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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
HIS
2101
Harvest Investment Services
Illinois
$4.28M +$69.6K +96 +2%
PSIWM
2102
Paradigm Strategies in Wealth Management
Minnesota
$4.27M -$47.1K -65 -1%
FFP
2103
FourThought Financial Partners
Florida
$4.27M -$58K -80 -1%
BA
2104
BCM Advisors
Louisiana
$4.26M +$31.2K +43 +0.8%
BFA
2105
Beaumont Financial Advisors
Massachusetts
$4.26M +$494K +682 +14%
PNC
2106
Park National Corp
Ohio
$4.24M -$173K -238 -4%
CA
2107
Crumly & Associates
Illinois
$4.22M -$1.07M -1,482 -21%
NG
2108
Novem Group
New York
$4.22M -$956K -1,318 -19%
WCM
2109
Windsor Capital Management
Arizona
$4.2M -$257K -354 -6%
PF
2110
PlanVest Financial
Maryland
$4.2M +$189K +260 +5%
BP
2111
BWM Planning
Texas
$4.2M +$945K +1,304 +30%
BPC
2112
Bearing Point Capital
Minnesota
$4.19M +$1.18M +1,627 +41%
MMPW
2113
Mitchell McLeod Pugh & Williams
Alabama
$4.19M +$42.8K +59 +1%
BCG
2114
Breakwater Capital Group
New Jersey
$4.19M -$419K -578 -9%
IWA
2115
Inspirion Wealth Advisors
Illinois
$4.19M -$30.4K -42 -0.7%
BWM
2116
Briggs Wealth Management
Connecticut
$4.18M -$74K -102 -2%
TP
2117
TritonPoint Partners
Maryland
$4.18M +$2.34M +3,223 +137%
OWMIAS
2118
One Wealth Management Investment & Advisory Services
Florida
$4.17M -$845K -1,166 -17%
PWSG
2119
Pacific Wealth Strategies Group
California
$4.17M -$14.1M -19,416 -78%
NG
2120
Northstar Group
New York
$4.16M – – –
UF
2121
Univest Financial
Pennsylvania
$4.16M -$77.6K -107 -2%
BOPW
2122
Brandywine Oak Private Wealth
Pennsylvania
$4.15M +$303K +418 +8%
WP
2123
WealthShield Partners
North Carolina
$4.14M -$2.61M -3,597 -39%
SPC
2124
Spirepoint Private Client
Florida
$4.14M +$317K +437 +9%
AI
2125
Atomic Invest
New York
$4.13M +$3.38M +4,656 +509%
83 84
85
86 87