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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
OIS
1026
Okabena Investment Services
Minnesota
$16.6M – – –
DJSG
1027
D.J. St. Germain
Massachusetts
$16.6M -$105K -164 -0.7%
MWP
1028
MYCIO Wealth Partners
Pennsylvania
$16.5M -$447K -698 -3%
SC
1029
SouthState Corp
Florida
$16.5M -$1.28M -1,992 -7%
GM
1030
GeoWealth Management
Illinois
$16.5M +$8.14M +12,694 +105%
RT
1031
Rockland Trust
Massachusetts
$16.5M +$9.75M +15,210 +160%
BFG
1032
Berger Financial Group
Minnesota
$16.4M -$1.1M -1,722 -7%
BFO
1033
Biltmore Family Office
North Carolina
$16.4M +$3.36M +5,243 +27%
CCG
1034
Chatham Capital Group
Georgia
$16.3M +$40.4K +63 +0.3%
BFM
1035
Boothbay Fund Management
New York
$16.3M +$15.1M +23,604 +2,719%
OP
1036
ORG Partners
Indiana
$16.3M +$3.36M +5,244 +27%
GF
1037
Gries Financial
Ohio
$16.3M +$1.41M +2,200 +10%
FBB
1038
Fulton Breakefield Broenniman
Maryland
$16.3M +$207K +323 +1%
YDMI
1039
Y.D. More Investments
Israel
$16.3M -$2.6M -4,060 -14%
FGA
1040
Fortis Group Advisors
New Jersey
$16.3M -$169K -264 -1%
PFA
1041
Pathway Financial Advisors
Vermont
$16.3M +$23.1K +36 +0.1%
TAM
1042
Tocqueville Asset Management
New York
$16.2M -$16K -25 -0.1%
TIM
1043
Tortoise Investment Management
New York
$16.2M -$60.9K -95 -0.4%
AWM
1044
Aries Wealth Management
Maine
$16.2M +$3.19M +4,979 +26%
AC
1045
AlphaCore Capital
California
$16.2M -$306K -477 -2%
TCA
1046
Transcend Capital Advisors
New Jersey
$16.1M +$12.8K +20 +0.1%
AA
1047
Armis Advisers
Georgia
$16.1M +$479K +747 +3%
TH
1048
TCTC Holdings
Texas
$16.1M +$131K +204 +0.9%
SFP
1049
Sandbox Financial Partners
Maryland
$16.1M +$1.06M +1,649 +7%
AAM
1050
American Asset Management
Florida
$16M -$2.03M -3,170 -12%
40 41
42
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