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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1726
MTM Investment Management
South Carolina
$5.75M +$24.4K +38 +0.4%
VAS
1727
Vestmark Advisory Solutions
Massachusetts
$5.73M -$47.8M -74,539 -90%
SWA
1728
Sightline Wealth Advisors
Connecticut
$5.7M -$34.6K -54 -0.6%
JAG
1729
Journey Advisory Group
Kentucky
$5.7M -$37.2K -58 -0.7%
TF
1730
Tompkins Financial
New York
$5.69M -$134K -209 -2%
AWP
1731
Abacus Wealth Partners
California
$5.69M +$353K +551 +7%
FFM
1732
Fullerton Fund Management
Singapore
$5.68M +$1.06M +1,650 +24%
BWM
1733
Baron Wealth Management
Michigan
$5.68M -$84K -131 -2%
WAL
1734
W Advisors LLC
Tennessee
$5.68M -$18.6K -29 -0.3%
CD
1735
Chapin Davis
Maryland
$5.66M +$291K +454 +6%
FWM
1736
ForthRight Wealth Management
Georgia
$5.66M – – –
CAS
1737
Coppell Advisory Solutions
Texas
$5.65M -$8.2M -12,786 -60%
LWM
1738
LJI Wealth Management
Indiana
$5.64M -$348K -543 -6%
TFG
1739
Tilson Financial Group
New Jersey
$5.64M -$150K -234 -3%
GSWM
1740
Greenup Street Wealth Management
Michigan
$5.63M +$84K +131 +2%
PCM
1741
Park Capital Management
Wisconsin
$5.62M +$1.44M +2,250 +36%
BA
1742
Bellwether Advisors
Nebraska
$5.61M +$1.28K +2 +0%
CIM
1743
Cambria Investment Management
California
$5.61M +$3.35M +5,222 +163%
CRWM
1744
Castle Rock Wealth Management
California
$5.59M -$113K -177 -2%
AAA
1745
American Alpha Advisors
New York
$5.57M -$169K -263 -3%
VI
1746
VanderPol Investments
Michigan
$5.55M +$897K +1,400 +21%
NIM
1747
Northeast Investment Management
Massachusetts
$5.54M -$30.8K -48 -0.6%
LFS
1748
Legacy Financial Strategies
Kansas
$5.52M -$743K -1,159 -12%
FSC
1749
Full Sail Capital
Oklahoma
$5.49M – – –
BFIM
1750
Beese Fulmer Investment Management
Ohio
$5.48M -$19.2K -30 -0.4%
68 69
70
71 72