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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
W
1701
WPWealth
Texas
$5.6M -$21.7K -38 -0.4%
SWP
1702
Significant Wealth Partners
Illinois
$5.6M +$420K +734 +9%
LWM
1703
LJI Wealth Management
Indiana
$5.57M +$501K +876 +11%
BCM
1704
BlueCrest Capital Management
Jersey
$5.57M -$61.8M -108,154 -92%
MF
1705
Montis Financial
Massachusetts
$5.55M -$5.14K -9 -0.1%
FCM
1706
Fogel Capital Management
Florida
$5.54M +$7.43K +13 +0.1%
AA
1707
Auxano Advisors
Washington
$5.54M -$80K -140 -2%
DC
1708
Darrow Company
Massachusetts
$5.54M +$1.35M +2,363 +36%
OGF
1709
Orin Green Financial
California
$5.52M -$16.6K -29 -0.3%
BCM
1710
Boreal Capital Management
Florida
$5.52M – – –
FFB
1711
First Financial Bankshares
Texas
$5.5M +$2.4M +4,193 +89%
PFM
1712
Phillips Financial Management
Indiana
$5.5M +$1.35M +2,361 +36%
SCM
1713
SOL Capital Management
Maryland
$5.48M +$135K +236 +3%
HPM
1714
Hoxton Planning & Management
West Virginia
$5.48M +$765K +1,338 +18%
WA1
1715
Wimmer Associates 1
California
$5.47M +$11.4K +20 +0.2%
OFW
1716
Omnia Family Wealth
Florida
$5.47M -$633K -1,107 -11%
AB
1717
Atlas Brown
Kentucky
$5.47M +$26.3K +46 +0.5%
SCM
1718
Sterling Capital Management
North Carolina
$5.43M -$572K -1,000 -10%
TF
1719
Tompkins Financial
New York
$5.41M -$273K -478 -5%
BC
1720
Barrett & Company
Rhode Island
$5.4M +$867K +1,517 +21%
RCIM
1721
Red Cedar Investment Management
Michigan
$5.39M +$4.99M +8,723 New
SRC
1722
Sage Rhino Capital
California
$5.39M +$9.72K +17 +0.2%
CRWM
1723
Castle Rock Wealth Management
California
$5.38M -$396K -692 -8%
TFG
1724
Tilson Financial Group
New Jersey
$5.38M -$48.6K -85 -1%
PPW
1725
Parcion Private Wealth
Washington
$5.36M -$799K -1,397 -14%
67 68
69
70 71