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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BCG
2101
Breakwater Capital Group
New Jersey
$3.47M -$299K -467 -8%
ECAM
2102
East Coast Asset Management
Massachusetts
$3.47M – – –
FSWA
2103
Financial Synergies Wealth Advisors
Texas
$3.46M +$21.8K +34 +0.7%
FCG
2104
Fielder Capital Group
Tennessee
$3.46M -$7.69K -12 -0.2%
DWAM
2105
Duncan Williams Asset Management
Tennessee
$3.45M +$35.3K +55 +1%
SAM
2106
SP Asset Management
California
$3.45M +$206K +321 +7%
OFG
2107
Omega Financial Group
California
$3.45M -$38.5K -60 -1%
WFA
2108
WMG Financial Advisors
Tennessee
$3.45M -$54.5K -85 -2%
CPCM
2109
Cardinal Point Capital Management
Ontario, Canada
$3.45M +$1.51M +2,363 +84%
BFA
2110
Beaumont Financial Advisors
Massachusetts
$3.44M +$61.5K +96 +2%
GL
2111
Governors Lane
New York
$3.44M +$3.31M +5,170 New
EWS
2112
Eagle Wealth Strategies
New Jersey
$3.44M -$92.3K -144 -3%
LFP
2113
Leeward Financial Partners
Washington
$3.44M – – –
LIA
2114
Lynx Investment Advisory
District of Columbia
$3.44M +$908K +1,416 +38%
PAG
2115
Paladin Advisory Group
Iowa
$3.43M -$21.2K -33 -0.6%
AAMA
2116
Advanced Asset Management Advisors
Ohio
$3.43M +$234K +365 +8%
BDF
2117
Black Diamond Financial
Maryland
$3.43M +$117K +183 +4%
WF
2118
Warner Financial
Maryland
$3.42M +$641 +1 +0%
SIG
2119
Spinnaker Investment Group
California
$3.42M +$1.5M +2,344 +84%
GSB
2120
Greenfield Savings Bank
Massachusetts
$3.42M +$23.7K +37 +0.7%
SSWM
2121
Strait & Sound Wealth Management
California
$3.41M – – –
FAN
2122
Financial Advisors Network
California
$3.4M -$231K -360 -7%
VWM
2123
Valley Wealth Managers
New Jersey
$3.39M +$8.97K +14 +0.3%
LKIM
2124
Lawson Kroeker Investment Management
Nebraska
$3.39M – – –
EP
2125
EPIQ Partners
Minnesota
$3.38M – – –
83 84
85
86 87