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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
UW
1051
Unique Wealth
Florida
$19.2M -$1.81M -2,500 -9%
RA
1052
Rational Advisors
New York
$19.2M +$7.1M +9,799 +62%
BFO
1053
Biltmore Family Office
North Carolina
$19.1M -$771K -1,064 -4%
ASC
1054
Atalanta Sosnoff Capital
New York
$19.1M -$35.9M -49,470 -66%
LSA
1055
L & S Advisors
California
$19.1M -$29M -40,064 -61%
DAS
1056
Dynamic Advisor Solutions
Arizona
$19.1M -$480K -662 -3%
RT
1057
Rockland Trust
Massachusetts
$19.1M +$25.4K +35 +0.1%
OE
1058
OFS Enterprise
Nebraska
$19M -$17.4K -24 -0.1%
WIA
1059
Wealthedge Investment Advisors
New York
$19M +$868K +1,197 +5%
ES
1060
Element Squared
Minnesota
$19M +$542K +748 +3%
OPCM
1061
Osborne Partners Capital Management
California
$19M -$249K -344 -1%
GKWIM
1062
Gerber Kawasaki Wealth & Investment Management
California
$18.9M +$94.3K +130 +0.5%
CAM
1063
Cacti Asset Management
Georgia
$18.9M – – –
BLC
1064
Brown, Lisle/Cummings
Rhode Island
$18.9M +$192K +265 +1%
FA
1065
Fiduciary Alliance
South Carolina
$18.9M -$11.8M -16,210 -39%
WEG
1066
World Equity Group
Illinois
$18.8M +$9.51M +13,111 +108%
JHC
1067
J. Hagan Capital
Kentucky
$18.8M +$547K +754 +3%
BWP
1068
Burling Wealth Partners
Illinois
$18.8M +$69.6K +96 +0.4%
MFWP
1069
Mosaic Family Wealth Partners
Missouri
$18.7M +$11.2M +15,437 +160%
AA
1070
Apriem Advisors
California
$18.7M -$58K -80 -0.3%
OCM
1071
One Capital Management
California
$18.7M – – –
CFA
1072
Churchill Financial Advisors
Kentucky
$18.7M -$294K -405 -2%
SFM
1073
Soros Fund Management
New York
$18.7M – – –
KCM
1074
Kennicott Capital Management
California
$18.6M +$160K +220 +0.9%
NFG
1075
Nadler Financial Group
Illinois
$18.5M -$330K -455 -2%
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