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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
JF
1951
JSF Financial
California
$1.88M +$45.9K +100 +3%
SSWM
1952
Sheets Smith Wealth Management
North Carolina
$1.88M -$38.1K -83 -2%
BWM
1953
BerganKDV Wealth Management
Minnesota
$1.87M -$7.8K -17 -0.4%
AUB
1954
Atlantic Union Bankshares
Virginia
$1.87M -$267K -582 -13%
CAC
1955
Certified Advisory Corp
Florida
$1.87M +$274K +597 +18%
CIAS
1956
Capital Investment Advisory Services
North Carolina
$1.87M +$112K +244 +7%
HL
1957
HeadInvest LLC
Maine
$1.87M -$30.3K -66 -2%
MF
1958
Meridian Financial
Massachusetts
$1.87M +$1.8M +3,928 New
HWM
1959
Hemington Wealth Management
Virginia
$1.86M +$23.9K +52 +1%
PCM
1960
Parsons Capital Management
Rhode Island
$1.86M +$93.7K +204 +5%
CA
1961
Cambridge Advisors
Nebraska
$1.86M – – –
PAM
1962
Peninsula Asset Management
Florida
$1.86M -$739K -1,609 -29%
DWM
1963
Dopkins Wealth Management
New York
$1.86M +$1.8M +3,912 New
CSB
1964
City State Bank
Iowa
$1.86M +$1.79M +3,910 New
CAM
1965
Claret Asset Management
Quebec, Canada
$1.85M -$45.4K -99 -2%
EWM
1966
Elite Wealth Management
Washington
$1.85M +$10.1K +22 +0.6%
JIR
1967
James Investment Research
Ohio
$1.84M -$50.5K -110 -3%
HG
1968
Herbst Group
Connecticut
$1.84M +$1.78M +3,880 New
ZCI
1969
Zevenbergen Capital Investments
Washington
$1.84M +$708K +1,542 +66%
MCM
1970
Morton Capital Management
California
$1.83M +$1.77M +3,860 New
SWM
1971
Sculati Wealth Management
Michigan
$1.83M +$2.75K +6 +0.2%
SCM
1972
Spring Capital Management
Texas
$1.83M +$1.77M +3,852 New
SC
1973
Sinecera Capital
Texas
$1.82M +$1.76M +3,828 New
GHA
1974
GW Henssler & Associates
Georgia
$1.82M +$1.76M +3,830 New
SAM
1975
Sompo Asset Management
Japan
$1.81M -$1.3M -2,840 -43%
77 78
79
80 81