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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
2101
BWM Planning
Texas
$4.2M +$945K +1,304 +30%
BPC
2102
Bearing Point Capital
Minnesota
$4.19M +$1.18M +1,627 +41%
MMPW
2103
Mitchell McLeod Pugh & Williams
Alabama
$4.19M +$42.8K +59 +1%
BCG
2104
Breakwater Capital Group
New Jersey
$4.19M -$419K -578 -9%
IWA
2105
Inspirion Wealth Advisors
Illinois
$4.19M -$30.4K -42 -0.7%
BWM
2106
Briggs Wealth Management
Connecticut
$4.18M -$74K -102 -2%
TP
2107
TritonPoint Partners
Maryland
$4.18M +$2.34M +3,223 +137%
OWMIAS
2108
One Wealth Management Investment & Advisory Services
Florida
$4.17M -$845K -1,166 -17%
PWSG
2109
Pacific Wealth Strategies Group
California
$4.17M -$14.1M -19,416 -78%
NG
2110
Northstar Group
New York
$4.16M – – –
UF
2111
Univest Financial
Pennsylvania
$4.16M -$77.6K -107 -2%
BOPW
2112
Brandywine Oak Private Wealth
Pennsylvania
$4.15M +$303K +418 +8%
WP
2113
WealthShield Partners
North Carolina
$4.14M -$2.61M -3,597 -39%
SPC
2114
Spirepoint Private Client
Florida
$4.14M +$317K +437 +9%
CHC
2115
City Holding Co
West Virginia
$4.13M -$55.1K -76 -1%
MAWA
2116
Moss Adams Wealth Advisors
Washington
$4.12M -$107K -147 -3%
CFO
2117
Custos Family Office
Texas
$4.12M +$4.35K +6 +0.1%
FHB
2118
First Hawaiian Bank
Hawaii
$4.12M – – –
BFS
2119
BridgePort Financial Solutions
Iowa
$4.12M -$620K -855 -13%
CFG
2120
Cooper Financial Group
California
$4.11M +$62.4K +86 +2%
SM
2121
Sabby Management
Florida
$4.11M +$2.01M +2,766 +101%
MAV
2122
Mason & Associates (Virginia)
Virginia
$4.1M -$21K -29 -0.5%
W
2123
Wealthquest
Ohio
$4.1M +$388K +535 +11%
CFA
2124
Cahill Financial Advisors
Minnesota
$4.09M +$2.17K +3 +0.1%
DWM
2125
Denver Wealth Management
Colorado
$4.09M -$95K -131 -2%
83 84
85
86 87