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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1876
Sage Financial Group
Pennsylvania
$3.85M +$358K +609 +10%
ML
1877
McAdam LLC
Pennsylvania
$3.85M -$1.84M -3,131 -31%
MCM
1878
Mengis Capital Management
Oregon
$3.85M -$155K -263 -4%
AT
1879
Avalon Trust
New Mexico
$3.84M -$400K -680 -9%
CCAM
1880
Cascades Capital Asset Management
North Carolina
$3.84M +$2.94K +5 +0.1%
XF
1881
XML Financial
Maryland
$3.83M +$614K +1,044 +18%
PSFG
1882
Park Square Financial Group
Georgia
$3.83M -$1.01M -1,719 -20%
SA
1883
Sunesis Advisors
Kansas
$3.83M -$210K -357 -5%
PNAA
1884
Pictet North America Advisors
Switzerland
$3.83M -$68.8K -117 -2%
RCA
1885
Ranch Capital Advisors
Florida
$3.82M -$53.5K -91 -1%
WW
1886
Waterfront Wealth
Kansas
$3.82M +$7.05K +12 +0.2%
CPA
1887
Clear Point Advisors
New York
$3.82M +$588 +1 +0%
SCG
1888
Sonata Capital Group
Washington
$3.81M +$198K +337 +5%
TCB
1889
Texas Capital Bancshares
Texas
$3.81M – – –
II
1890
Ironclad Investments
Florida
$3.81M – – –
TPWA
1891
Twin Peaks Wealth Advisors
California
$3.8M -$217K -369 -5%
RMCM
1892
Reynders McVeigh Capital Management
Massachusetts
$3.79M – – –
MC
1893
Mirabaud & Cie
Switzerland
$3.79M -$478K -814 -11%
CWA
1894
Capital Wealth Alliance
Arizona
$3.78M -$227K -386 -5%
ZBNA
1895
Zions Bancorporation, National Association
Utah
$3.78M +$3.97M +6,762 New
HCMT
1896
Highland Capital Management (Tennessee)
Tennessee
$3.78M +$250K +426 +7%
AAM
1897
Austin Asset Management
Texas
$3.77M -$88.8K -151 -2%
NRG
1898
Nemes Rush Group
Michigan
$3.77M -$1.55M -2,629 -28%
EWM
1899
Edge Wealth Management
New York
$3.77M -$32.3K -55 -0.8%
M
1900
MetLife
New York
$3.77M -$145K -247 -4%
74 75
76
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