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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
VPW
2301
Vericrest Private Wealth
Pennsylvania
$3.33M -$467K -644 -13%
O3W
2302
Omni 360 Wealth
New Jersey
$3.33M +$3.63K +5 +0.1%
MFS
2303
Madrona Financial Services
Washington
$3.32M – – –
AWA
2304
Arbor Wealth Advisors
Michigan
$3.32M – – –
ACA
2305
Ascension Capital Advisors
Texas
$3.3M -$115K -158 -3%
RLIM
2306
Red Lighthouse Investment Management
New York
$3.3M – – –
ASCM
2307
Adkins Seale Capital Management
Louisiana
$3.3M -$48.6K -67 -1%
WP
2308
WealthSpring Partners
California
$3.3M -$68.2K -94 -2%
SW
2309
SkyOak Wealth
Michigan
$3.29M +$30.4K +42 +1%
BGCP
2310
Bristol Gate Capital Partners
Ontario, Canada
$3.29M -$1.78M -2,451 -36%
IF
2311
Ironwood Financial
Arizona
$3.28M -$15.9K -22 -0.5%
V
2312
VeraBank
Texas
$3.28M -$231K -319 -7%
PAG
2313
Private Advisory Group
Washington
$3.28M -$12.6M -17,413 -80%
NWP
2314
NerdWallet Wealth Partners
New York
$3.28M +$49.3K +68 +2%
KF
2315
Kelsey Financial
California
$3.28M -$296K -408 -9%
RFP
2316
Root Financial Partners
California
$3.27M -$71.8K -99 -2%
BSA
2317
Bull Street Advisors
Georgia
$3.27M -$7.25K -10 -0.2%
PFWA
2318
Paces Ferry Wealth Advisors
Georgia
$3.27M +$11.6K +16 +0.4%
NW
2319
Naviter Wealth
Arkansas
$3.26M +$1.58M +2,184 +100%
CSB
2320
City State Bank
Iowa
$3.26M -$22.5K -31 -0.7%
JPWM
2321
Jamison Private Wealth Management
Georgia
$3.25M +$2.18M +3,010 +224%
CHA
2322
Cooper/Haims Advisors
New York
$3.25M +$3.63K +5 +0.1%
JDLA
2323
J. Derek Lewis & Associates
California
$3.24M +$230K +317 +8%
CCG
2324
Ceeto Capital Group
Florida
$3.23M – – –
AWAG
2325
ARS Wealth Advisors Group
Florida
$3.23M -$26.1K -36 -0.8%
91 92
93
94 95