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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SFWA
1601
Summit Financial Wealth Advisors
Louisiana
$2.54M +$219K +534 +9%
WW
1602
Waterfront Wealth
Kansas
$2.53M -$192K -468 -7%
PAA
1603
Peregrine Asset Advisers
Oregon
$2.53M -$1.63M -3,977 -37%
LFG
1604
Lockerman Financial Group
California
$2.52M – – –
GMA
1605
Goldstein Munger & Associates
California
$2.52M -$147K -358 -5%
FFP
1606
Forbes Financial Planning
Rhode Island
$2.51M -$8.19K -20 -0.3%
KSCM
1607
Key Square Capital Management
Connecticut
$2.51M +$2.26M +5,516 +482%
IA
1608
Insight Advisors
Pennsylvania
$2.51M +$36K +88 +1%
CF
1609
Copperwynd Financial
Arizona
$2.5M -$10.9M -26,559 -80%
VFP
1610
Verus Financial Partners
Virginia
$2.48M -$1.33M -3,249 -34%
CL
1611
COWA LLC
Oklahoma
$2.48M -$16.8K -41 -0.6%
MC
1612
Middleton & Co
Massachusetts
$2.48M -$38.9K -95 -1%
CCM
1613
Carlson Capital Management
Minnesota
$2.48M +$34.8K +85 +1%
TVAMP
1614
Tennessee Valley Asset Management Partners
Tennessee
$2.46M +$76.6K +187 +3%
AC
1615
Addenda Capital
Quebec, Canada
$2.46M +$1.76M +4,300 +195%
FPB
1616
First PREMIER Bank
South Dakota
$2.46M +$461K +1,125 +21%
FSWA
1617
Financial Synergies Wealth Advisors
Texas
$2.46M +$105K +256 +4%
BA
1618
BCM Advisors
Louisiana
$2.46M – – –
1WM
1619
1900 Wealth Management
Texas
$2.45M +$30.3K +74 +1%
CPFP
1620
Clear Perspectives Financial Planning
Ohio
$2.45M -$147K -358 -5%
SCM
1621
Silvant Capital Management
Georgia
$2.44M – – –
BO
1622
Bank OZK
Arkansas
$2.44M +$10.7K +26 +0.4%
ZCM
1623
Ziegler Capital Management
Illinois
$2.44M +$912K +2,225 +52%
SCM
1624
SOL Capital Management
Maryland
$2.44M – – –
WFA
1625
Wipfli Financial Advisors
Wisconsin
$2.44M -$284K -693 -10%
63 64
65
66 67