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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
626
MKT Advisors
California
$32.3M +$18.3K +35 +0.1%
HI
627
Humankind Investments
New York
$32.2M – – –
SIA
628
Schechter Investment Advisors
Michigan
$32.1M -$103K -196 -0.3%
AWM
629
Apollon Wealth Management
South Carolina
$32M +$1.78M +3,398 +6%
EWM
630
Evermay Wealth Management
Virginia
$31.8M -$181K -346 -0.6%
DWT
631
Dorsey & Whitney Trust
South Dakota
$31.7M +$8.31M +15,878 +37%
FNT
632
First Nebraska Trust
Nebraska
$31.4M +$203K +388 +0.7%
VFPI
633
Vantage Financial Partners (Illinois)
Illinois
$31.4M +$4.64M +8,858 +18%
BFO
634
Boston Family Office
Massachusetts
$31.3M -$8.44M -16,134 -22%
BBNA
635
Bremer Bank National Association
Minnesota
$31.1M -$8.5M -16,238 -22%
RFP
636
Roth Financial Partners
Texas
$31M -$360K -688 -1%
TRSOTSOK
637
Teachers Retirement System of the State of Kentucky
Kentucky
$30.8M – – –
ACM
638
Advance Capital Management
Michigan
$30.7M -$919K -1,755 -3%
HCM
639
HMS Capital Management
Tennessee
$30.7M +$2.1M +4,014 +8%
PP
640
Pegasus Partners
Wisconsin
$30.6M -$415K -792 -1%
IAS
641
Insigneo Advisory Services
Florida
$30.6M -$10.4M -19,814 -25%
FWIA
642
Fort Washington Investment Advisors
Ohio
$30.4M +$461K +880 +2%
CPA
643
Cardiff Park Advisors
California
$30.3M +$44K +84 +0.2%
BWM
644
BigSur Wealth Management
Florida
$30.3M +$262K +500 +0.9%
GFL
645
Granite FO LLC
New Hampshire
$30.2M -$4.71K -9 -0%
BPCE
646
Bank Pictet & Cie (Europe)
Germany
$30.2M +$1.98M +3,787 +7%
AFS
647
AFG Fiduciary Services
Massachusetts
$30.2M -$868K -1,658 -0.5%
WWP
648
WR Wealth Planners
Missouri
$30.1M -$450K -860 -2%
SIAG
649
Safeguard Investment Advisory Group
California
$30.1M +$2.58M +4,936 +10%
HCM
650
Howland Capital Management
Massachusetts
$30M -$787K -1,503 -3%
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