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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1926
Morse Asset Management
Connecticut
$5.02M +$64.9K +96 +1%
OCM
1927
Objective Capital Management
Ohio
$5.01M -$104K -154 -2%
PNAA
1928
Pictet North America Advisors
Switzerland
$5.01M – – –
FLI
1929
Family Legacy Inc
South Carolina
$5.01M +$24.3K +36 +0.5%
FIS
1930
Fischer Investment Strategies
California
$5.01M -$401K -594 -7%
W
1931
WorthPointe
California
$5M -$486K -719 -9%
RAS
1932
RPS Advisory Solutions
Kentucky
$5M -$139K -206 -3%
AA
1933
Auxano Advisors
Washington
$5M +$296K +438 +6%
JBW
1934
Journey Beyond Wealth
Georgia
$4.98M -$10.1K -15 -0.2%
9C
1935
9823 Capital
Texas
$4.98M +$4.93M +7,300 New
LIA
1936
LBMC Investment Advisors
Tennessee
$4.98M +$8.11K +12 +0.2%
NG
1937
NWK Group
California
$4.97M -$544K -805 -10%
MWM
1938
Maripau Wealth Management
Indiana
$4.97M +$285K +422 +6%
CPW
1939
Catalyst Private Wealth
California
$4.95M -$31.1K -46 -0.6%
BIG
1940
Brookwood Investment Group
Arizona
$4.95M +$477K +706 +11%
CWM
1941
Chesapeake Wealth Management
Virginia
$4.95M -$189K -279 -4%
AIMC
1942
Alley Investment Management Company
Illinois
$4.95M -$23K -34 -0.5%
PIP
1943
Peachtree Investment Partners
Florida
$4.94M +$4.9M +7,249 New
RWM
1944
Raffa Wealth Management
District of Columbia
$4.94M +$2.7K +4 +0.1%
RA
1945
Rockingstone Advisors
Massachusetts
$4.94M -$4.05K -6 -0.1%
DWM
1946
Ducere Wealth Management
California
$4.92M +$4.87M +7,210 New
SCG
1947
Sonata Capital Group
Washington
$4.92M +$93.3K +138 +2%
DFA
1948
DHJJ Financial Advisors
Illinois
$4.91M +$10.8K +16 +0.2%
SBWIC
1949
Schaper Benz & Wise Investment Counsel
Wisconsin
$4.91M +$72.3K +107 +2%
IWP
1950
Innova Wealth Partners
Pennsylvania
$4.9M -$5.85M -8,656 -55%
76 77
78
79 80