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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
DWP
2251
Daymark Wealth Partners
Ohio
$1.1M +$262K +657 +32%
ACM
2252
Alta Capital Management
Utah
$1.1M -$14.2M -35,469 -93%
FMTC
2253
Farmers & Merchants Trust Company
California
$1.1M -$1.25M -3,133 -54%
HVP
2254
Hudson Value Partners
Florida
$1.1M +$126K +317 +13%
TF
2255
Theory Financial
Colorado
$1.1M – – –
BWM
2256
BlackDiamond Wealth Management
New York
$1.1M -$11.2K -28 -1%
NA
2257
Navellier & Associates
Nevada
$1.1M -$288K -721 -21%
PCA
2258
Private Capital Advisors
Connecticut
$1.09M – – –
IHL
2259
Investment House LLC
California
$1.09M – – –
MPW
2260
Monterey Private Wealth
California
$1.09M -$107K -269 -9%
PA
2261
Parkside Advisors
California
$1.09M +$6.78K +17 +0.6%
SCA
2262
Stonebridge Capital Advisors
Minnesota
$1.09M -$23.9K -60 -2%
AWP
2263
Ascent Wealth Partners
New York
$1.09M -$628K -1,574 -37%
OBWG
2264
Onyx Bridge Wealth Group
New York
$1.09M -$32.3K -81 -3%
DIA
2265
Dana Investment Advisors
Wisconsin
$1.08M +$2.79K +7 +0.3%
OPA
2266
Old Port Advisors
Maine
$1.08M -$346K -868 -25%
P
2267
&Partners
Tennessee
$1.08M – – –
LRPA
2268
L. Roy Papp & Associates
Arizona
$1.08M – – –
CWAF
2269
Core Wealth Advisors (Florida)
Florida
$1.07M -$22.7K -57 -2%
CIC
2270
Cutler Investment Counsel
Oregon
$1.07M -$124K -311 -11%
AWA
2271
Acorn Wealth Advisors
Michigan
$1.06M -$5.99K -15 -0.6%
MC
2272
Miramar Capital
Illinois
$1.06M +$16.4K +41 +2%
SHFA
2273
SS&H Financial Advisors
Michigan
$1.06M – – –
FC
2274
Forte Capital
New York
$1.05M -$10.4K -26 -1%
RA
2275
Riverstone Advisors
Texas
$1.05M +$798 +2 +0.1%
89 90
91
92 93