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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
1676
Financial Perspectives
Minnesota
$2.23M +$5.33K +13 +0.2%
OFW
1677
Omnia Family Wealth
Florida
$2.22M +$576K +1,406 +31%
FWM
1678
Fairhaven Wealth Management
Illinois
$2.22M +$57.8K +141 +2%
NCM
1679
Nelson Capital Management
California
$2.22M -$22.5K -55 -0.9%
BOPW
1680
Brandywine Oak Private Wealth
Pennsylvania
$2.22M -$1.64K -4 -0.1%
IFA
1681
Index Fund Advisors
California
$2.21M -$293K -714 -11%
HIS
1682
Harvest Investment Services
Illinois
$2.21M -$2.81M -6,864 -54%
AIM
1683
Acropolis Investment Management
Missouri
$2.2M +$69.2K +169 +3%
WMG
1684
WESCAP Management Group
California
$2.19M – – –
RCM
1685
Raleigh Capital Management
North Carolina
$2.18M -$1.97M -4,808 -45%
TW
1686
TrinityPoint Wealth
Connecticut
$2.18M +$336K +819 +16%
HCA
1687
Harbour Capital Advisors
Virginia
$2.18M +$16.4K +40 +0.7%
PWMG
1688
Provence Wealth Management Group
California
$2.18M +$396K +967 +20%
RSVP
1689
Ramsay Stattman Vela & Price
Colorado
$2.16M +$46.7K +114 +2%
LW
1690
Libra Wealth
California
$2.16M -$17.6K -43 -0.7%
ULWM
1691
Upper Left Wealth Management
Florida
$2.16M -$1.8M -4,396 -8%
BWA
1692
Beam Wealth Advisors
Louisiana
$2.16M -$14.7K -36 -0.6%
RC
1693
Rovin Capital
Arizona
$2.15M -$436K -1,064 -16%
SVWAG
1694
Sound View Wealth Advisors Group
Georgia
$2.15M +$123K +301 +6%
CC
1695
Chicago Capital
Illinois
$2.14M -$16.8K -41 -0.7%
SWM
1696
Selective Wealth Management
Virginia
$2.14M +$901K +2,200 +63%
TI
1697
Tidal Investments
Wisconsin
$2.14M -$55.7K -136 -2%
BS
1698
Boenning & Scattergood
Pennsylvania
$2.14M +$40.6K +99 +2%
SCA
1699
Sandy Cove Advisors
Massachusetts
$2.14M +$156K +381 +7%
PCIG
1700
Partners Capital Investment Group
Massachusetts
$2.14M -$479K -1,170 -17%
66 67
68
69 70