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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
726
Gladstone Institutional Advisory
Florida
$12.5M -$2.45M -6,342 -17%
CI
727
Cigna Investments
Connecticut
$12.4M +$3.66M +9,500 +43%
BC
728
Burleson & Co
California
$12.4M -$1.05M -2,714 -8%
BFS
729
Bickling Financial Services
Massachusetts
$12.4M -$174K -450 -1%
CT
730
Cambridge Trust
Massachusetts
$12.4M +$4.82M +12,497 +67%
HI
731
Humankind Investments
New York
$12.4M – – –
LFAS
732
Level Four Advisory Services
Texas
$12.3M -$791K -2,051 -6%
FMWA
733
Forvis Mazars Wealth Advisors
Missouri
$12.3M -$314K -814 -3%
CGH
734
CMG Global Holdings
Texas
$12.3M +$12M +30,995 New
RQS
735
Ramsey Quantitative Systems
Kentucky
$12.3M +$723K +1,876 +6%
HC
736
Henshaw Capital
Massachusetts
$12.2M – – –
TNBTD
737
Trustmark National Bank Trust Department
Mississippi
$12.2M -$49K -127 -0.4%
SA
738
Shilanski & Associates
Alaska
$12.2M +$1.71M +4,429 +17%
FFN
739
Focus Financial Network
Minnesota
$12.2M +$302K +782 +3%
CG
740
Castellan Group
Kentucky
$12.2M +$2.72M +7,054 +30%
22CM
741
20/20 Capital Management
California
$12.1M +$9.64K +25 +0.1%
MWA
742
Meridian Wealth Advisors
Texas
$12.1M -$215K -557 -2%
GFS
743
GYL Financial Synergies
Connecticut
$12.1M -$693K -1,796 -6%
RCAG
744
Rehmann Capital Advisory Group
Michigan
$12M +$8.2M +21,273 +236%
OFS
745
Oldfather Financial Services
Nebraska
$12M -$294K -762 -3%
TFCP
746
Twin Focus Capital Partners
Massachusetts
$12M -$212K -550 -2%
SSWM
747
Smith Salley Wealth Management
North Carolina
$11.9M -$852K -2,209 -7%
MNG
748
Manning & Napier Group
New York
$11.9M – – –
BFG
749
Bouchey Financial Group
New York
$11.9M +$3.47K +9 +0%
CCM
750
Cobalt Capital Management
New Jersey
$11.9M +$11.6M +30,000 New
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30
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