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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
1651
Symphony Financial
Texas
$2.82M -$801K -2,085 -22%
IAA
1652
Independent Advisor Alliance
North Carolina
$2.82M +$80.7K +210 +3%
KI
1653
Kula Investments
Illinois
$2.81M +$2.83M +7,358 New
WWM
1654
WJ Wealth Management
Arizona
$2.81M -$1.97M -5,125 -41%
HWM
1655
Hassell Wealth Management
Louisiana
$2.8M +$2.71M +7,048 New
CW
1656
CIC Wealth
Maryland
$2.8M +$2.81M +7,322 New
VC
1657
Voss Capital
Texas
$2.79M +$2.81M +7,300 New
KWILP
1658
Kiwi Wealth Investments Limited Partnership
New Zealand
$2.79M +$2.31M +6,001 +463%
BFS
1659
Bickling Financial Services
Massachusetts
$2.77M -$71.9K -187 -3%
RMC
1660
Regis Management Company
California
$2.76M – – –
DI
1661
DFPG Investments
Utah
$2.76M +$646K +1,680 +32%
EVM
1662
Evelyn V. Moreno
$2.76M +$2.77M +7,210 New
BFIC
1663
Bedell Frazier Investment Counselling
California
$2.75M +$1.98M +5,144 +251%
PTP
1664
Platform Technology Partners
New York
$2.75M -$420K -1,092 -13%
WW
1665
Waterfront Wealth
Kansas
$2.74M -$15.8K -41 -0.6%
NCM
1666
Nelson Capital Management
California
$2.74M +$465K +1,209 +20%
BRM
1667
Boston Research & Management
Massachusetts
$2.73M – – –
BCA
1668
Bay Colony Advisors
Massachusetts
$2.72M -$643K -1,674 -19%
RCA
1669
Ranch Capital Advisors
Florida
$2.72M -$1.92K -5 -0.1%
PP
1670
Prosperity Planning
Missouri
$2.72M – – –
CWM
1671
Cahill Wealth Management
Michigan
$2.71M +$834K +2,169 +49%
TLA
1672
Tanglewood Legacy Advisors
Texas
$2.71M +$2.72M +7,083 New
PFA
1673
Pinnacle Family Advisors
Missouri
$2.71M +$36.9K +96 +1%
FANJ
1674
Financial Architects (New Jersey)
New Jersey
$2.71M +$89.6K +233 +3%
BTW
1675
Boston Trust Walden
Massachusetts
$2.7M – – –
65 66
67
68 69