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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
1801
Invenio Wealth Partners
Florida
$5.28M -$2.05M -3,009 -27%
TA
1802
TruWealth Advisors
Louisiana
$5.27M -$52.4K -77 -0.9%
MC
1803
Matters Capital
Florida
$5.27M -$680 -1 -0%
CIA
1804
Cape Investment Advisory
Georgia
$5.25M +$170K +250 +3%
XF
1805
XML Financial
Maryland
$5.24M +$335K +493 +7%
CF
1806
Convergence Financial
Missouri
$5.23M +$2.73M +4,015 +100%
FWI
1807
Facet Wealth Inc
Maryland
$5.23M +$1.51M +2,223 +38%
ACM
1808
Absolute Capital Management
Pennsylvania
$5.23M -$4.07M -5,989 -43%
SC
1809
Sierra Capital
Florida
$5.21M -$3.4K -5 -0.1%
TFG
1810
Tilson Financial Group
New Jersey
$5.21M -$152K -224 -3%
GA
1811
Greenspring Advisors
Maryland
$5.2M -$16.3K -24 -0.3%
LFA
1812
Laraway Financial Advisors
Minnesota
$5.19M -$195K -287 -3%
PIA
1813
Powell Investment Advisors
Florida
$5.18M +$3.09M +4,547 +134%
WAS
1814
Winch Advisory Services
Wisconsin
$5.17M +$549K +807 +11%
CWM
1815
ClientFirst Wealth Management
Arkansas
$5.17M – – –
AIM
1816
Anchor Investment Management
South Carolina
$5.17M +$36.7K +54 +0.7%
CCM
1817
Cohen Capital Management
California
$5.16M +$22.4K +33 +0.4%
LIP
1818
Lighthouse Investment Partners
Florida
$5.14M +$5.38M +7,911 New
MIM
1819
MTM Investment Management
South Carolina
$5.14M -$680 -1 -0%
TVWM
1820
Tower View Wealth Management
Wisconsin
$5.14M +$22.4K +33 +0.4%
SEP
1821
Signature Equity Partners
Ohio
$5.13M +$124K +182 +2%
FFB
1822
First Financial Bankshares
Texas
$5.12M -$192K -282 -3%
GSWM
1823
Greenup Street Wealth Management
Michigan
$5.12M -$136K -200 -2%
TWM
1824
Tradition Wealth Management
Minnesota
$5.12M +$758K +1,115 +17%
SR
1825
Syntax Research
Florida
$5.11M +$13.6K +20 +0.3%
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