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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1776
WealthShield Partners
North Carolina
$6.28M -$105K -155 -2%
MWP
1777
Madison Wealth Partners
Wisconsin
$6.25M +$5.41K +8 +0.1%
SJGA
1778
Stephen J. Garry & Associates
New York
$6.23M -$291K -431 -5%
CAAS
1779
Capital Asset Advisory Services
Michigan
$6.23M -$160K -237 -3%
PIM
1780
Parker Investment Management
California
$6.23M +$149K +221 +2%
DIM
1781
Delta Investment Management
California
$6.22M +$1.44M +2,128 +30%
WCFA
1782
Walkner Condon Financial Advisors
Wisconsin
$6.21M -$66.9K -99 -1%
LWM
1783
LJI Wealth Management
Indiana
$6.21M +$428K +633 +7%
OFS
1784
OneAscent Financial Services
Alabama
$6.2M -$841K -1,244 -12%
OGF
1785
Orin Green Financial
California
$6.18M -$87.9K -130 -1%
EAN
1786
Excelsior Advisor Network
Colorado
$6.18M +$6.12M +9,056 New
LCS
1787
Levin Capital Strategies
New York
$6.17M -$2.19M -3,246 -26%
FL
1788
FreeGulliver LLC
Louisiana
$6.16M -$680K -1,006 -10%
RCIM
1789
Red Cedar Investment Management
Michigan
$6.15M – – –
TF
1790
Tompkins Financial
New York
$6.15M +$324K +479 +6%
TCM
1791
Traynor Capital Management
Pennsylvania
$6.15M -$51.4K -76 -0.8%
AIM
1792
Acropolis Investment Management
Missouri
$6.15M +$220K +326 +4%
FCM
1793
Fogel Capital Management
Florida
$6.14M +$14.2K +21 +0.2%
SLP
1794
Storen Legacy Partners
Indiana
$6.12M +$6.07M +8,977 New
RA
1795
Range Advisory
Virginia
$6.11M +$6.06M +8,959 New
AAM
1796
Aureus Asset Management
Massachusetts
$6.11M -$17.6K -26 -0.3%
QP
1797
Quartz Partners
New York
$6.11M +$1.23M +1,813 +25%
NA
1798
Novus Advisors
South Carolina
$6.1M -$145K -215 -2%
MWM
1799
Marietta Wealth Management
Georgia
$6.09M -$81.8K -121 -1%
VR
1800
Vision Retirement
New Jersey
$6.09M +$6.04M +8,937 New
70 71
72
73 74