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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
ICP
2401
Interchange Capital Partners
Pennsylvania
$2.38M +$278K +433 +14%
WWMSC
2402
Wagner Wealth Management (South Carolina)
South Carolina
$2.37M +$10.3K +16 +0.5%
EPIM
2403
Evelyn Partners Investment Management
$2.37M -$962K -1,500 -30%
UAG
2404
United Advisor Group
Ohio
$2.37M +$565K +881 +33%
RWA
2405
Roberts Wealth Advisors
California
$2.37M +$84.6K +132 +4%
CWM
2406
Chemistry Wealth Management
New York
$2.36M +$52.6K +82 +2%
FCIM
2407
Fairview Capital Investment Management
California
$2.36M – – –
MWM
2408
Melfa Wealth Management
Massachusetts
$2.35M -$32.1K -50 -1%
T
2409
Transce3nd
Texas
$2.35M -$10.7M -16,616 -81%
KWM
2410
KMT Wealth Management
California
$2.35M +$12.8K +20 +0.6%
APIM
2411
Agate Pass Investment Management
Washington
$2.34M +$148K +231 +7%
MA
2412
Modus Advisors
Minnesota
$2.34M -$5.13K -8 -0.2%
CWA
2413
Consilio Wealth Advisors
Washington
$2.33M -$108K -168 -5%
WN
2414
Williams & Novak
California
$2.33M -$1.28K -2 -0.1%
CA
2415
CapWealth Advisors
Tennessee
$2.33M -$58.3K -91 -3%
MFGM
2416
Marshall Financial Group (Maryland)
Maryland
$2.33M -$1.28K -2 -0.1%
FMTC
2417
Farmers & Merchants Trust Company
California
$2.33M +$5.77K +9 +0.3%
WIM
2418
Westside Investment Management
California
$2.32M -$322K -503 -13%
MCM
2419
Mainstream Capital Management
California
$2.32M +$6.41K +10 +0.3%
DCM
2420
Delta Capital Management
New Jersey
$2.32M +$51.3K +80 +2%
OA
2421
Oxbow Advisors
Texas
$2.31M -$156K -244 -7%
HFA
2422
Hippocratic Financial Advisors
California
$2.31M +$1.28K +2 +0.1%
AW
2423
Alaethes Wealth
Nevada
$2.31M – – –
LIG
2424
Lokken Investment Group
Delaware
$2.3M -$6.41K -10 -0.3%
NWAG
2425
Net Worth Advisory Group
Utah
$2.29M -$266K -415 -11%
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97
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