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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
1726
Personal CFO Solutions
New Jersey
$6.73M -$126K -174 -2%
CAM
1727
Concorde Asset Management
Michigan
$6.72M +$143K +197 +2%
OGF
1728
Orin Green Financial
California
$6.7M -$64.5K -89 -1%
BTI
1729
Blue Trust Inc
Georgia
$6.68M -$2.93M -4,039 -31%
AIM
1730
Acropolis Investment Management
Missouri
$6.68M -$87.7K -121 -1%
CIM
1731
Confluence Investment Management
Missouri
$6.66M -$2.18M -3,000 -25%
SLP
1732
Storen Legacy Partners
Indiana
$6.66M +$43.5K +60 +0.7%
CRWM
1733
Castle Rock Wealth Management
California
$6.65M +$200K +276 +3%
JFG
1734
JDM Financial Group
Texas
$6.64M +$36.3K +50 +0.6%
WCFA
1735
Walkner Condon Financial Advisors
Wisconsin
$6.64M -$156K -215 -2%
KPWG
1736
KFA Private Wealth Group
Virginia
$6.62M -$2.16M -2,982 -25%
SRC
1737
Sage Rhino Capital
California
$6.6M +$55.8K +77 +0.9%
SAM
1738
S.A. Mason
Michigan
$6.59M +$10.2K +14 +0.2%
BWG
1739
Beta Wealth Group
California
$6.58M -$15.9K -22 -0.2%
MGWM
1740
Marks Group Wealth Management
Minnesota
$6.57M -$22.5K -31 -0.4%
VR
1741
Vision Retirement
New Jersey
$6.56M +$34.1K +47 +0.5%
VC
1742
Veracity Capital
Georgia
$6.56M -$531K -733 -8%
ANBT
1743
American National Bank & Trust
Texas
$6.53M -$203K -280 -3%
TWM
1744
Tradition Wealth Management
Minnesota
$6.53M +$635K +876 +11%
BEAM
1745
Baker Ellis Asset Management
Washington
$6.53M +$725 +1 +0%
GFG
1746
Goldstone Financial Group
Illinois
$6.49M +$194K +267 +3%
QP
1747
Quartz Partners
New York
$6.48M +$328K +452 +5%
FAL
1748
Focused Alpha LLC
Colorado
$6.48M +$719K +992 +13%
CWWM
1749
Curry Webb Wealth Management
Indiana
$6.46M -$602K -830 -9%
BIM
1750
Breakwater Investment Management
Washington
$6.45M -$15.9K -22 -0.3%
68 69
70
71 72