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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
1051
Ameritas Investment Partners
Nebraska
$7.17M -$1.22M -2,969 -14%
SWA
1052
Sax Wealth Advisors
New Jersey
$7.16M +$9.83K +24 +0.1%
UFA
1053
US Financial Advisors
Massachusetts
$7.16M -$342K -836 -4%
PFG
1054
Pinnacle Financial Group
Illinois
$7.13M +$334K +816 +5%
OPW
1055
Oxler Private Wealth
New York
$7.13M +$21.7K +53 +0.3%
WA
1056
Waverly Advisors
Alabama
$7.06M +$3.92M +9,577 +105%
EE
1057
EWG Elevate
California
$7.04M -$1.4M -3,428 -16%
SIC
1058
Sigma Investment Counselors
Michigan
$7.03M +$115K +280 +2%
TA
1059
TrueWealth Advisors
Alabama
$7.03M +$243K +594 +3%
PAI
1060
Pittenger & Anderson Inc
Nebraska
$7.02M +$1.39M +3,389 +22%
GLA
1061
Good Life Advisors
Pennsylvania
$6.98M -$1.09M -2,665 -13%
IFWM
1062
Institute for Wealth Management
Colorado
$6.98M +$2.03M +4,967 +37%
IFO
1063
Independent Family Office
New York
$6.96M -$139M -340,489 -89%
GI
1064
GAMCO Investors
Connecticut
$6.95M – – –
YAVAPFMC
1065
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$6.94M +$1.58M +3,858 +26%
NLG
1066
New Legacy Group
New York
$6.94M – – –
KCM
1067
Kanawha Capital Management
Virginia
$6.92M -$499K -1,219 -6%
MBT
1068
Montecito Bank & Trust
California
$6.91M -$360K -878 -5%
PCMC
1069
Paragon Capital Management (Colorado)
Colorado
$6.87M -$45.9K -112 -0.6%
GAM
1070
Grandview Asset Management
Pennsylvania
$6.84M -$384K -938 -5%
CCMD
1071
Cypress Capital Management (Delaware)
Delaware
$6.82M -$723K -1,765 -9%
OPS
1072
Orion Portfolio Solutions
Nebraska
$6.82M -$694K -1,693 -9%
CB
1073
Community Bank
New York
$6.79M -$313K -765 -4%
NF
1074
Nvest Financial
New Hampshire
$6.75M +$166K +404 +2%
HCM
1075
Highview Capital Management
Illinois
$6.74M +$208K +508 +3%
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