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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1676
CFM Wealth Partners
Texas
$1.75M – – –
WI
1677
Wedgewood Investors
Pennsylvania
$1.74M -$35.5K -100 -2%
SHWM
1678
Smith & Howard Wealth Management
Georgia
$1.74M – – –
MFW
1679
Mosaic Family Wealth
Missouri
$1.74M +$428K +1,206 +35%
CAM
1680
Claret Asset Management
Quebec, Canada
$1.74M -$1.98M -5,578 -55%
TI
1681
Tidal Investments
Wisconsin
$1.73M -$3.2M -9,016 -66%
VNA
1682
Valley National Advisers
Pennsylvania
$1.73M +$89.8K +253 +6%
PCIA
1683
Prime Capital Investment Advisors
Kansas
$1.73M -$54.6K -154 -3%
CC
1684
Chicago Capital
Illinois
$1.73M -$25.5K -72 -2%
NDSI
1685
Newman Dignan & Sheerar Inc
Rhode Island
$1.73M -$13.1K -37 -0.8%
ST
1686
Sabal Trust
Florida
$1.72M +$248K +700 +18%
CG
1687
Caprock Group
Idaho
$1.72M +$798K +2,250 +97%
IA
1688
Insight Advisors
Pennsylvania
$1.72M +$1.63M +4,604 New
MFC
1689
Miramar Fiduciary Corp
Nevada
$1.71M – – –
FANJ
1690
Financial Architects (New Jersey)
New Jersey
$1.71M +$100K +283 +7%
JPLA
1691
Joseph P. Lucia & Associates
New York
$1.71M +$276K +778 +21%
TSWM
1692
Triangle Securities Wealth Management
North Carolina
$1.7M -$64.6K -182 -4%
LWIC
1693
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.69M -$540K -1,523 -30%
PAMU
1694
Pictet Asset Management (UK)
United Kingdom
$1.69M -$511K -1,440 -24%
CWM
1695
Connecticut Wealth Management
Connecticut
$1.69M +$140K +395 +10%
IWMA
1696
Ironwood Wealth Management (Arizona)
Arizona
$1.69M -$192K -540 -11%
HCM
1697
Hengehold Capital Management
Ohio
$1.69M +$781K +2,200 +95%
ADL
1698
Asset Dedication LLC
California
$1.69M +$129K +364 +9%
OFW
1699
Omnia Family Wealth
Florida
$1.68M -$122K -344 -7%
DC
1700
Derby & Company
Massachusetts
$1.67M -$38K -107 -2%
66 67
68
69 70