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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
HFA
1726
High Falls Advisors
New York
$2.72M +$104K +233 +4%
FWM
1727
Forza Wealth Management
Florida
$2.72M – – –
BWP
1728
Baldwin Wealth Partners
Massachusetts
$2.72M +$212K +477 +8%
UWM
1729
USAdvisors Wealth Management
Minnesota
$2.71M +$74.3K +167 +3%
RIA
1730
Realta Investment Advisors
Delaware
$2.71M -$213K -478 -7%
SIMG
1731
Sonora Investment Management Group
Arizona
$2.71M +$2.67K +6 +0.1%
CT
1732
Colonial Trust
South Carolina
$2.71M -$16K -36 -0.6%
MGWM
1733
Marks Group Wealth Management
Minnesota
$2.71M +$404K +908 +17%
SFG
1734
Sterling Financial Group
California
$2.71M – – –
ACP
1735
Arcus Capital Partners
Georgia
$2.7M +$269K +605 +11%
AFG
1736
Atomi Financial Group
New York
$2.69M +$938K +2,109 +51%
IA
1737
Insight Advisors
Pennsylvania
$2.68M +$254K +572 +10%
PP
1738
Prosperity Planning
Missouri
$2.68M -$117K -264 -4%
PNC
1739
Park National Corp
Ohio
$2.68M -$79.2K -178 -3%
HCMT
1740
Highland Capital Management (Tennessee)
Tennessee
$2.68M +$44.5K +100 +2%
SAM
1741
Sompo Asset Management
Japan
$2.68M -$431K -970 -13%
CA
1742
Continuum Advisory
Idaho
$2.67M +$728K +1,636 +27%
IWP
1743
Innova Wealth Partners
Pennsylvania
$2.67M -$3.16M -7,115 -53%
BO
1744
Bank OZK
Arkansas
$2.66M -$30.2K -68 -1%
CF
1745
Canoe Financial
Alberta, Canada
$2.66M -$3.84M -8,625 -85%
CWM
1746
Cahill Wealth Management
Michigan
$2.66M +$890 +2 +0%
1WM
1747
1900 Wealth Management
Texas
$2.65M -$58.3K -131 -2%
SAS
1748
Sage Advisory Services
Texas
$2.64M -$1.28M -2,880 -32%
RG
1749
Retirement Group
California
$2.64M +$399K +896 +17%
BWM
1750
BNC Wealth Management
Oregon
$2.63M +$10.7K +24 +0.4%
68 69
70
71 72