Rygel
California
$460K -$36.4K -140 -8%
SFI
1625
SPC Financial Inc
Maryland
$460K -$1.04K -4 -0.2%
63 64
65
66 67