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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
2451
Crabel Capital Management
California
$877K +$117K +278 +16%
LOPW
2452
Live Oak Private Wealth
North Carolina
$877K -$198K -471 -19%
CSIA
2453
Charles Schwab Investment Advisory
California
$876K -$44.9K -107 -5%
PHIC
2454
Pine Haven Investment Counsel
Massachusetts
$875K – – –
NEWAS
2455
N.E.W. Advisory Services
Wisconsin
$873K +$12.6K +30 +2%
6F
2456
626 Financial
Michigan
$867K -$85.6K -204 -9%
WSCM
2457
Wellington Shields Capital Management
New York
$867K -$45.3K -108 -5%
VBWMG
2458
Von Berge Wealth Management Group
California
$867K +$14.3K +34 +2%
CPG
2459
Cornerstone Planning Group
New Jersey
$866K +$820K +1,954 New
SFS
2460
Shaker Financial Services
Virginia
$864K +$818K +1,950 New
LCOV
2461
London Company of Virginia
Virginia
$864K -$99.9K -238 -11%
RSS
2462
Rosenblum Silverman Sutton
California
$864K -$14.3K -34 -2%
CGH
2463
Crossmark Global Holdings
Texas
$862K +$1.26K +3 +0.2%
HNW
2464
High Note Wealth
Minnesota
$862K -$23.9K -57 -3%
CPSC
2465
Carl P. Sherr & Co
Massachusetts
$861K – – –
CG
2466
CFO4Life Group
Texas
$861K +$10.9K +26 +1%
CCA
2467
Cora Capital Advisors
New Jersey
$861K -$4.2K -10 -0.5%
SPWG
2468
Syntegra Private Wealth Group
Missouri
$860K +$2.52K +6 +0.3%
CBA
2469
Coastal Bridge Advisors
Connecticut
$857K – – –
DWMS
2470
Dominguez Wealth Management Solutions
Virginia
$845K -$9.23K -22 -1%
SXL
2471
Summit X LLC
Missouri
$845K +$144K +344 +22%
TA
2472
TFB Advisors
Kansas
$842K +$797K +1,900 New
ACM
2473
Alamar Capital Management
California
$842K +$16.8K +40 +2%
IAS
2474
IMA Advisory Services
Colorado
$839K – – –
RWM
2475
Rockwood Wealth Management
Pennsylvania
$839K +$242K +576 +44%
97 98
99
100 101