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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
926
Paradigm Financial Advisors
Missouri
$5.58M +$325K +1,067 +5%
DAS
927
Dynamic Advisor Solutions
Arizona
$5.57M +$935K +3,065 +17%
GBT
928
Grove Bank & Trust
Florida
$5.53M -$772K -2,532 -11%
AIS
929
American Investment Services
Massachusetts
$5.52M +$160K +524 +3%
SC
930
SouthState Corp
Florida
$5.5M -$588K -1,927 -8%
SL
931
Salomon & Ludwin
Virginia
$5.5M +$3.08M +10,082 +89%
PWAP
932
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$5.5M -$189K -620 -3%
SJIM
933
St. Johns Investment Management
Florida
$5.49M +$930K +3,050 +17%
PTC
934
Private Trust Company
Ohio
$5.48M -$6.46M -21,184 -50%
BFG
935
Barber Financial Group
Kansas
$5.48M +$3.65M +11,959 +129%
FPCM
936
Financial Partners Capital Management
New York
$5.46M +$6.47M +21,196 New
AAMC
937
Asset Allocation & Management Company
Illinois
$5.45M – – –
EMG
938
Ellington Management Group
Connecticut
$5.44M +$6.44M +21,100 New
IWC
939
Integrated Wealth Concepts
Massachusetts
$5.4M -$1.14M -3,742 -15%
MA
940
Mutual Advisors
Nebraska
$5.39M +$1.85M +6,068 +41%
PV
941
Private Vista
Illinois
$5.39M +$753K +2,469 +13%
DWM
942
Dakota Wealth Management
Florida
$5.39M +$32K +105 +0.5%
CCFM
943
Clear Creek Financial Management
Washington
$5.39M +$5M +16,398 +600%
IFAM
944
Institutional & Family Asset Management
Colorado
$5.37M +$1.13M +3,713 +22%
FWM
945
Foresight Wealth Management
Utah
$5.37M +$272K +891 +4%
CA
946
Claro Advisors
Massachusetts
$5.36M -$665K -2,180 -9%
CCM
947
Colorado Capital Management
Colorado
$5.34M -$375K -1,231 -6%
NWP
948
Northstar Wealth Partners
Connecticut
$5.33M +$2.3M +7,552 +58%
NAMP
949
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$5.33M -$7.02K -23 -0.1%
PCIG
950
Partners Capital Investment Group
Massachusetts
$5.32M -$775K -2,542 -11%
36 37
38
39 40