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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
1626
DHK Financial Advisors
New Hampshire
$5.13M +$4M +7,238 +433%
LGWM
1627
Litman Gregory Wealth Management
California
$5.12M +$1.93M +3,483 +64%
TVAMP
1628
Tennessee Valley Asset Management Partners
Tennessee
$5.11M -$328K -594 -6%
FMI
1629
F/M Investments
District of Columbia
$5.11M -$7.74K -14 -0.2%
MPCL
1630
My Personal CFO LLC
Washington
$5.11M +$106K +192 +2%
NAS
1631
NWF Advisory Services
California
$5.1M +$432K +782 +10%
TPA
1632
Trivium Point Advisory
Connecticut
$5.09M +$1.63M +2,946 +53%
SWA
1633
Sightline Wealth Advisors
Connecticut
$5.07M +$14.4K +26 +0.3%
BIM
1634
Breakwater Investment Management
Washington
$5.07M – – –
BTWM
1635
Brass Tax Wealth Management
Ohio
$5.06M +$4.49M +8,120 +1,163%
R
1636
Rebalance
California
$5.05M -$990K -1,790 -17%
CFO
1637
Colony Family Offices
North Carolina
$5.04M -$186K -337 -4%
SCM
1638
Sterneck Capital Management
Missouri
$5.03M +$902K +1,632 +23%
SIC
1639
Samalin Investment Counsel
New York
$5.02M -$398K -720 -8%
TF
1640
Tompkins Financial
New York
$5.01M -$114K -206 -2%
ML
1641
McAdam LLC
Pennsylvania
$5M -$29.9K -54 -0.6%
OGF
1642
Orin Green Financial
California
$5M -$5.53K -10 -0.1%
MPWT
1643
MassMutual Private Wealth & Trust
Connecticut
$5M -$5.89M -10,646 -55%
WA1
1644
Wimmer Associates 1
California
$4.99M -$38.7K -70 -0.8%
IPW
1645
Impact Partnership Wealth
Georgia
$4.99M +$1.25M +2,257 +35%
FFA
1646
Founders Financial Alliance
North Carolina
$4.98M -$265K -479 -5%
ACP
1647
Arcus Capital Partners
Georgia
$4.98M -$237K -428 -5%
RWM
1648
RKL Wealth Management
Pennsylvania
$4.97M +$553 +1 +0%
SRC
1649
Sage Rhino Capital
California
$4.97M +$10.5K +19 +0.2%
BWM
1650
Baron Wealth Management
Michigan
$4.97M +$4.42K +8 +0.1%
64 65
66
67 68