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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
2051
Mathes Company
New York
$2.83M – – –
MSA
2052
McAlister Sweet & Associates
Texas
$2.83M -$1.94M -3,513 -42%
BFA
2053
Beaumont Financial Advisors
Massachusetts
$2.83M +$261K +472 +11%
WWM
2054
Waterway Wealth Management
Texas
$2.82M +$8.29K +15 +0.3%
IIM
2055
InTrack Investment Management
Vermont
$2.82M -$158K -285 -5%
HCP
2056
Holt Capital Partners
Texas
$2.82M +$19.9K +36 +0.7%
SA
2057
Strategic Advisors
New York
$2.82M -$561K -1,015 -17%
PBC
2058
Pavion Blue Capital
California
$2.81M -$23.8K -43 -0.9%
BOPW
2059
Brandywine Oak Private Wealth
Pennsylvania
$2.81M +$173K +312 +7%
PWM
2060
PBMares Wealth Management
Virginia
$2.8M -$216K -391 -7%
EWM
2061
Elite Wealth Management
Washington
$2.8M -$1.11M -2,004 -29%
PP
2062
Prosperity Planning
Missouri
$2.79M -$113K -205 -4%
KOC
2063
Koss-Olinger Consulting
Florida
$2.79M +$22.1K +40 +0.8%
PWG
2064
Private Wealth Group
Florida
$2.78M – – –
ZCI
2065
Zevenbergen Capital Investments
Washington
$2.78M -$137K -248 -5%
LFA
2066
Longview Financial Advisors
Alabama
$2.77M +$5.53K +10 +0.2%
TF
2067
Tudor Financial
Ohio
$2.77M +$2.67M +4,824 New
PFGIA
2068
Patriot Financial Group Insurance Agency
Massachusetts
$2.76M +$102K +185 +4%
SC
2069
Searle & Co
Connecticut
$2.76M -$73K -132 -3%
LI
2070
LMCG Investments
Massachusetts
$2.75M -$5.93M -10,717 -69%
NI
2071
Noked Israel
Israel
$2.75M – – –
FSWA
2072
Financial Synergies Wealth Advisors
Texas
$2.75M -$184K -332 -6%
TGAM
2073
TBH Global Asset Management
Tennessee
$2.74M +$70.2K +127 +3%
T
2074
Tidemark
California
$2.74M -$109K -197 -4%
AAS
2075
Asset Allocation Strategies
Michigan
$2.73M -$1.39M -2,509 -34%
81 82
83
84 85