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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MGWM
1851
Marks Group Wealth Management
Minnesota
$2.26M +$1.78M +3,870 +438%
IPW
1852
Intergy Private Wealth
Colorado
$2.25M +$2.18M +4,747 New
MRWM
1853
ML&R Wealth Management
Texas
$2.25M +$2.18M +4,743 New
RIA
1854
Realta Investment Advisors
Delaware
$2.25M -$41.3K -90 -2%
MA
1855
MBA Advisors
Pennsylvania
$2.25M +$27.5K +60 +1%
PPW
1856
Pinnacle Private Wealth
Massachusetts
$2.23M +$2.16M +4,698 New
WP
1857
WealthShield Partners
North Carolina
$2.23M +$618K +1,346 +40%
MVP
1858
Miller Value Partners
Florida
$2.23M +$1.61M +3,498 +295%
RP
1859
Rice Partnership
Hawaii
$2.22M +$95.9K +209 +5%
AWM
1860
Affinity Wealth Management
Delaware
$2.22M -$96.4K -210 -4%
BBA
1861
Braun-Bostich & Associates
Pennsylvania
$2.22M +$1.88M +4,103 +533%
TSWM
1862
Tyler-Stone Wealth Management
Ohio
$2.22M +$2.14M +4,667 New
SIA
1863
SeaBridge Investment Advisors
New Jersey
$2.21M +$170K +370 +9%
MSCM
1864
McElhenny Sheffield Capital Management
Texas
$2.2M +$756K +1,646 +55%
UWM
1865
USAdvisors Wealth Management
Minnesota
$2.2M -$612K -1,333 -22%
SWM
1866
Southern Wealth Management
Texas
$2.2M +$539K +1,174 +34%
OWA
1867
Octavia Wealth Advisors
Ohio
$2.19M +$347K +756 +20%
UMC
1868
United Maritime Capital
New York
$2.19M -$184K -400 -8%
NDSI
1869
Newman Dignan & Sheerar Inc
Rhode Island
$2.19M +$5.05K +11 +0.2%
ACWM
1870
Adams Chetwood Wealth Management
North Carolina
$2.19M -$42.2K -92 -2%
MFW
1871
Mosaic Family Wealth
Missouri
$2.18M -$1.25M -2,722 -37%
WLIM
1872
White Lighthouse Investment Management
Massachusetts
$2.18M +$5.51K +12 +0.3%
OFW
1873
Omnia Family Wealth
Florida
$2.17M +$42.2K +92 +2%
CTB
1874
Country Trust Bank
Illinois
$2.17M +$7.34K +16 +0.4%
VWA
1875
Visionary Wealth Advisors
Illinois
$2.17M +$14.7K +32 +0.7%
73 74
75
76 77