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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
ZCI
1751
Zevenbergen Capital Investments
Washington
$2.63M -$66.3K -149 -2%
FP
1752
Financial Perspectives
Minnesota
$2.63M +$445 +1 +0%
HP
1753
Highlander Partners
Texas
$2.63M – – –
CFA
1754
Cahill Financial Advisors
Minnesota
$2.6M -$85K -191 -3%
LI
1755
LMCG Investments
Massachusetts
$2.6M +$451K +1,013 +20%
IAA
1756
Independent Advisor Alliance
North Carolina
$2.6M -$218K -490 -7%
MIAS
1757
Mason Investment Advisory Services
Virginia
$2.59M -$24.9K -56 -0.9%
DLCIG
1758
D.L. Carlson Investment Group
New Hampshire
$2.59M -$288K -647 -10%
LFS
1759
Legacy Financial Strategies
Kansas
$2.59M +$75.2K +169 +3%
TPWA
1760
TRUE Private Wealth Advisors
Oregon
$2.58M -$1.47M -3,303 -35%
TF
1761
Tompkins Financial
New York
$2.58M -$166K -373 -6%
MMH
1762
Menora Mivtachim Holdings
Israel
$2.58M – – –
HCA
1763
Harbour Capital Advisors
Virginia
$2.58M +$297K +668 +12%
OBWG
1764
Onyx Bridge Wealth Group
New York
$2.57M +$59.6K +134 +2%
SCM
1765
SOL Capital Management
Maryland
$2.57M -$623K -1,400 -19%
SM
1766
Sabby Management
Florida
$2.56M +$2.67M +6,000 New
HHAA
1767
Henry H. Armstrong Associates
Pennsylvania
$2.56M – – –
WAL
1768
W Advisors LLC
Tennessee
$2.55M +$11.6K +26 +0.4%
FGA
1769
Fortis Group Advisors
New Jersey
$2.55M -$4M -8,991 -60%
FWM
1770
Fairhaven Wealth Management
Illinois
$2.54M -$36K -81 -1%
WPC
1771
Waters Parkerson & Co
Louisiana
$2.54M -$2.22K -5 -0.1%
FNBSF
1772
First National Bank Sioux Falls
South Dakota
$2.53M +$2.18M +4,908 +481%
SFWA
1773
Summit Financial Wealth Advisors
Louisiana
$2.53M -$36.9K -83 -1%
EHC
1774
Everett Harris & Co
California
$2.53M -$85.8K -193 -3%
NSAM
1775
North Star Asset Management
Wisconsin
$2.52M -$24.5K -55 -0.9%
69 70
71
72 73