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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1676
Simplicity Wealth
New Jersey
$5.2M -$3.56M -6,049 -39%
WA1
1677
Wimmer Associates 1
California
$5.19M -$4.11K -7 -0.1%
RCM
1678
Raleigh Capital Management
North Carolina
$5.18M -$3.88M -6,606 -42%
CRWM
1679
Castle Rock Wealth Management
California
$5.17M -$349K -593 -6%
TF
1680
Tompkins Financial
New York
$5.16M +$210K +358 +4%
CC
1681
Chicago Capital
Illinois
$5.15M +$718K +1,221 +15%
BTWM
1682
Brass Tax Wealth Management
Ohio
$5.15M +$122K +207 +2%
SAM
1683
Secure Asset Management
Michigan
$5.14M +$2.33M +3,957 +76%
CJH
1684
Christopher J. Hasenberg
Wisconsin
$5.14M +$5.31M +9,042 +7,292%
WA
1685
Wealthstream Advisors
New York
$5.14M +$32.3K +55 +0.6%
IFWM
1686
Institute for Wealth Management
Colorado
$5.13M -$4.43M -7,534 -45%
VCP
1687
Vista Capital Partners
Oregon
$5.12M -$399K -679 -7%
BGCP
1688
Bristol Gate Capital Partners
Ontario, Canada
$5.12M -$4.71M -8,017 -47%
SAM
1689
S.A. Mason
Michigan
$5.11M +$11.8K +20 +0.2%
AAM
1690
Aureus Asset Management
Massachusetts
$5.1M -$421K -716 -7%
CFS
1691
Coordinated Financial Services
Colorado
$5.1M -$188K -320 -3%
UWM
1692
USAdvisors Wealth Management
Minnesota
$5.1M +$51.1K +87 +1%
AA
1693
Auxano Advisors
Washington
$5.09M -$81.1K -138 -1%
W
1694
WPWealth
Texas
$5.09M -$6.47K -11 -0.1%
JPLA
1695
Joseph P. Lucia & Associates
New York
$5.08M +$312K +531 +6%
PWP
1696
Private Wealth Partners
California
$5.07M +$76.4K +130 +1%
GA
1697
GSG Advisors
New Jersey
$5.05M +$9.4K +16 +0.2%
TWP
1698
Tempus Wealth Planning
California
$5.03M +$657K +1,117 +14%
FTCM
1699
Fir Tree Capital Management
New York
$5.03M +$5.28M +8,991 New
MF
1700
Montis Financial
Massachusetts
$5.03M -$369K -628 -7%
66 67
68
69 70