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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
651
Aptus Capital Advisors
Alabama
$18.8M -$315K -819 -2%
PWMAG
652
Pinnacle Wealth Management Advisory Group
New Jersey
$18.8M +$846K +2,201 +5%
AIP
653
ARS Investment Partners
New York
$18.8M -$1.06M -2,756 -5%
PAM
654
Palisade Asset Management
Minnesota
$18.8M +$66.1K +172 +0.4%
LFASL
655
Lugano Financial Advisors SA (LFA)
Switzerland
$18.8M +$7.51M +19,534 +66%
WS
656
Wedbush Securities
California
$18.5M +$1.2M +3,130 +7%
B
657
Bailard
California
$18.4M -$219K -569 -1%
KWM
658
Keebeck Wealth Management
Illinois
$18.4M +$41.1K +107 +0.2%
OPCM
659
Osborne Partners Capital Management
California
$18.4M +$13.7M +35,751 +292%
ATC
660
Adirondack Trust Company
New York
$18.3M +$39.6K +103 +0.2%
BA
661
Bristlecone Advisors
Washington
$18.3M -$1.22M -3,168 -6%
AFG
662
Affinia Financial Group
Massachusetts
$18.3M -$931K -2,422 -5%
CAM
663
CenterStar Asset Management
Illinois
$18.3M – – –
FNC
664
First National Corp
Massachusetts
$18.2M +$2.44M +6,343 +15%
CA
665
Cornerstone Advisors
North Carolina
$18.2M – – –
SMC
666
Smith, Moore & Co
Missouri
$18.2M +$51.9K +135 +0.3%
BCV
667
Banque Cantonale Vaudoise
Switzerland
$18.1M +$13.5K +35 +0.1%
RCA
668
Resonant Capital Advisors
Wisconsin
$18.1M +$9.26M +24,098 +105%
CFO
669
Callan Family Office
Pennsylvania
$18M +$18.1M +47,174 New
BIAS
670
Beacon Investment Advisory Services
New Jersey
$18M -$12.2M -31,789 -40%
OC
671
Oakworth Capital
Alabama
$18M +$4.09M +10,647 +29%
BWAM
672
Boyd Watterson Asset Management
Ohio
$18M – – –
WFO
673
Wealthgate Family Office
Colorado
$18M -$72.6K -189 -0.4%
ODG
674
O'Dell Group
Ohio
$17.9M +$29.6K +77 +0.2%
EAM
675
Eagle Asset Management
Florida
$17.9M +$18.1M +47,104 New
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