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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
GGI
1101
Godsey & Gibb Inc
Virginia
$8.33M -$135K -304 -2%
PA
1102
Perennial Advisors
New York
$8.33M +$579K +1,302 +7%
BWP
1103
Balboa Wealth Partners
Arizona
$8.32M -$670K -1,507 -7%
DI
1104
DFPG Investments
Utah
$8.32M -$67.6K -152 -0.8%
RPWA
1105
Regent Peak Wealth Advisors
Georgia
$8.29M -$141K -316 -2%
WDG
1106
Wealth Dimensions Group
Ohio
$8.25M -$173K -388 -2%
PI
1107
PFG Investments
New York
$8.25M +$1.18M +2,658 +16%
SJIM
1108
St. Johns Investment Management
Florida
$8.18M -$84.5K -190 -1%
PNAA
1109
Pictet North America Advisors
Switzerland
$8.18M -$961K -2,160 -10%
VA
1110
Vident Advisory
Georgia
$8.18M +$8.51M +19,125 New
OIS
1111
Okabena Investment Services
Minnesota
$8.18M – – –
TWP
1112
TFO Wealth Partners
Ohio
$8.17M +$202K +455 +3%
AIP
1113
Ameritas Investment Partners
Nebraska
$8.17M -$2.67M -5,996 -24%
GLA
1114
Great Lakes Advisors
Illinois
$8.16M +$103K +232 +1%
GKWIM
1115
Gerber Kawasaki Wealth & Investment Management
California
$8.15M +$745K +1,676 +10%
OCBCO
1116
Oversea-Chinese Banking Corp (OCBC)
Singapore
$8.14M -$1.52M -3,425 -15%
MBT
1117
Montecito Bank & Trust
California
$8.14M +$142K +320 +2%
VAM
1118
Verity Asset Management
North Carolina
$8.11M +$2.7M +6,071 +47%
OPW
1119
Oxler Private Wealth
New York
$8.09M -$9.79K -22 -0.1%
APP
1120
Avantax Planning Partners
Iowa
$8.04M +$788K +1,772 +10%
LW
1121
Linscomb Wealth
Texas
$8.03M -$361K -812 -4%
JEST
1122
JTC Employer Solutions Trustee
Jersey
$8.01M – – –
WAM
1123
Weiss Asset Management
Massachusetts
$7.99M -$4.79M -10,761 -37%
SWA
1124
Sax Wealth Advisors
New Jersey
$7.98M +$14.7K +33 +0.2%
VLC
1125
Van Leeuwen & Company
New Jersey
$7.98M -$113K -253 -1%
43 44
45
46 47