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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PAWA
2301
Palo Alto Wealth Advisors
California
$1.15M -$102K -230 -8%
OHIS
2302
Oak Harvest Investment Services
Texas
$1.14M +$85K +191 +8%
TF
2303
Theory Financial
Colorado
$1.14M -$1.78K -4 -0.1%
IHL
2304
Investment House LLC
California
$1.14M – – –
REMPR
2305
Roof Eidam Maycock Peralta (REMP)
California
$1.14M +$36.9K +83 +3%
WWM
2306
Westwood Wealth Management
California
$1.14M -$33.4K -75 -3%
EAM
2307
Eschler Asset Management
United Kingdom
$1.13M +$1.18M +2,651 New
WFA
2308
WMG Financial Advisors
Tennessee
$1.13M -$1.24M -2,785 -51%
SHFA
2309
SS&H Financial Advisors
Michigan
$1.13M +$1.17M +2,640 New
PCA
2310
Private Capital Advisors
Connecticut
$1.13M +$10.7K +24 +0.9%
PP
2311
PDS Planning
Ohio
$1.13M +$445 +1 +0%
GFA
2312
Gallagher Fiduciary Advisors
Illinois
$1.13M +$150K +338 +15%
JFA
2313
JNBA Financial Advisors
Minnesota
$1.12M +$192K +431 +20%
FC
2314
Financial Council
Maryland
$1.12M -$59.6K -134 -5%
HIMC
2315
Heritage Investors Management Corp
Maryland
$1.12M -$13.3K -30 -1%
MPW
2316
Monterey Private Wealth
California
$1.12M +$445 +1 +0%
LRPA
2317
L. Roy Papp & Associates
Arizona
$1.12M – – –
CB
2318
CNB Bank
Pennsylvania
$1.12M -$19.6K -44 -2%
SAMC
2319
Spectrum Asset Management (California)
California
$1.12M +$17.8K +40 +2%
RMC
2320
Resources Management Corp
Connecticut
$1.12M -$12.5K -28 -1%
CWAF
2321
Core Wealth Advisors (Florida)
Florida
$1.12M – – –
BG
2322
Bellevue Group
Switzerland
$1.11M +$356K +800 +44%
BA
2323
Ballast Advisors
Minnesota
$1.1M -$140K -315 -11%
RDWM
2324
Red Door Wealth Management
Tennessee
$1.1M -$1.23M -2,767 -52%
SGK
2325
Steigerwald Gordon & Koch
Virginia
$1.1M +$10.2K +23 +0.9%
91 92
93
94 95