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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1926
Cooper Financial Group
California
$3.13M +$552K +1,054 +22%
VWA
1927
Visionary Wealth Advisors
Illinois
$3.13M -$12.6K -24 -0.4%
THL
1928
Tillman Hartley LLC
Colorado
$3.12M – – –
SIG
1929
Sky Investment Group
Connecticut
$3.12M – – –
HCA
1930
Harbour Capital Advisors
Virginia
$3.12M +$72.2K +138 +2%
PGWM
1931
Parisi Gray Wealth Management
New Jersey
$3.11M -$152K -291 -5%
LW
1932
Libra Wealth
California
$3.1M – – –
ME
1933
McIlrath & Eck
Washington
$3.1M -$1.57K -3 -0.1%
RSVP
1934
Ramsay Stattman Vela & Price
Colorado
$3.1M -$9.94K -19 -0.3%
SIA
1935
SkyView Investment Advisors
New Jersey
$3.1M – – –
OWA
1936
Outlook Wealth Advisors
Texas
$3.1M -$786K -1,502 -21%
HAM
1937
Harmony Asset Management
Arizona
$3.09M -$273K -521 -8%
NSAM
1938
North Star Asset Management
Wisconsin
$3.09M -$10.5K -20 -0.4%
OWA
1939
Octavia Wealth Advisors
Ohio
$3.09M +$429K +820 +17%
NRI
1940
NFP Retirement Inc
California
$3.08M -$489K -934 -14%
AAIM
1941
Asset Advisors Investment Management
Georgia
$3.08M -$587K -1,122 -17%
FAM
1942
Flaharty Asset Management
Florida
$3.08M -$76.4K -146 -3%
SCG
1943
Sonata Capital Group
Washington
$3.07M +$339K +648 +13%
RMAM
1944
Raab & Moskowitz Asset Management
New Jersey
$3.07M -$26.2K -50 -0.9%
AAP
1945
Arax Advisory Partners
Colorado
$3.07M +$320K +611 +12%
MCM
1946
MV Capital Management
Maryland
$3.06M +$532K +1,017 +22%
AWP
1947
Ascent Wealth Partners
New York
$3.06M -$4.31M -8,244 -59%
TPWA
1948
TRUE Private Wealth Advisors
Oregon
$3.05M -$196K -374 -6%
TPA
1949
Trivium Point Advisory
Connecticut
$3.03M +$2.09M +3,995 +253%
LA
1950
Lifeworks Advisors
Michigan
$3.03M +$81.6K +156 +3%
76 77
78
79 80