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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
976
Argent Capital Management
Missouri
$4.94M +$5.85M +19,174 New
BDF
977
Balasa Dinverno & Foltz
$4.94M +$3.28M +10,743 +128%
DBT
978
Dubuque Bank & Trust
Iowa
$4.94M +$1.93M +6,315 +49%
SAM
979
Seelaus Asset Management
New Jersey
$4.93M +$126K +413 +2%
DW
980
Domani Wealth
Pennsylvania
$4.91M -$320K -1,050 -5%
CAC
981
Core Alternative Capital
Georgia
$4.91M +$5.81M +19,042 New
WCM
982
Windsor Capital Management
Arizona
$4.9M +$463K +1,518 +9%
FA
983
Forefront Analytics
Pennsylvania
$4.89M -$6.65M -21,801 -53%
WA
984
Waverly Advisors
Alabama
$4.89M +$3.04M +9,965 +111%
OMC
985
Overbrook Management Corp
New York
$4.89M -$1.3M -4,246 -18%
PA
986
Procyon Advisors
Connecticut
$4.86M +$514K +1,685 +10%
AI
987
ArchPoint Investors
Florida
$4.86M – – –
BHBT
988
Burke & Herbert Bank & Trust
Virginia
$4.85M +$92.1K +302 +2%
VWA
989
Visionary Wealth Advisors
Illinois
$4.83M -$1.33M -4,373 -19%
MIM
990
Marco Investment Management
Georgia
$4.81M -$99.1K -325 -2%
CL
991
CIM LLC
New York
$4.81M +$19.8K +65 +0.3%
TAIM
992
TD Ameritrade Investment Management
Nebraska
$4.81M -$2.19M -7,175 -28%
SAM
993
Strategy Asset Managers
California
$4.79M -$1.28M -4,201 -18%
NC
994
NBW Capital
Massachusetts
$4.79M -$1.03M -3,390 -15%
MWM
995
Minot Wealth Management
Massachusetts
$4.79M +$105K +343 +2%
GI
996
Glovista Investments
New Jersey
$4.78M -$968K -3,175 -15%
BIAS
997
Beacon Investment Advisory Services
New Jersey
$4.75M -$2.06M -6,760 -27%
PJB
998
Paul John Balson
California
$4.75M +$5.62M +18,435 New
TC
999
TownSquare Capital
Utah
$4.72M -$6.42M -21,056 -56%
CCP
1000
Cardan Capital Partners
Colorado
$4.72M +$1.41M +4,631 +34%
38 39
40
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