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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
NWP
2326
NerdWallet Wealth Partners
New York
$3.28M +$49.3K +68 +2%
KF
2327
Kelsey Financial
California
$3.28M -$296K -408 -9%
RFP
2328
Root Financial Partners
California
$3.27M -$71.8K -99 -2%
BSA
2329
Bull Street Advisors
Georgia
$3.27M -$7.25K -10 -0.2%
PFWA
2330
Paces Ferry Wealth Advisors
Georgia
$3.27M +$11.6K +16 +0.4%
NW
2331
Naviter Wealth
Arkansas
$3.26M +$1.58M +2,184 +100%
CSB
2332
City State Bank
Iowa
$3.26M -$22.5K -31 -0.7%
JPWM
2333
Jamison Private Wealth Management
Georgia
$3.25M +$2.18M +3,010 +224%
CHA
2334
Cooper/Haims Advisors
New York
$3.25M +$3.63K +5 +0.1%
JDLA
2335
J. Derek Lewis & Associates
California
$3.24M +$230K +317 +8%
CCG
2336
Ceeto Capital Group
Florida
$3.23M – – –
AWAG
2337
ARS Wealth Advisors Group
Florida
$3.23M -$26.1K -36 -0.8%
PCA
2338
Private Capital Advisors
Connecticut
$3.23M +$2.9K +4 +0.1%
ACS
2339
Archford Capital Strategies
Illinois
$3.22M -$27.6K -38 -0.9%
EA
2340
Everpar Advisors
Oklahoma
$3.22M +$440K +607 +16%
SFS
2341
Shaker Financial Services
Virginia
$3.21M -$304K -419 -9%
MC
2342
Mathes Company
New York
$3.21M +$14.5K +20 +0.5%
CMTU
2343
Capital Markets Trading (UK)
United Kingdom
$3.21M -$10.1M -13,866 -76%
YP
2344
YANKCOM Partnership
South Dakota
$3.2M -$56.6K -78 -2%
DKCM
2345
Davidson Kahn Capital Management
California
$3.2M +$1.18M +1,630 +61%
MWA
2346
Merkkuri Wealth Advisors
New York
$3.2M -$239K -329 -7%
MFG
2347
Midwest Financial Group
Kansas
$3.2M +$214K +295 +7%
OHWP
2348
Oak Harbor Wealth Partners
North Carolina
$3.2M -$102K -140 -3%
KJWM
2349
Kiley Juergens Wealth Management
Washington
$3.2M +$10.2K +14 +0.3%
MMCM
2350
Murphy & Mullick Capital Management
New York
$3.19M +$490K +676 +19%
92 93
94
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