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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2126
Maripau Wealth Management
Indiana
$2.87M +$395K +672 +15%
BO
2127
Bank OZK
Arkansas
$2.86M +$3.53K +6 +0.1%
SVWG
2128
Shared Vision Wealth Group
United States
$2.86M -$1.76K -3 -0.1%
CWM
2129
Compass Wealth Management
Connecticut
$2.86M -$78.8K -134 -3%
NCM
2130
Noesis Capital Mangement
Florida
$2.85M -$44.7K -76 -1%
CSA
2131
Cottage Street Advisors
Massachusetts
$2.85M -$16.5K -28 -0.5%
HIC
2132
Holderness Investments Company
North Carolina
$2.85M +$23.5K +40 +0.8%
DWAM
2133
Duncan Williams Asset Management
Tennessee
$2.84M +$428K +728 +17%
LKIM
2134
Lawson Kroeker Investment Management
Nebraska
$2.84M – – –
BOPW
2135
Brandywine Oak Private Wealth
Pennsylvania
$2.82M +$67K +114 +2%
AMG
2136
Asset Management Group
Connecticut
$2.82M +$12.9K +22 +0.4%
IF
2137
Ironwood Financial
Arizona
$2.81M -$80.5K -137 -3%
RC
2138
Rovin Capital
Arizona
$2.8M -$5.29K -9 -0.2%
SFS
2139
Shaker Financial Services
Virginia
$2.8M -$2.62M -4,454 -47%
BCB
2140
Brian C. Broderick
$2.8M -$3.29M -5,600 -53%
MGM
2141
Miura Global Management
New York
$2.8M +$2.94M +5,000 New
WMP
2142
Wealth Management Partners
Arizona
$2.8M -$37.6K -64 -1%
GC
2143
Grange Capital
Oregon
$2.79M -$82.3K -140 -3%
SF
2144
Safeguard Financial
Wisconsin
$2.79M +$417K +709 +17%
AAMC
2145
Asset Allocation & Management Company
Illinois
$2.79M – – –
OC
2146
Optima Capital
Oregon
$2.78M +$782K +1,331 +37%
PWM
2147
PBMares Wealth Management
Virginia
$2.77M -$1.76K -3 -0.1%
BDF
2148
Black Diamond Financial
Maryland
$2.77M +$116K +198 +4%
CFFP
2149
Center for Financial Planning
Michigan
$2.77M -$61.7K -105 -2%
BIA
2150
BHK Investment Advisors
Alabama
$2.76M – – –
84 85
86
87 88