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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1651
Signify Wealth
Missouri
$4.21M +$1.39M +3,131 +55%
BWA
1652
BlueSky Wealth Advisors
North Carolina
$4.2M -$69K -155 -2%
KCFA
1653
Key Client Fiduciary Advisors
New Jersey
$4.2M +$244K +548 +7%
LFG
1654
Lockerman Financial Group
California
$4.2M +$222K +498 +6%
WWM
1655
Waterway Wealth Management
Texas
$4.2M +$3.93M +8,831 New
COCM
1656
Charter Oak Capital Management
New Hampshire
$4.2M -$69K -155 -2%
TCWA
1657
Turtle Creek Wealth Advisors
Texas
$4.19M +$3.93M +8,824 New
AWP
1658
Ascent Wealth Partners
New York
$4.17M +$1.89M +4,245 +94%
CFO
1659
Colony Family Offices
North Carolina
$4.17M +$94K +211 +2%
EFA
1660
Evernest Financial Advisors
Indiana
$4.15M +$3.89M +8,735 New
SHFP
1661
Second Half Financial Partners
Florida
$4.14M -$61K -137 -2%
SCA
1662
Sandy Cove Advisors
Massachusetts
$4.14M -$8.41M -18,872 -68%
PAA
1663
Peregrine Asset Advisers
Oregon
$4.13M +$12K +27 +0.3%
WA
1664
Wealthstream Advisors
New York
$4.13M -$90.4K -203 -2%
BA
1665
Bridge Advisory
California
$4.12M -$120K -269 -3%
SWA
1666
Sightline Wealth Advisors
Connecticut
$4.12M +$13.4K +30 +0.3%
RAM
1667
Riggs Asset Management
Pennsylvania
$4.12M +$617K +1,385 +19%
GSIAS
1668
Garden State Investment Advisory Services
New Jersey
$4.12M -$2.67K -6 -0.1%
BWM
1669
Baron Wealth Management
Michigan
$4.11M +$8.46K +19 +0.2%
TFS
1670
Thoroughbred Financial Services
Tennessee
$4.11M +$484K +1,087 +14%
HIA
1671
Harbor Investment Advisory
Maryland
$4.11M +$543K +1,219 +16%
VAM
1672
Vienna Asset Management
California
$4.1M +$3.86M +8,676 New
LIM
1673
Loudon Investment Management
New Hampshire
$4.09M +$57.9K +130 +2%
EFMH
1674
E Fund Management (HK)
Hong Kong
$4.09M +$1.24M +2,775 +48%
EFM
1675
E Fund Management
China
$4.09M +$1.24M +2,775 +48%
65 66
67
68 69