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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SWMP
1651
Signature Wealth Management Partners
New Jersey
$2.83M -$12.8K -32 -0.5%
HP
1652
Hyperion Partners
Pennsylvania
$2.83M +$8.78K +22 +0.3%
BCA
1653
Bay Colony Advisors
Massachusetts
$2.82M -$53.1K -133 -2%
AFO
1654
Arrowroot Family Office
California
$2.81M +$2.74M +6,868 New
FFA
1655
Fragasso Financial Advisors
Pennsylvania
$2.81M -$18.8K -47 -0.7%
DIM
1656
Delta Investment Management
California
$2.8M -$14.4K -36 -0.5%
NCM
1657
Northwest Capital Management
Oregon
$2.79M -$249K -625 -8%
TCB
1658
Texas Capital Bancshares
Texas
$2.79M -$12K -30 -0.4%
CAM
1659
Cubic Asset Management
Massachusetts
$2.79M -$56.7K -142 -2%
RIA
1660
Realta Investment Advisors
Delaware
$2.78M -$77K -193 -3%
SIMG
1661
Sonora Investment Management Group
Arizona
$2.78M +$251K +630 +10%
KCFA
1662
Key Client Fiduciary Advisors
New Jersey
$2.77M +$106K +266 +4%
FFP
1663
Forbes Financial Planning
Rhode Island
$2.77M +$34.7K +87 +1%
WW
1664
Waterfront Wealth
Kansas
$2.77M +$399 +1 +0%
RRCM
1665
Rappaport Reiches Capital Management
Illinois
$2.77M – – –
EWM
1666
Edge Wealth Management
New York
$2.76M -$135K -338 -5%
PP
1667
Prosperity Planning
Missouri
$2.76M -$184K -462 -6%
HIG
1668
Heritage Investment Group
Florida
$2.75M -$12K -30 -0.4%
HWM
1669
Howard Wealth Management
Connecticut
$2.74M +$49.1K +123 +2%
FWM
1670
ForthRight Wealth Management
Georgia
$2.74M -$7.98K -20 -0.3%
DLCIG
1671
D.L. Carlson Investment Group
New Hampshire
$2.74M -$140K -350 -5%
LMKC
1672
L.M. Kohn & Company
Ohio
$2.74M +$487K +1,221 +22%
PL
1673
Plancorp LLC
Missouri
$2.74M +$2.79K +7 +0.1%
BEAM
1674
Baker Ellis Asset Management
Washington
$2.74M +$118K +295 +5%
PCMF
1675
Private Capital Management (Florida)
Florida
$2.74M +$72.2K +181 +3%
65 66
67
68 69