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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SLAM
651
Swiss Life Asset Management
$29.6M +$4.11M +7,000 +15%
PWMAG
652
Pinnacle Wealth Management Advisory Group
New Jersey
$29.6M +$430K +731 +1%
OC
653
Oakmont Corp
California
$29.5M -$164K -279 -0.5%
CFO
654
Callan Family Office
Pennsylvania
$29.5M +$735K +1,250 +2%
SMC
655
Smith, Moore & Co
Missouri
$29.4M +$119K +202 +0.4%
SEM
656
Strategic Equity Management
Arizona
$29.4M +$528K +898 +2%
BWM
657
BigSur Wealth Management
Florida
$29.4M -$501K -852 -2%
SWMG
658
Sanchez Wealth Management Group
Florida
$29.3M +$1.95M +3,311 +7%
SIA
659
Schechter Investment Advisors
Michigan
$29.2M -$2.54M -4,328 -8%
CGL
660
Clarius Group LLC
Washington
$29.2M +$7.42M +12,616 +32%
WS
661
Wedbush Securities
California
$29.2M +$3.05M +5,187 +11%
TNBTD
662
Trustmark National Bank Trust Department
Mississippi
$29.1M +$19.4K +33 +0.1%
VCA
663
Verdence Capital Advisors
Maryland
$29.1M +$1.83M +3,110 +6%
FHC
664
First Heartland Consultants
Missouri
$29M -$694K -1,180 -2%
CGPCS
665
Capital Group Private Client Services
California
$28.9M -$4.91M -8,358 -14%
FWM
666
Foguth Wealth Management
Michigan
$28.8M +$6.97M +11,861 +30%
MWM
667
Mission Wealth Management
California
$28.8M -$303K -516 -1%
CWP
668
Curated Wealth Partners
California
$28.8M +$164K +279 +0.5%
IAA
669
Ironsides Asset Advisors
North Carolina
$28.8M -$8.91M -15,151 -23%
ACM
670
Advance Capital Management
Michigan
$28.8M -$1.72M -2,922 -5%
LAM
671
Lifestyle Asset Management
Texas
$28.7M -$1.47M -2,504 -5%
CA
672
CoreCap Advisors
Michigan
$28.7M +$1.55M +2,637 +5%
WRTC
673
Wind River Trust Company
Wyoming
$28.7M – – –
FT
674
Fiduciary Trust
Massachusetts
$28.6M +$598K +1,017 +2%
FNC
675
First National Corp
Massachusetts
$28.5M +$807K +1,373 +3%
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