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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
2301
Merrion Investment Management
New Jersey
$3.38M -$48.6K -67 -1%
TA
2302
Tactive Advisors
Florida
$3.38M -$7.91M -10,911 -71%
NDSI
2303
Newman Dignan & Sheerar Inc
Rhode Island
$3.38M -$21K -29 -0.6%
AG
2304
AmeriFlex Group
Nevada
$3.38M -$21.8K -30 -0.7%
CLIP
2305
Colter Lewis Investment Partners
Connecticut
$3.37M +$2.49M +3,439 +322%
IWA
2306
Independent Wealth Advisors
North Carolina
$3.37M +$50.8K +70 +2%
BWMG
2307
Barnes Wealth Management Group
California
$3.37M -$9.43K -13 -0.3%
TCOT
2308
Trust Company of Toledo
Ohio
$3.37M +$104K +143 +3%
GAA
2309
Global Assets Advisory
Florida
$3.35M -$379K -523 -10%
ACA
2310
Affinity Capital Advisors
California
$3.35M +$73.2K +101 +2%
LFA
2311
Longview Financial Advisors
Alabama
$3.35M +$725 +1 +0%
PWM
2312
Power Wealth Management
Georgia
$3.33M -$106K -146 -3%
VPW
2313
Vericrest Private Wealth
Pennsylvania
$3.33M -$467K -644 -13%
O3W
2314
Omni 360 Wealth
New Jersey
$3.33M +$3.63K +5 +0.1%
MFS
2315
Madrona Financial Services
Washington
$3.32M – – –
AWA
2316
Arbor Wealth Advisors
Michigan
$3.32M – – –
ACA
2317
Ascension Capital Advisors
Texas
$3.3M -$115K -158 -3%
RLIM
2318
Red Lighthouse Investment Management
New York
$3.3M – – –
ASCM
2319
Adkins Seale Capital Management
Louisiana
$3.3M -$48.6K -67 -1%
WP
2320
WealthSpring Partners
California
$3.3M -$68.2K -94 -2%
SW
2321
SkyOak Wealth
Michigan
$3.29M +$30.4K +42 +1%
BGCP
2322
Bristol Gate Capital Partners
Ontario, Canada
$3.29M -$1.78M -2,451 -36%
IF
2323
Ironwood Financial
Arizona
$3.28M -$15.9K -22 -0.5%
V
2324
VeraBank
Texas
$3.28M -$231K -319 -7%
PAG
2325
Private Advisory Group
Washington
$3.28M -$12.6M -17,413 -80%
91 92
93
94 95