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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
1076
EFG International
$17.4M +$17.2M +25,479 New
C
1077
Certuity
Florida
$17.3M -$84.5K -125 -0.5%
AI
1078
Accredited Investors
Minnesota
$17.3M -$748K -1,106 -4%
GKWIM
1079
Gerber Kawasaki Wealth & Investment Management
California
$17.3M +$152K +225 +0.9%
FM
1080
Foster & Motley
Ohio
$17.3M +$1.01M +1,493 +6%
WETS
1081
Wealth Enhancement Trust Services
South Dakota
$17.3M +$17.1M +25,350 New
AA
1082
Apriem Advisors
California
$17.3M -$182K -270 -1%
BFO
1083
Biltmore Family Office
North Carolina
$17.3M +$489K +723 +3%
OIS
1084
Okabena Investment Services
Minnesota
$17.3M +$237K +350 +1%
SC
1085
SouthState Corp
Florida
$17.3M +$367K +543 +2%
YDMI
1086
Y.D. More Investments
Israel
$17.2M +$485K +717 +3%
OPCM
1087
Osborne Partners Capital Management
California
$17.1M -$1.03M -1,525 -6%
AFG
1088
Atomi Financial Group
New York
$17.1M -$2.62M -3,880 -13%
AWM
1089
Aries Wealth Management
Maine
$17.1M +$520K +769 +3%
PFBT
1090
Parkside Financial Bank & Trust
Missouri
$17.1M +$760K +1,124 +5%
JHC
1091
J. Hagan Capital
Kentucky
$17M -$2.05M -3,026 -11%
UW
1092
Unique Wealth
Florida
$16.9M -$33.7M -49,884 -67%
DWM
1093
Diversify Wealth Management
Utah
$16.9M -$34.5M -51,086 -68%
CT
1094
Coastline Trust
Rhode Island
$16.9M -$1.07M -1,582 -6%
RT
1095
Rockland Trust
Massachusetts
$16.9M +$37.2K +55 +0.2%
YAIA
1096
Yanni & Associates Investment Advisors
Pennsylvania
$16.8M +$16.7M +24,663 New
BWP
1097
Burling Wealth Partners
Illinois
$16.8M -$2.27M -3,360 -12%
RMS
1098
Retirement Management Systems
Maryland
$16.8M +$16.6M +24,570 New
CCG
1099
Chatham Capital Group
Georgia
$16.7M +$25.7K +38 +0.2%
HFS
1100
Howard Financial Services
Texas
$16.7M +$455K +673 +3%
42 43
44
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