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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
626
Diversify Wealth Management
Utah
$33M +$1.28M +2,307 +4%
LA
627
LM Advisors
California
$32.9M -$106K -191 -0.3%
BFO
628
Boston Family Office
Massachusetts
$32.9M -$89K -161 -0.3%
EWM
629
Evermay Wealth Management
Virginia
$32.9M -$586K -1,060 -2%
BPC
630
Banque Pictet & Cie
Switzerland
$32.8M +$15.3M +27,719 +94%
SIA
631
Schechter Investment Advisors
Michigan
$32.7M -$1.11M -2,013 -3%
TRSOTSOK
632
Teachers Retirement System of the State of Kentucky
Kentucky
$32.5M – – –
RFP
633
Roth Financial Partners
Texas
$32.4M -$241K -435 -0.8%
FWIA
634
Fort Washington Investment Advisors
Ohio
$32.4M +$372K +672 +1%
FA
635
Fiduciary Alliance
South Carolina
$32.4M +$1.83M +3,317 +6%
AWM
636
Apollon Wealth Management
South Carolina
$32.3M -$1.32M -2,385 -4%
CGA
637
Crescent Grove Advisors
Illinois
$32.3M -$2.23M -4,027 -7%
FCP
638
Fidelis Capital Partners
Florida
$32.2M +$1.84M +3,332 +6%
HCM
639
HMS Capital Management
Tennessee
$32M -$323K -585 -1%
BJL
640
Brighton Jones LLC
Washington
$32M +$2.42M +4,382 +9%
GFL
641
Granite FO LLC
New Hampshire
$31.9M +$4.98K +9 +0%
CPA
642
Cardiff Park Advisors
California
$31.9M -$99K -179 -0.3%
CL
643
CSS LLC
Illinois
$31.9M +$2.28M +4,127 +8%
PP
644
Pegasus Partners
Wisconsin
$31.8M -$411K -744 -1%
ZIM
645
Zacks Investment Management
Illinois
$31.8M -$2.28M -4,119 -7%
BBNA
646
Bremer Bank National Association
Minnesota
$31.6M -$1.16M -2,105 -4%
HCM
647
Hengehold Capital Management
Ohio
$31.6M +$2.08M +3,756 +7%
ATC
648
Adirondack Trust Company
New York
$31.5M +$231K +417 +0.8%
WWP
649
WR Wealth Planners
Missouri
$31.5M -$225K -407 -0.7%
HCM
650
Howland Capital Management
Massachusetts
$31.5M -$133K -240 -0.4%
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