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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
OPCM
1001
Osborne Partners Capital Management
California
$5.01M +$40.7K +139 +0.9%
FNBOO
1002
First National Bank of Omaha
Nebraska
$4.99M -$2.87M -9,811 -38%
WA
1003
Wealth Alliance
New York
$4.97M -$8.26M -28,206 -64%
AAM
1004
Aureus Asset Management
Massachusetts
$4.95M -$90.2K -308 -2%
WG
1005
Welch Group
Alabama
$4.93M +$4.54M +15,512 +3,336%
CCWA
1006
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.92M +$4.67M +15,966 New
AWM
1007
Altium Wealth Management
New York
$4.91M -$645K -2,205 -12%
CIA
1008
Capital Investment Advisors
Georgia
$4.88M -$89.9K -307 -2%
PG
1009
Patten Group
Tennessee
$4.84M +$17.6K +60 +0.4%
TC
1010
TownSquare Capital
Utah
$4.83M -$402K -1,374 -8%
MS
1011
Maven Securities
Jersey
$4.81M -$2.03M -6,952 -31%
MPM
1012
Meritage Portfolio Management
Kansas
$4.8M -$802K -2,740 -15%
AIC
1013
Ayalon Insurance Company
Israel
$4.8M -$273K -934 -6%
NFG
1014
Nations Financial Group
Iowa
$4.78M +$54.1K +185 +1%
SBIA
1015
Sheaff Brock Investment Advisors
Indiana
$4.78M +$608K +2,077 +15%
SWP
1016
Summit Wealth Partners
Florida
$4.76M -$40.1K -137 -0.9%
BJ
1017
Brouwer & Janachowski
California
$4.67M -$296K -1,012 -6%
PGAM
1018
Princeton Global Asset Management
New Jersey
$4.67M +$29.3K +100 +0.7%
BCM
1019
BTC Capital Management
Iowa
$4.66M +$1.72M +5,885 +64%
WCM
1020
Windham Capital Management
Massachusetts
$4.66M – – –
GI
1021
GAMCO Investors
Connecticut
$4.66M -$9.37K -32 -0.2%
BMCM
1022
Bryn Mawr Capital Management
Pennsylvania
$4.64M -$5.01M -17,127 -53%
GLA
1023
Good Life Advisors
Pennsylvania
$4.63M -$316K -1,079 -7%
FHA
1024
Flagship Harbor Advisors
Massachusetts
$4.62M +$667K +2,278 +18%
HIM
1025
HawsGoodwin Investment Management
Tennessee
$4.62M +$25.2K +86 +0.6%
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