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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
1676
Inspirion Wealth Advisors
Illinois
$2.95M +$1.33K +3 +0%
PCH
1677
PGIM Custom Harvest
New Jersey
$2.95M -$477K -1,073 -13%
FFA
1678
Fragasso Financial Advisors
Pennsylvania
$2.95M -$101K -227 -3%
SWMP
1679
Signature Wealth Management Partners
New Jersey
$2.95M – – –
PBT
1680
Pictet Bank & Trust
Bahamas
$2.94M – – –
RMCM
1681
Reynders McVeigh Capital Management
Massachusetts
$2.94M -$113K -254 -4%
SFS
1682
Security Financial Services
Indiana
$2.94M -$307K -690 -9%
HWM
1683
Hassell Wealth Management
Louisiana
$2.93M – – –
APW
1684
Austin Private Wealth
Texas
$2.93M +$97.4K +219 +3%
PGWM
1685
Pitti Group Wealth Management
New York
$2.93M -$1.66M -3,730 -35%
FVCM
1686
F&V Capital Management
Florida
$2.93M -$53.4K -120 -2%
PPW
1687
Pasadena Private Wealth
California
$2.92M +$6.67K +15 +0.2%
CAM
1688
Cubic Asset Management
Massachusetts
$2.92M -$4.89K -11 -0.2%
HG
1689
Herbst Group
Connecticut
$2.91M +$512K +1,151 +20%
TCB
1690
Texas Capital Bancshares
Texas
$2.91M – – –
BIP
1691
Blueprint Investment Partners
North Carolina
$2.91M +$95.2K +214 +3%
AAM
1692
Austin Asset Management
Texas
$2.9M -$44K -99 -1%
SSWM
1693
Strait & Sound Wealth Management
California
$2.9M +$445 +1 +0%
MIM
1694
Merrion Investment Management
New Jersey
$2.88M – – –
AB
1695
Atlas Brown
Kentucky
$2.88M +$357K +802 +14%
RRCM
1696
Rappaport Reiches Capital Management
Illinois
$2.88M +$173K +388 +6%
FWM
1697
ForthRight Wealth Management
Georgia
$2.88M +$8.45K +19 +0.3%
RPC
1698
Rossmore Private Capital
Connecticut
$2.87M +$154K +346 +5%
FFP
1699
Forbes Financial Planning
Rhode Island
$2.87M -$42.7K -96 -1%
BEAM
1700
Baker Ellis Asset Management
Washington
$2.87M +$7.56K +17 +0.3%
66 67
68
69 70