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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WWA
1951
Wealth Watch Advisors
Colorado
$4.9M +$500K +740 +11%
ML
1952
McAdam LLC
Pennsylvania
$4.89M -$282K -417 -5%
EGA
1953
Eagle Global Advisors
Texas
$4.89M +$465K +688 +11%
TWM
1954
TopTier Wealth Management
Wisconsin
$4.89M +$4.84M +7,167 New
GCM
1955
Generation Capital Management
New York
$4.88M +$309K +457 +7%
LNB
1956
Ledyard National Bank
$4.87M -$158K -234 -3%
WAS
1957
Winch Advisory Services
Wisconsin
$4.87M +$11.5K +17 +0.2%
WCM
1958
Windsor Capital Management
Arizona
$4.87M -$620K -918 -11%
HPIA
1959
Hamilton Point Investment Advisors
North Carolina
$4.86M – – –
CWM
1960
CCG Wealth Management
California
$4.86M +$1.5M +2,215 +45%
IC
1961
Iconiq Capital
California
$4.86M – – –
HWMG
1962
Harbour Wealth Management Group
South Carolina
$4.86M +$4.81M +7,122 New
JIP
1963
Jaffetilchin Investment Partners
Florida
$4.85M +$502K +743 +12%
FP
1964
Financial Perspectives
Minnesota
$4.85M +$37.9K +56 +0.8%
APG
1965
Abacus Planning Group
South Carolina
$4.84M -$19.6K -29 -0.4%
LWM
1966
Liberty Wealth Management
California
$4.82M +$41.9K +62 +0.9%
CPA
1967
Clear Point Advisors
New York
$4.82M +$157K +233 +3%
ACM
1968
Alpha Capital Management
Texas
$4.81M -$730K -1,080 -13%
BRM
1969
Boston Research & Management
Massachusetts
$4.8M – – –
RWS
1970
Resolute Wealth Strategies
Mississippi
$4.79M +$11.5K +17 +0.2%
AAM
1971
Austin Asset Management
Texas
$4.78M +$70.3K +104 +2%
SWMP
1972
Signature Wealth Management Partners
New Jersey
$4.78M -$20.3K -30 -0.4%
GKIM
1973
GW&K Investment Management
Massachusetts
$4.78M +$765K +1,132 +19%
MAS
1974
Madden Advisory Services
Florida
$4.78M -$134K -198 -3%
WW
1975
Waterfront Wealth
Kansas
$4.77M -$7.43K -11 -0.2%
77 78
79
80 81