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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2226
Centricity Wealth Management
Ohio
$2.86M +$2.88M +4,881 New
PBC
2227
Pavion Blue Capital
California
$2.86M -$14.7K -25 -0.5%
BFA
2228
Beaumont Financial Advisors
Massachusetts
$2.86M -$31.8K -54 -1%
MC
2229
Mathes Company
New York
$2.85M -$35.4K -60 -1%
OW
2230
Olistico Wealth
Oklahoma
$2.85M +$115K +196 +4%
TCM
2231
TruNorth Capital Management
Michigan
$2.85M -$248K -421 -8%
LIA
2232
Lynx Investment Advisory
District of Columbia
$2.85M +$858K +1,456 +43%
CC
2233
Cadinha & Co
Hawaii
$2.84M +$75.4K +128 +3%
PWG
2234
Private Wealth Group
Florida
$2.84M – – –
NWM
2235
Napa Wealth Management
California
$2.84M +$2.1M +3,570 +280%
MYIA
2236
Mount Yale Investment Advisors
Colorado
$2.82M +$759K +1,289 +37%
NA
2237
Nottingham Advisors
New York
$2.82M -$115K -195 -4%
TGAM
2238
TBH Global Asset Management
Tennessee
$2.82M +$14.7K +25 +0.5%
FFG
2239
Fortress Financial Group
Minnesota
$2.82M +$2.83M +4,806 New
SC
2240
Searle & Co
Connecticut
$2.82M – – –
HFS
2241
Hughes Financial Services
Virginia
$2.82M +$2.83M +4,804 New
RA
2242
Rational Advisors
New York
$2.81M +$2.22M +3,762 +362%
NI
2243
Noked Israel
Israel
$2.81M – – –
BSB
2244
Bangor Savings Bank
Maine
$2.81M +$54.8K +93 +2%
MCP
2245
Mirador Capital Partners
California
$2.8M +$78.4K +133 +3%
LWM
2246
Lodestone Wealth Management
Washington
$2.8M +$2.31M +3,924 +463%
LFA
2247
Longview Financial Advisors
Alabama
$2.79M -$33.6K -57 -1%
T
2248
Tidemark
California
$2.79M -$2.36K -4 -0.1%
ZCI
2249
Zevenbergen Capital Investments
Washington
$2.79M -$53K -90 -2%
SCA
2250
STALEY CAPITAL ADVISERS
Pennsylvania
$2.79M – – –
88 89
90
91 92