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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
2251
CFO4Life Group
Texas
$2.01M -$115K -219 -6%
GWM
2252
Graybill Wealth Management
Illinois
$2.01M +$793K +1,515 +70%
IIA
2253
ICW Investment Advisors
Arizona
$2M +$24.1K +46 +1%
RA
2254
Ransom Advisory
Rhode Island
$2M -$26.2K -50 -1%
MA
2255
Modus Advisors
Minnesota
$2M -$18.8K -36 -1%
AWAG
2256
ARS Wealth Advisors Group
Florida
$1.99M -$22K -42 -1%
LWIC
2257
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.99M +$381K +727 +25%
FFWA
2258
Forthright Family Wealth Advisory
Texas
$1.99M – – –
SF
2259
Safeguard Financial
Wisconsin
$1.98M +$43.4K +83 +2%
HL
2260
HeadInvest LLC
Maine
$1.98M -$183K -349 -9%
LCM
2261
Logan Capital Management
Pennsylvania
$1.98M +$523 +1 +0%
RWI
2262
Red Wave Investments
Pennsylvania
$1.98M – – –
LWM
2263
Lakeridge Wealth Management
Ohio
$1.98M +$1.07M +2,053 +130%
ECM
2264
EMC Capital Management
Texas
$1.97M -$618K -1,180 -25%
CCA
2265
Checchi Capital Advisers
California
$1.97M +$111K +212 +6%
TWM
2266
TMD Wealth Management
Arizona
$1.96M -$15.7K -30 -0.8%
WC
2267
Wynn Capital
Georgia
$1.96M -$7.85K -15 -0.4%
SL
2268
Sentry LLC
Tennessee
$1.96M – – –
JPMIA
2269
J.P. Marvel Investment Advisors
Massachusetts
$1.96M – – –
LPT
2270
Legacy Private Trust
Wisconsin
$1.95M +$46.6K +89 +3%
MSR
2271
Main Street Research
Connecticut
$1.95M +$316K +603 +20%
OAM
2272
Oberweis Asset Management
Illinois
$1.95M +$4.71K +9 +0.3%
WAG
2273
Wallace Advisory Group
California
$1.95M +$40.3K +77 +2%
GHA
2274
GW Henssler & Associates
Georgia
$1.95M +$49.7K +95 +3%
MJRIC
2275
Mogy Joel R Investment Counsel
California
$1.95M -$66.5K -127 -3%
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91
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