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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
YWP
1126
YorkBridge Wealth Partners
New York
$1.37M -$3.64M -15,176 -73%
APP
1127
Avantax Planning Partners
Iowa
$1.37M +$42.9K +179 +3%
ACM
1128
Alethea Capital Management
Washington
$1.36M +$39.3K +164 +3%
CCM
1129
Check Capital Management
California
$1.35M +$1.34M +5,606 New
CPO
1130
Cerity Partners OCIO
New York
$1.35M -$178K -742 -11%
CCMD
1131
Cypress Capital Management (Delaware)
Delaware
$1.34M +$76.2K +318 +6%
BWM
1132
BerganKDV Wealth Management
Minnesota
$1.34M +$27.3K +114 +2%
AI
1133
Accredited Investors
Minnesota
$1.34M -$41K -171 -3%
CAM
1134
Crestone Asset Management
Colorado
$1.34M +$883K +3,685 +199%
CCM
1135
Crossvault Capital Management
Texas
$1.33M +$8.39K +35 +0.6%
EGA
1136
E&G Advisors
Texas
$1.32M – – –
ANBT
1137
American National Bank & Trust
Texas
$1.32M -$31.2K -130 -2%
IC
1138
Investment Counsel
Michigan
$1.32M +$14.4K +60 +1%
SLG
1139
Stanley-Laman Group
Pennsylvania
$1.31M +$158K +659 +14%
CA
1140
Cambridge Advisors
Nebraska
$1.28M -$20.4K -85 -2%
CCA
1141
Clearwater Capital Advisors
Illinois
$1.28M -$223K -930 -15%
DK
1142
Darrell & King
Virginia
$1.28M -$119K -495 -9%
CAM
1143
Capstone Asset Management
Texas
$1.28M -$424K -1,768 -25%
RIG
1144
Renaissance Investment Group
Massachusetts
$1.27M -$58.5K -244 -4%
EWM
1145
Empirical Wealth Management
Washington
$1.27M +$41.5K +173 +3%
MS
1146
Marshall & Sullivan
Washington
$1.27M -$2.4K -10 -0.2%
PTB
1147
Pioneer Trust Bank
Oregon
$1.26M – – –
FMWA
1148
Forvis Mazars Wealth Advisors
Missouri
$1.26M -$57K -238 -4%
AWE
1149
Avidian Wealth Enterprises
Texas
$1.24M +$30K +125 +2%
AWM
1150
Avior Wealth Management
Nebraska
$1.24M -$269K -1,122 -18%
44 45
46
47 48