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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SSW
2301
Stone Summit Wealth
Florida
$2.32M +$101K +171 +4%
OC
2302
Oarsman Capital
Wisconsin
$2.32M +$547K +930 +29%
PCA
2303
Private Capital Advisors
Connecticut
$2.32M +$733K +1,247 +43%
CCP
2304
Clarkston Capital Partners
Michigan
$2.32M +$467K +794 +24%
RP
2305
Rice Partnership
Hawaii
$2.31M -$42.3K -72 -2%
EWM
2306
Elite Wealth Management
Washington
$2.31M -$285K -485 -11%
OA
2307
Oxbow Advisors
Texas
$2.3M -$7.05K -12 -0.3%
PW
2308
Pandora Wealth
Illinois
$2.3M +$2.42M +4,118 New
RWA
2309
Roberts Wealth Advisors
California
$2.3M -$71.1K -121 -3%
SIC
2310
Sterling Investment Counsel
New York
$2.3M +$2.04M +3,478 +548%
EC
2311
Euclidean Capital
New York
$2.3M -$524M -892,150 -100%
FFWA
2312
Forthright Family Wealth Advisory
Texas
$2.3M – – –
SFFS
2313
Stonehage Fleming Financial Services
Jersey
$2.29M -$173K -295 -7%
EC
2314
EdgeRock Capital
Colorado
$2.29M -$109K -186 -4%
CA
2315
Cambridge Advisors
Nebraska
$2.29M -$23.5K -40 -1%
GPI
2316
General Partner Inc
Pennsylvania
$2.29M – – –
YWM
2317
Yardley Wealth Management
Pennsylvania
$2.29M -$2.6M -4,415 -52%
JIR
2318
James Investment Research
Ohio
$2.28M -$4.11K -7 -0.2%
I2I
2319
Insight 2811 Inc
Illinois
$2.28M -$22.3K -38 -0.9%
POIA
2320
Pin Oak Investment Advisors
Texas
$2.28M -$80.5K -137 -3%
MFC
2321
Miramar Fiduciary Corp
Nevada
$2.27M -$308K -524 -11%
MFGM
2322
Marshall Financial Group (Maryland)
Maryland
$2.27M -$48.8K -83 -2%
DTC
2323
Davidson Trust Company
Washington
$2.26M -$3.53K -6 -0.1%
WPP
2324
Whalerock Point Partners
Rhode Island
$2.26M +$358K +609 +18%
MWAM
2325
Manhattan West Asset Management
California
$2.25M +$85.2K +145 +4%
91 92
93
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