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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
2226
Heartwood Wealth Advisors
Virginia
$925K -$2.87K -7 -0.3%
TCM
2227
Tran Capital Management
California
$924K +$1M +2,450 New
SFS
2228
Strategic Financial Services
New York
$923K -$292K -713 -23%
CNAM
2229
Campbell Newman Asset Management
Wisconsin
$921K +$543K +1,326 +119%
DS
2230
DRW Securities
Illinois
$919K -$153K -373 -13%
NCM
2231
Narwhal Capital Management
Georgia
$917K +$748K +1,825 +302%
SG
2232
Stonnington Group
California
$915K +$38.9K +95 +4%
AFA
2233
Atlas Financial Advisors
California
$915K +$40.6K +99 +4%
SC
2234
Scholtz & Company
Connecticut
$913K -$162K -395 -14%
NFP
2235
Narus Financial Partners
Utah
$913K -$410 -1 -0%
KCPG
2236
Kavar Capital Partners Group
Kansas
$907K – – –
LCOV
2237
London Company of Virginia
Virginia
$905K +$523K +1,276 +114%
LOPW
2238
Live Oak Private Wealth
North Carolina
$903K +$75.8K +185 +8%
FCA
2239
FinTrust Capital Advisors
South Carolina
$903K +$136K +332 +17%
TAM
2240
Townsend Asset Management
North Carolina
$902K +$8.6K +21 +0.9%
CST
2241
Charles Schwab Trust
Nevada
$899K -$780K -1,905 -44%
TFA
2242
Teamwork Financial Advisors
Texas
$899K -$272K -663 -22%
SIM
2243
Stratos Investment Management
Ohio
$899K +$41.4K +101 +4%
MFT
2244
Moisand Fitzgerald Tamayo
Florida
$896K +$448K +1,093 +85%
BMA
2245
Brooks Moore & Associates
Tennessee
$892K – – –
CWM
2246
Collaborative Wealth Management
Florida
$890K +$966K +2,359 New
BBNB
2247
Baker Boyer National Bank
Washington
$889K – – –
SWM
2248
Sugarloaf Wealth Management
Georgia
$888K +$44.2K +108 +5%
RFN
2249
Redwood Financial Network
Ohio
$887K -$150K -367 -13%
CCM
2250
Chickasaw Capital Management
Tennessee
$887K – – –
88 89
90
91 92