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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
2126
Sound Income Strategies
Florida
$4.07M +$30.4K +42 +0.8%
RIA
2127
Realta Investment Advisors
Delaware
$4.07M +$887K +1,223 +29%
SCM
2128
Sunbeam Capital Management
Georgia
$4.07M +$3.28M +4,530 +492%
PFGIA
2129
Patriot Financial Group Insurance Agency
Massachusetts
$4.07M -$4.22M -5,815 -52%
BRPW
2130
Ballast Rock Private Wealth
South Carolina
$4.07M +$90.6K +125 +2%
RYIA
2131
Roehl & Yi Investment Advisors
Oregon
$4.06M – – –
KCAM
2132
Kagan Cocozza Asset Management
New Jersey
$4.06M -$35.5K -49 -0.9%
JWM
2133
JGP Wealth Management
Oregon
$4.06M +$10.2K +14 +0.3%
HWM
2134
Hassell Wealth Management
Louisiana
$4.06M +$10.2K +14 +0.3%
ECP
2135
Epacria Capital Partners
Colorado
$4.06M – – –
CCA
2136
Coign Capital Advisors
Utah
$4.05M -$36.3K -50 -0.9%
WTFG
2137
Wood Tarver Financial Group
Idaho
$4.05M +$61.6K +85 +2%
GPCM
2138
Guardsman Private Capital Management
Florida
$4.05M +$4.35K +6 +0.1%
GWS
2139
Greykasell Wealth Strategies
California
$4.04M +$39.9K +55 +1%
VF
2140
Vawter Financial
Ohio
$4.04M -$29.7K -41 -0.8%
SGCA
2141
Steel Grove Capital Advisors
Tennessee
$4.03M +$6.53K +9 +0.2%
EI
2142
Ellevest Inc
New York
$4.02M +$112K +155 +3%
SCP
2143
Sivia Capital Partners
California
$4.02M – – –
BPW
2144
Bingham Private Wealth
California
$4.02M +$150K +207 +4%
IIC
2145
Ironwood Investment Counsel
Arizona
$4.01M -$264K -364 -6%
CFP
2146
Curran Financial Partners
South Carolina
$4.01M -$40.6K -56 -1%
SN
2147
Sittner & Nelson
Oregon
$4M -$61.6K -85 -2%
MW
2148
Marble Wealth
Alabama
$3.99M -$6.53K -9 -0.2%
CCFCSB
2149
Cape Cod Five Cents Savings Bank
Massachusetts
$3.98M +$3.87M +5,334 New
UCB
2150
United Community Bank
South Carolina
$3.98M +$1.3M +1,799 +51%
84 85
86
87 88