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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
1701
Tidal Investments
Wisconsin
$2.63M -$1.55M -3,486 -37%
FFG
1702
Fortem Financial Group
California
$2.63M -$1.05M -2,367 -29%
WMG
1703
WESCAP Management Group
California
$2.62M -$644K -1,447 -20%
IC
1704
Inverness Counsel
New York
$2.61M – – –
LW
1705
Libra Wealth
California
$2.61M – – –
TPWA
1706
TRUE Private Wealth Advisors
Oregon
$2.61M +$2.26M +5,074 +502%
BWA
1707
Beam Wealth Advisors
Louisiana
$2.6M +$44.1K +99 +2%
FWM
1708
Fairhaven Wealth Management
Illinois
$2.6M +$15.1K +34 +0.6%
HCA
1709
Harbour Capital Advisors
Virginia
$2.59M +$5.79K +13 +0.2%
T
1710
TNF
Montana
$2.59M +$2.23K +5 +0.1%
CC
1711
Chicago Capital
Illinois
$2.58M -$63.2K -142 -2%
BWM
1712
BNC Wealth Management
Oregon
$2.56M -$811K -1,821 -24%
LFS
1713
Legacy Financial Strategies
Kansas
$2.56M -$15.6K -35 -0.6%
AIM
1714
Acropolis Investment Management
Missouri
$2.55M -$16K -36 -0.6%
ATPW
1715
Ashton Thomas Private Wealth
Arizona
$2.55M +$209K +470 +9%
SAM
1716
Sequent Asset Management
Texas
$2.55M -$77.5K -174 -3%
BEAM
1717
Baker Ellis Asset Management
Washington
$2.54M -$35.6K -80 -1%
EGA
1718
Eagle Global Advisors
Texas
$2.54M +$36.5K +82 +1%
RSVP
1719
Ramsay Stattman Vela & Price
Colorado
$2.54M +$24.5K +55 +1%
SWRP
1720
Summit Wealth & Retirement Planning
California
$2.54M +$1.95M +4,379 +354%
CCM
1721
Crossvault Capital Management
Texas
$2.53M -$50.3K -113 -2%
WAM
1722
WNY Asset Management
New York
$2.53M -$8.9K -20 -0.4%
AAMC
1723
Asset Allocation & Management Company
Illinois
$2.53M -$938K -2,106 -27%
BS
1724
Boenning & Scattergood
Pennsylvania
$2.52M +$1.54M +3,454 +163%
AWP
1725
Abacus Wealth Partners
California
$2.52M -$94.8K -213 -4%
67 68
69
70 71