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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
2101
Greykasell Wealth Strategies
California
$3.27M -$142K -249 -4%
W
2102
Wealthquest
Ohio
$3.27M +$65.7K +115 +2%
MIAS
2103
Mason Investment Advisory Services
Virginia
$3.27M -$31.4K -55 -1%
PSFG
2104
Park Square Financial Group
Georgia
$3.26M -$903K -1,579 -23%
OWA
2105
Outlook Wealth Advisors
Texas
$3.26M +$554K +970 +23%
WFA
2106
WMG Financial Advisors
Tennessee
$3.25M +$1.3M +2,266 +76%
PWM
2107
Power Wealth Management
Georgia
$3.24M -$1.12M -1,965 -27%
OFG
2108
Omega Financial Group
California
$3.24M -$1.44M -2,523 -33%
EA
2109
Evergreen Advisors
Tennessee
$3.23M -$12K -21 -0.4%
SFS
2110
Summit Financial Strategies
Ohio
$3.23M +$52.6K +92 +2%
ECAM
2111
East Coast Asset Management
Massachusetts
$3.22M -$64.6K -113 -2%
MTC
2112
McDaniel Terry & Co
Texas
$3.21M – – –
FCG
2113
Fielder Capital Group
Tennessee
$3.21M -$186K -325 -6%
SVWG
2114
Shared Vision Wealth Group
United States
$3.21M -$18.3K -32 -0.6%
BWA
2115
Bordeaux Wealth Advisors
California
$3.21M +$1.7M +2,980 +135%
PAG
2116
Paladin Advisory Group
Iowa
$3.21M -$20.6K -36 -0.7%
VFP
2117
Verus Financial Partners
Virginia
$3.19M +$99.5K +174 +4%
LFP
2118
Leeward Financial Partners
Washington
$3.19M -$28.6K -50 -1%
FSWA
2119
Financial Synergies Wealth Advisors
Texas
$3.19M -$45.7K -80 -2%
CFG
2120
Cooper Financial Group
California
$3.18M -$601K -1,052 -17%
WF
2121
Warner Financial
Maryland
$3.17M -$193K -337 -6%
DWAM
2122
Duncan Williams Asset Management
Tennessee
$3.17M +$25.7K +45 +0.9%
SSWM
2123
Strait & Sound Wealth Management
California
$3.17M -$403K -705 -12%
BO
2124
Bank OZK
Arkansas
$3.16M +$2.86K +5 +0.1%
NCM
2125
Noesis Capital Mangement
Florida
$3.15M +$4.57K +8 +0.2%
83 84
85
86 87