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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
FSC
1751
Full Sail Capital
Oklahoma
$4.61M +$3.72M +6,325 +329%
W
1752
WorthPointe
California
$4.61M -$193K -328 -4%
OGF
1753
Orin Green Financial
California
$4.61M +$5.27M +8,968 New
STA
1754
Shade Tree Advisors
New York
$4.61M +$3.44M +5,846 +245%
MWA
1755
Merkkuri Wealth Advisors
New York
$4.6M -$1.37M -2,335 -22%
TVWM
1756
Tower View Wealth Management
Wisconsin
$4.6M -$53.5K -91 -1%
ACI
1757
Alpha Cubed Investments
California
$4.6M +$923K +1,571 +24%
CCC
1758
Compass Capital Corp
Massachusetts
$4.59M +$1.63M +2,768 +48%
CCG
1759
Coastwise Capital Group
California
$4.59M +$456K +776 +10%
TF
1760
Tandem Financial
Colorado
$4.58M +$43.5K +74 +0.9%
AHL
1761
Abel Hall LLC
Louisiana
$4.56M – – –
LWM
1762
LJI Wealth Management
Indiana
$4.55M -$445K -757 -9%
NIM
1763
Northeast Investment Management
Massachusetts
$4.54M +$595K +1,012 +14%
GI
1764
GAMMA Investing
California
$4.53M +$2.37M +4,037 +99%
LWM
1765
Luminvest Wealth Management
Arizona
$4.53M – – –
AFG
1766
ABLE Financial Group
Arizona
$4.53M -$5.88K -10 -0.1%
AIM
1767
Anchor Investment Management
South Carolina
$4.52M -$8.23K -14 -0.2%
MCM
1768
M1 Capital Management
Michigan
$4.52M +$37.6K +64 +0.8%
SR
1769
Syntax Research
Florida
$4.51M -$105K -179 -2%
PBT
1770
Pictet Bank & Trust
Bahamas
$4.51M – – –
DCM
1771
Donaldson Capital Management
Indiana
$4.5M -$1.06M -1,797 -18%
NL
1772
NVWM LLC
Pennsylvania
$4.5M +$578K +984 +14%
PPG
1773
Peak Planning Group
Colorado
$4.49M +$138K +235 +3%
RWM
1774
Rialto Wealth Management
New York
$4.49M – – –
TCWM
1775
Total Clarity Wealth Management
Illinois
$4.48M -$73.5K -125 -2%
69 70
71
72 73