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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
IWS
1951
Insight Wealth Strategies
California
$4.39M +$58.5K +86 +1%
HCP
1952
Holt Capital Partners
Texas
$4.39M -$49K -72 -1%
RMA
1953
Roffman Miller Associates
Pennsylvania
$4.38M +$8.84K +13 +0.2%
CCAM
1954
Cascades Capital Asset Management
North Carolina
$4.38M +$1.36K +2 +0%
RWM
1955
RKL Wealth Management
Pennsylvania
$4.37M -$17.7K -26 -0.4%
HP
1956
Holistic Planning
Texas
$4.36M +$539K +793 +13%
CPCM
1957
Cardinal Point Capital Management
Ontario, Canada
$4.36M +$995K +1,464 +28%
CW
1958
Cedarwood Wealth
Colorado
$4.36M +$2.72K +4 +0.1%
AT
1959
Avalon Trust
New Mexico
$4.34M -$10.9K -16 -0.2%
LW
1960
Libra Wealth
California
$4.34M – – –
SB
1961
Semitam Bonam
New York
$4.34M -$56.4K -83 -1%
LIA
1962
Lynx Investment Advisory
District of Columbia
$4.34M +$1.06M +1,561 +31%
EA
1963
Enclave Advisors
Texas
$4.34M +$36K +53 +0.8%
HWM
1964
Howard Wealth Management
Connecticut
$4.32M +$91.8K +135 +2%
SWP
1965
Semus Wealth Partners
Florida
$4.32M +$8.84K +13 +0.2%
EPW
1966
Evolve Private Wealth
California
$4.32M -$1.2M -1,761 -21%
TFS
1967
Thoroughbred Financial Services
Tennessee
$4.31M +$34K +50 +0.8%
PI
1968
Parkside Investments
Illinois
$4.3M +$1.81M +2,664 +67%
HFBOT
1969
Home Federal Bank of Tennessee
Tennessee
$4.29M – – –
MAM
1970
Markin Asset Management
New York
$4.29M +$532K +782 +13%
HCMT
1971
Highland Capital Management (Tennessee)
Tennessee
$4.29M -$51K -75 -1%
WIC
1972
Woodmont Investment Counsel
Tennessee
$4.27M -$277K -408 -6%
CPC
1973
Consolidated Planning Corp
Georgia
$4.27M -$97.9K -144 -2%
PWP
1974
Prasad Wealth Partners
Ohio
$4.26M +$311K +457 +8%
SA
1975
Sunesis Advisors
Kansas
$4.25M -$13.6K -20 -0.3%
77 78
79
80 81