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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
1601
Centennial Bank
Arkansas
$7.84M +$217K +321 +3%
IWA
1602
IBEX Wealth Advisors
New Jersey
$7.84M +$695K +1,028 +10%
CAAM
1603
Cornerstone Advisors Asset Management
Pennsylvania
$7.82M -$393K -581 -5%
SWM
1604
Selby Wealth Management
California
$7.82M +$7.75M +11,462 New
CWM
1605
Cordatus Wealth Management
Pennsylvania
$7.81M -$3.24M -4,799 -30%
JPLA
1606
Joseph P. Lucia & Associates
New York
$7.8M +$420K +622 +6%
UA
1607
URS Advisory
Florida
$7.78M +$7.72M +11,416 New
BL
1608
Balentine LLC
Georgia
$7.76M +$106K +157 +1%
PG
1609
Patten Group
Tennessee
$7.74M -$440K -651 -5%
WDL
1610
Well Done LLC
Michigan
$7.73M -$216K -320 -3%
LWCFA
1611
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.73M +$59.5K +88 +0.8%
SWM
1612
Stronghold Wealth Management
Florida
$7.72M +$7.65M +11,316 New
DDPIC
1613
Deroy & Devereaux Private Investment Counsel
Michigan
$7.71M -$145K -214 -2%
BFA
1614
Bragg Financial Advisors
North Carolina
$7.7M -$205K -303 -3%
SDWMA
1615
Schneider Downs Wealth Management Advisors
Pennsylvania
$7.67M -$129K -191 -2%
PCM
1616
Park Capital Management
Wisconsin
$7.66M +$1.9M +2,810 +33%
BCM
1617
BTC Capital Management
Iowa
$7.66M – – –
PC
1618
Port Capital
Illinois
$7.64M -$126K -187 -2%
FWA
1619
FSC Wealth Advisors
New York
$7.64M -$11.5M -17,058 -60%
MSWMA
1620
Market Street Wealth Management Advisors
Indiana
$7.64M -$149K -220 -2%
ACM
1621
Ashford Capital Management
Delaware
$7.62M – – –
IWP
1622
Invenio Wealth Partners
Florida
$7.59M -$105K -155 -1%
DWP
1623
Destiny Wealth Partners
Florida
$7.58M +$840K +1,243 +13%
KNFPWM
1624
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$7.58M -$128K -189 -2%
SIA
1625
SkyView Investment Advisors
New Jersey
$7.58M -$16.2K -24 -0.2%
63 64
65
66 67