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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
DP
2076
DDD Partners
Washington
$4.26M +$462K +683 +12%
CT
2077
Colonial Trust
South Carolina
$4.26M +$2.03K +3 +0%
EWM
2078
Edge Wealth Management
New York
$4.23M -$331K -489 -7%
HWM
2079
Horizon Wealth Management
Illinois
$4.23M -$268K -397 -6%
AW
2080
Alchemi Wealth
Connecticut
$4.23M +$4.19M +6,201 New
NCM
2081
Next Capital Management
New York
$4.23M +$235K +347 +6%
OCM
2082
Orleans Capital Management
Louisiana
$4.22M +$3.24M +4,800 +344%
SHFA
2083
SC&H Financial Advisors
Maryland
$4.22M +$306K +452 +8%
OWA
2084
Octavia Wealth Advisors
Ohio
$4.21M +$34.5K +51 +0.8%
IIWM
2085
Investment Insight Wealth Management
New York
$4.21M +$4.17M +6,169 New
FWM
2086
Forza Wealth Management
Florida
$4.21M -$41.2K -61 -1%
PIM
2087
Pullen Investment Management
Florida
$4.2M – – –
JKA
2088
Jones Kertz & Associates
Minnesota
$4.2M +$4.16M +6,161 New
NB
2089
Northwest Bancshares
Pennsylvania
$4.18M +$220K +325 +6%
PSCM
2090
Per Stirling Capital Management
Texas
$4.18M -$188K -278 -4%
BA
2091
BCM Advisors
Louisiana
$4.18M – – –
SFG
2092
Sage Financial Group
Pennsylvania
$4.18M +$6.76K +10 +0.2%
CA
2093
Cornerstone Advisory
Maryland
$4.18M +$328K +486 +9%
NRI
2094
NFP Retirement Inc
California
$4.17M -$383K -567 -8%
PWP
2095
Prasad Wealth Partners
Ohio
$4.15M +$147K +218 +4%
NSAM
2096
North Star Asset Management
Wisconsin
$4.15M +$23K +34 +0.6%
AF
2097
Affiance Financial
Minnesota
$4.15M -$19.6K -29 -0.5%
VVP
2098
Vulcan Value Partners
Alabama
$4.14M +$3.87M +5,720 +1,888%
CWM
2099
CIBC World Markets
New York
$4.14M +$4.11M +6,075 New
FVCM
2100
F&V Capital Management
Florida
$4.14M -$31.8K -47 -0.8%
82 83
84
85 86