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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
751
Fi3 Financial Advisors
Indiana
$13.6M +$112K +253 +0.8%
AF
752
Advisornet Financial
Minnesota
$13.6M +$1.74M +3,940 +14%
CA
753
Cullinan Associates
Kentucky
$13.6M +$915K +2,074 +7%
SBH
754
Segall Bryant & Hamill
Illinois
$13.5M +$3.48M +7,879 +34%
OFS
755
Oldfather Financial Services
Nebraska
$13.5M -$125K -284 -1%
KPWS
756
Kestra Private Wealth Services
Texas
$13.5M +$486K +1,101 +4%
APWA
757
Atlas Private Wealth Advisors
New Jersey
$13.4M +$882 +2 +0%
HI
758
Humankind Investments
New York
$13.4M – – –
PWMAG
759
Pinnacle Wealth Management Advisory Group
New Jersey
$13.3M -$100K -227 -0.7%
TNBTD
760
Trustmark National Bank Trust Department
Mississippi
$13.3M +$16.3K +37 +0.1%
LSA
761
L & S Advisors
California
$13.3M +$738K +1,672 +6%
KJHP
762
K.J. Harrison & Partners
Ontario, Canada
$13.3M +$8.72M +19,763 +180%
LCM
763
Landscape Capital Management
New Jersey
$13.3M +$13.6M +30,917 New
AP
764
Appleton Partners
Massachusetts
$13.3M -$579K -1,312 -4%
HC
765
Henshaw Capital
Massachusetts
$13.3M – – –
GVAG
766
Great Valley Advisor Group
Delaware
$13.3M -$884K -2,003 -6%
PTP
767
Platform Technology Partners
New York
$13.2M +$182K +412 +1%
CI
768
Cavalier Investments
Georgia
$13.2M +$6.95M +15,752 +105%
LWAC
769
Laurel Wealth Advisors (California)
California
$13.2M -$13.9M -31,426 -51%
GLA
770
Great Lakes Advisors
Illinois
$13.2M +$755K +1,712 +6%
CFM
771
Comprehensive Financial Management
California
$13.2M -$1.01M -2,300 -7%
FFN
772
Focus Financial Network
Minnesota
$13.1M -$3.97K -9 -0%
CCP
773
Corient Capital Partners
California
$13.1M -$440K -997 -3%
BIA
774
Bigelow Investment Advisors
Maine
$13.1M -$1.14M -2,582 -8%
MWA
775
Meridian Wealth Advisors
Texas
$13.1M +$9.26K +21 +0.1%
29 30
31
32 33