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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
OW
2101
Olistico Wealth
Oklahoma
$2.39M +$103K +206 +5%
PFWA
2102
Paces Ferry Wealth Advisors
Georgia
$2.39M -$131K -263 -5%
DWA
2103
Douglass Winthrop Advisors
New York
$2.39M +$316K +634 +16%
SDWMA
2104
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.38M -$39.8K -80 -2%
EK
2105
Evensky & Katz
Florida
$2.36M -$22.9K -46 -1%
RLIM
2106
Red Lighthouse Investment Management
New York
$2.36M – – –
PF
2107
Parker Financial
Washington
$2.36M -$776K -1,559 -26%
FNWM
2108
Financial Network Wealth Management
Utah
$2.35M -$177K -355 -7%
NDSI
2109
Newman Dignan & Sheerar Inc
Rhode Island
$2.34M -$140K -282 -6%
MWS
2110
Maxwell Wealth Strategies
California
$2.34M +$501K +1,007 +29%
T
2111
TNF
Montana
$2.34M -$52.8K -106 -2%
BAMG
2112
Brand Asset Management Group
Missouri
$2.34M -$33.4K -67 -1%
EC
2113
EdgeRock Capital
Colorado
$2.33M -$69.7K -140 -3%
CCP
2114
Clarkston Capital Partners
Michigan
$2.33M +$46.3K +93 +2%
IGGA
2115
Iron Gate Global Advisors
Utah
$2.33M -$329K -660 -13%
AMIM
2116
Aull & Monroe Investment Management
Alabama
$2.33M -$7.97K -16 -0.4%
MWM
2117
Merriman Wealth Management
Washington
$2.32M +$470K +944 +27%
CW
2118
Cooksen Wealth
Texas
$2.32M +$5.97K +12 +0.3%
POIA
2119
Pin Oak Investment Advisors
Texas
$2.32M +$126K +253 +6%
PFGIA
2120
Patriot Financial Group Insurance Agency
Massachusetts
$2.31M -$475K -955 -18%
MLFP
2121
MPS Loria Financial Planners
Illinois
$2.31M -$24.4K -49 -1%
AFG
2122
ABLE Financial Group
Arizona
$2.31M -$996 -2 -0%
CFG
2123
Clayton Financial Group
Missouri
$2.31M +$2.2M +4,410 New
EWS
2124
Eagle Wealth Strategies
New Jersey
$2.3M -$160K -321 -7%
BFA
2125
Beaumont Financial Advisors
Massachusetts
$2.3M -$421K -846 -16%
83 84
85
86 87