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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BPW
2351
BlueDoor Private Wealth
Massachusetts
$3.19M +$70.3K +97 +2%
FFG
2352
Fortem Financial Group
California
$3.19M -$241K -332 -7%
LSPW
2353
Lake Street Private Wealth
Illinois
$3.19M -$47.1K -65 -1%
OCM
2354
Osbon Capital Management
Massachusetts
$3.19M -$2.58M -3,554 -45%
TWM
2355
Trevian Wealth Management
Massachusetts
$3.19M +$10.2K +14 +0.3%
FA
2356
Flagstar Advisors
New York
$3.19M +$500K +690 +19%
TAP
2357
Tounjian Advisory Partners
Florida
$3.18M +$3.09M +4,264 New
CFFP
2358
Center for Financial Planning
Michigan
$3.18M -$66K -91 -2%
CFP
2359
Comprehensive Financial Planning
Pennsylvania
$3.17M +$248K +342 +9%
BWM
2360
BNC Wealth Management
Oregon
$3.17M -$15.2K -21 -0.5%
BCPWM
2361
Bradley & Co Private Wealth Management
Florida
$3.17M +$591K +815 +24%
MHC
2362
Meyer Handelman Company
New York
$3.16M +$898K +1,239 +41%
OPF
2363
Old Peak Finance
North Carolina
$3.16M +$2.9K +4 +0.1%
PMG
2364
ProVise Management Group
Florida
$3.16M -$7.25K -10 -0.2%
BSSFA
2365
Baron Silver Stevens Financial Advisors
Florida
$3.16M +$11.6K +16 +0.4%
FFG
2366
Fiduciary Financial Group
California
$3.15M -$63.1K -87 -2%
MTC
2367
McDaniel Terry & Co
Texas
$3.15M – – –
IFWM
2368
Institute for Wealth Management
Colorado
$3.15M -$1.62M -2,239 -35%
ACA
2369
American Capital Advisory
Idaho
$3.14M -$17.4K -24 -0.6%
SCM
2370
Shelton Capital Management
Colorado
$3.14M -$29K -40 -0.9%
OC
2371
Oarsman Capital
Wisconsin
$3.14M -$106K -146 -3%
DKCM
2372
Davidson Kempner Capital Management
New York
$3.13M -$970K -1,338 -24%
PCM
2373
Permanent Capital Management
Illinois
$3.13M – – –
TH
2374
Team Hewins
California
$3.13M +$7.97K +11 +0.3%
SSW
2375
Stone Summit Wealth
Florida
$3.13M +$45.7K +63 +2%
93 94
95
96 97