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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
876
Golden State Wealth Management
California
$10.6M +$558K +1,265 +5%
SIC
877
Salem Investment Counselors
North Carolina
$10.6M +$56.5K +128 +0.5%
MCM
878
Maryland Capital Management
Maryland
$10.6M +$266K +603 +3%
PTC
879
Private Trust Company
Ohio
$10.6M -$75.4K -171 -0.7%
CAM
880
Cacti Asset Management
Georgia
$10.6M – – –
BEC
881
Blue Edge Capital
Virginia
$10.5M +$2.32M +5,267 +27%
TWP
882
TFO Wealth Partners
Ohio
$10.5M -$106K -241 -1%
SB
883
Strategic Blueprint
Georgia
$10.5M +$311K +705 +3%
AA
884
Ancora Advisors
Ohio
$10.4M -$59.5K -135 -0.6%
BCA
885
Berman Capital Advisors
Georgia
$10.4M -$1.88M -4,272 -15%
PA
886
Planning Alternatives
Michigan
$10.4M – – –
CI
887
Cordant Inc
Oregon
$10.3M -$392K -889 -4%
FA
888
Fiducient Advisors
Illinois
$10.3M -$819K -1,857 -7%
ST
889
Spinnaker Trust
Maine
$10.3M +$735K +1,666 +7%
CI
890
Cigna Investments
Connecticut
$10.2M -$463K -1,050 -4%
PCA
891
Pallas Capital Advisors
Massachusetts
$10.2M -$5.26M -11,923 -35%
MLL
892
Moody Lynn & Lieberson
Massachusetts
$10.2M -$380K -861 -3%
TAM
893
Tocqueville Asset Management
New York
$10.2M +$62.6K +142 +0.6%
CSPIA
894
Cary Street Partners Investment Advisory
Virginia
$10.1M -$56.5K -128 -0.5%
PA
895
Prism Advisors
California
$10.1M -$66.6K -151 -0.6%
CFA
896
Camarda Financial Advisors
Florida
$10.1M +$10.3M +23,431 New
AWM
897
Apollon Wealth Management
South Carolina
$10M +$2.91M +6,600 +39%
CWMU
898
Caliber Wealth Management (Utah)
Utah
$9.98M +$183K +414 +2%
CRI
899
Colonial River Investments
Virginia
$9.98M +$9.51M +21,567 +2,845%
MOS
900
MGO One Seven
Ohio
$9.98M +$856K +1,941 +10%
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