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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PFWA
1776
Paces Ferry Wealth Advisors
Georgia
$2.54M +$62.9K +137 +3%
AP
1777
Advisor Partners
California
$2.53M -$133K -289 -5%
MDSL
1778
M.D. Sass LLC
New York
$2.52M -$73.5K -160 -3%
BA
1779
Ballast Advisors
Minnesota
$2.52M -$17K -37 -0.7%
MWA
1780
Martel Wealth Advisors
Washington
$2.51M -$45.9K -100 -2%
SCA
1781
Sandy Cove Advisors
Massachusetts
$2.51M +$2.42M +5,277 New
NCM
1782
Nelson Capital Management
California
$2.5M +$89.5K +195 +4%
RWP
1783
Ridgecrest Wealth Partners
California
$2.49M +$19.7K +43 +0.8%
AMG
1784
Asset Management Group
Connecticut
$2.48M -$51.4K -112 -2%
TAM
1785
Trillium Asset Management
Massachusetts
$2.48M +$100K +218 +4%
HNWAG
1786
High Net Worth Advisory Group
Florida
$2.46M +$2.38M +5,187 New
ATPW
1787
Ashton Thomas Private Wealth
Arizona
$2.46M +$269K +585 +13%
W
1788
Wealthquest
Ohio
$2.46M -$101K -219 -4%
GP
1789
Geneva Partners
Wisconsin
$2.45M +$1.84K +4 +0.1%
TW
1790
Towerpoint Wealth
California
$2.45M +$7.34K +16 +0.3%
GC
1791
Gilbert & Cook
Iowa
$2.44M -$10.6K -23 -0.4%
AC
1792
Alley Company
Illinois
$2.44M +$107K +233 +5%
IA
1793
Insight Advisors
Pennsylvania
$2.44M +$190K +414 +9%
TFA
1794
Teamwork Financial Advisors
Texas
$2.44M +$121K +264 +5%
IWA
1795
Inspirion Wealth Advisors
Illinois
$2.43M -$61.1K -133 -3%
LCS
1796
Levin Capital Strategies
New York
$2.43M -$510K -1,110 -18%
LFP
1797
Leeward Financial Partners
Washington
$2.42M +$2.34M +5,099 New
MS
1798
Marshall & Sullivan
Washington
$2.42M -$5.05K -11 -0.2%
OR
1799
Olympiad Research
Connecticut
$2.41M -$319K -694 -12%
IIM
1800
InTrack Investment Management
Vermont
$2.41M +$9.18K +20 +0.4%
70 71
72
73 74