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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
ATIA
1676
American Trust Investment Advisors
New Hampshire
$730K +$59.1K +200 +9%
BI
1677
Bulldog Investors
New Jersey
$730K +$164K +555 +29%
PWAG
1678
Polaris Wealth Advisory Group
California
$729K -$34K -115 -4%
W
1679
Wealthquest
Ohio
$727K – – –
RCA
1680
Ranch Capital Advisors
Florida
$726K +$723K +2,448 New
RCM
1681
RB Capital Management
Nevada
$722K +$727K +2,461 New
SPL
1682
Smart Portfolios LLC
Washington
$719K +$364K +1,232 +112%
DBRC
1683
D.B. Root & Company
Pennsylvania
$717K -$25.4K -86 -3%
CWM
1684
Concentric Wealth Management
California
$717K +$1.77K +6 +0.2%
FWP
1685
FAS Wealth Partners
Kansas
$716K -$23.9K -81 -3%
DCM
1686
Driehaus Capital Management
Illinois
$715K – – –
NP
1687
Ninepoint Partners
Ontario, Canada
$714K – – –
RCAMU
1688
Rothschild & Co Asset Management US
Connecticut
$713K -$1.82M -6,162 -72%
CA
1689
CapWealth Advisors
Tennessee
$711K -$14.8K -50 -2%
NCM
1690
Northwest Capital Management
Oregon
$709K +$886 +3 +0.1%
WIC
1691
Whitegate Investment Counselors
New Hampshire
$709K +$68.8K +233 +11%
SIAS
1692
Shine Investment Advisory Services
Colorado
$705K – – –
GC
1693
Gibson Capital
Pennsylvania
$703K – – –
LRIA
1694
Leonard Rickey Investment Advisors
Washington
$698K -$14.8K -50 -2%
GPA
1695
Garrison Point Advisors
California
$696K -$7.09K -24 -1%
SG
1696
Somerset Group
Minnesota
$696K – – –
MCG
1697
MACRO Consulting Group
New Jersey
$693K +$689K +2,333 New
SB
1698
Strategic Blueprint
Georgia
$692K +$36K +122 +6%
GPWA
1699
Great Point Wealth Advisors
Massachusetts
$691K -$42.8K -145 -6%
PWA
1700
Physician Wealth Advisors
Utah
$690K +$651K +2,202 New
66 67
68
69 70