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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
FAT
1651
First American Trust
California
$6.37M -$663K -1,035 -10%
PCMF
1652
Private Capital Management (Florida)
Florida
$6.37M +$50K +78 +0.8%
MPWT
1653
MassMutual Private Wealth & Trust
Connecticut
$6.36M +$246K +384 +4%
WIM
1654
WealthPlan Investment Management
Nebraska
$6.35M -$312K -486 -5%
SVWG
1655
Shared Vision Wealth Group
United States
$6.35M +$2.84M +4,434 +87%
NA
1656
Nautilus Advisors
California
$6.34M -$187K -291 -3%
MFWP
1657
Mosaic Family Wealth Partners
Missouri
$6.34M +$578K +901 +10%
FP
1658
Fiduciary Planning
Florida
$6.33M – – –
SAM
1659
Seelaus Asset Management
New Jersey
$6.33M +$97.4K +152 +2%
HWA
1660
HCR Wealth Advisors
California
$6.33M -$206K -322 -3%
KF
1661
KKM Financial
Illinois
$6.32M -$4.02M -6,270 -40%
KA
1662
Kearns & Associates
California
$6.32M -$78.2K -122 -1%
DWM
1663
Defined Wealth Management
Oregon
$6.32M -$69.9K -109 -1%
MMHP
1664
Murphy Middleton Hinkle & Parker
Georgia
$6.31M +$93.6K +146 +2%
LIM
1665
Loudon Investment Management
New Hampshire
$6.31M -$34K -53 -0.6%
SW
1666
Solidarity Wealth
Utah
$6.3M +$10.9K +17 +0.2%
HIS
1667
Harvest Investment Services
Illinois
$6.27M -$337K -526 -5%
CTA
1668
Camelot Technology Advisors
California
$6.24M -$247K -386 -4%
WP
1669
WealthShield Partners
North Carolina
$6.24M +$15.4K +24 +0.3%
AFG
1670
Allegheny Financial Group
Pennsylvania
$6.24M +$1.11M +1,736 +23%
MFC
1671
Morris Financial Concepts
South Carolina
$6.23M +$452K +705 +8%
PB
1672
Pinnacle Bancorp
Nebraska
$6.22M -$5.77K -9 -0.1%
HW
1673
HORAN Wealth
Ohio
$6.22M +$1.38M +2,157 +30%
BTWM
1674
Brass Tax Wealth Management
Ohio
$6.22M +$78.8K +123 +1%
BEAM
1675
Baker Ellis Asset Management
Washington
$6.22M +$1.88M +2,932 +46%
65 66
67
68 69