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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
1701
Pegasus Asset Management
New York
$4.2M -$23.9K -48 -0.6%
AT
1702
Avalon Trust
New Mexico
$4.2M – – –
MI
1703
Moneywise Inc
Virginia
$4.19M +$2.69M +5,411 +207%
MWP
1704
Madison Wealth Partners
Wisconsin
$4.19M -$35.3K -71 -0.9%
WP
1705
WMS Partners
Maryland
$4.18M +$32.9K +66 +0.8%
UBV
1706
United Bank (Virginia)
Virginia
$4.17M -$59.2K -119 -1%
LWL
1707
Leo Wealth LLC
Texas
$4.17M +$102K +204 +3%
LCS
1708
Levin Capital Strategies
New York
$4.17M +$2.99K +6 +0.1%
RWP
1709
Ridgecrest Wealth Partners
California
$4.17M -$50.3K -101 -1%
JHCP
1710
Jackson Hole Capital Partners
Oklahoma
$4.17M – – –
GFG
1711
Goldstone Financial Group
Illinois
$4.16M -$104K -209 -3%
FLI
1712
Family Legacy Inc
South Carolina
$4.15M -$29.9K -60 -0.8%
CPW
1713
Catalyst Private Wealth
California
$4.14M -$52.8K -106 -1%
CCM
1714
Cohen Capital Management
California
$4.14M +$996 +2 +0%
PCS
1715
Personal CFO Solutions
New Jersey
$4.12M -$62.7K -126 -2%
SPP
1716
Single Point Partners
Massachusetts
$4.11M -$11.5K -23 -0.3%
TF
1717
Tompkins Financial
New York
$4.1M -$22.4K -45 -0.6%
DIM
1718
Delta Investment Management
California
$4.1M +$18.4K +37 +0.5%
CWM
1719
Chesapeake Wealth Management
Virginia
$4.09M -$85.1K -171 -2%
BWA
1720
Beam Wealth Advisors
Louisiana
$4.08M +$1.19M +2,381 +44%
PWP
1721
Private Wealth Partners
California
$4.08M -$4.98K -10 -0.1%
LRWA
1722
Long Run Wealth Advisors
New York
$4.07M -$85.1K -171 -2%
EM
1723
ELCO Management
New York
$4.07M +$35.8K +72 +0.9%
FWM
1724
ForthRight Wealth Management
Georgia
$4.06M -$9.46K -19 -0.2%
MFG
1725
MidWestOne Financial Group
Iowa
$4.06M +$106K +212 +3%
67 68
69
70 71