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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
RDWM
1926
Red Door Wealth Management
Tennessee
$4.5M +$299K +440 +7%
MAS
1927
Madden Advisory Services
Florida
$4.49M -$73.4K -108 -2%
WW
1928
Waterfront Wealth
Kansas
$4.48M -$4.76K -7 -0.1%
BSI
1929
Bennett Selby Investments
Maine
$4.48M +$78.9K +116 +2%
TLA
1930
Tanglewood Legacy Advisors
Texas
$4.47M +$331K +487 +8%
SC
1931
Steph & Co
Wisconsin
$4.47M +$114K +167 +2%
ACM
1932
Alpha Capital Management
Texas
$4.46M -$130K -191 -3%
BFA
1933
Beacon Financial Advisory
Ohio
$4.46M +$188K +276 +4%
WTA
1934
Washington Trust Advisors
Massachusetts
$4.46M -$4.75M -6,983 -50%
COCM
1935
Charter Oak Capital Management
New Hampshire
$4.46M +$207K +305 +5%
BGCP
1936
Bristol Gate Capital Partners
Ontario, Canada
$4.46M -$10.7M -15,777 -70%
FNBSF
1937
First National Bank Sioux Falls
South Dakota
$4.45M – – –
EGA
1938
Eagle Global Advisors
Texas
$4.45M -$224K -330 -5%
PWP
1939
Private Wealth Partners
California
$4.45M -$64.6K -95 -1%
M
1940
MetLife
New York
$4.44M +$23.1K +34 +0.5%
II
1941
Ironclad Investments
Florida
$4.43M – – –
SIA
1942
SeaBridge Investment Advisors
New Jersey
$4.42M +$101K +149 +2%
TDB
1943
Thompson David Blair
$4.42M -$2.29M -3,375 -33%
MEAC
1944
M.E. Allison & Co
Texas
$4.42M +$136K +200 +3%
HWAM
1945
Hennion & Walsh Asset Management
New Jersey
$4.41M +$829K +1,220 +22%
PWP
1946
Pursue Wealth Partners
California
$4.41M +$44.2K +65 +1%
AIMC
1947
Alley Investment Management Company
Illinois
$4.41M -$322K -474 -7%
NCM
1948
Next Capital Management
New York
$4.4M +$383K +564 +9%
TC
1949
TownSquare Capital
Utah
$4.39M +$77.5K +114 +2%
OWMIAS
1950
One Wealth Management Investment & Advisory Services
Florida
$4.39M +$43.5K +64 +1%
76 77
78
79 80