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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
701
Procyon Advisors
Connecticut
$23.7M +$6.62M +14,866 +42%
APC
702
Aspire Private Capital
North Carolina
$23.7M -$818K -1,836 -4%
SWA
703
Stratos Wealth Advisors
Ohio
$23.7M -$3.31M -7,438 -13%
AFS
704
Aft Forsyth & Sober
Florida
$23.6M +$225K +505 +1%
VCA
705
Verdence Capital Advisors
Maryland
$23.6M +$35.2K +79 +0.2%
FM
706
Family Management
New York
$23.5M -$298K -668 -1%
FNC
707
First National Corp
Massachusetts
$23.5M +$110K +247 +0.5%
PWMAG
708
Pinnacle Wealth Management Advisory Group
New Jersey
$23.5M +$404K +908 +2%
SSG
709
Summit Securities Group
New York
$23.5M +$17.2M +38,527 +354%
ACH
710
Axis Capital Holdings
$23.3M – – –
AP
711
Archon Partners
New Jersey
$23.3M +$4.01M +9,000 +22%
KIA
712
KCM Investment Advisors
California
$23.3M +$4.46M +10,019 +26%
MIFH
713
Migdal Insurance & Financial Holdings
Israel
$23.2M -$1.24M -2,792 -5%
OFG
714
Oxford Financial Group
Indiana
$23.2M -$222K -498 -1%
BWA
715
Burt Wealth Advisors
Maryland
$23.1M -$473K -1,061 -2%
IFO
716
Independent Family Office
New York
$23.1M +$682K +1,531 +3%
SMC
717
Smith, Moore & Co
Missouri
$23M +$796K +1,786 +4%
WA
718
Waverly Advisors
Alabama
$23M +$453K +1,016 +2%
CW
719
CreativeOne Wealth
Kansas
$23M +$2.7M +6,068 +14%
HCM
720
Helios Capital Management
Singapore
$22.8M +$21.4M +48,000 New
LFG
721
Lazard Frères Gestion
France
$22.8M +$3.93M +8,812 +23%
PAM
722
Palisade Asset Management
Minnesota
$22.8M -$131K -294 -0.6%
CGL
723
Clarius Group LLC
Washington
$22.8M -$327K -735 -2%
OPCM
724
Osborne Partners Capital Management
California
$22.8M -$353K -793 -2%
BWP
725
BSW Wealth Partners
Colorado
$22.8M -$317K -711 -1%
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