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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
1226
CRA Financial Services
New Jersey
$3.3M +$418K +1,358 +15%
SDWMA
1227
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.3M +$51.4K +167 +2%
CCG
1228
Cypress Capital Group
Florida
$3.29M -$1.54K -5 -0%
CW
1229
CreativeOne Wealth
Kansas
$3.28M +$631K +2,049 +25%
AAIM
1230
Asset Advisors Investment Management
Georgia
$3.28M +$18.5K +60 +0.6%
AIFAIM
1231
American Institute for Advanced Investment Management
Arizona
$3.28M +$3.13M +10,179 New
AR
1232
Advisory Research
Illinois
$3.27M +$3.13M +10,176 New
BCM
1233
BTR Capital Management
California
$3.27M – – –
AF
1234
Aldebaran Financial
$3.26M -$490K -1,591 -14%
LIA
1235
LS Investment Advisors
Michigan
$3.26M -$154K -500 -5%
EFSCE
1236
Enterprise Financial Services Corp (EFSC)
Missouri
$3.25M -$63.1K -205 -2%
GP
1237
Gresham Partners
Illinois
$3.24M – – –
SC
1238
Steph & Co
Wisconsin
$3.24M +$3.1M +10,061 New
TAM
1239
Todd Asset Management
Kentucky
$3.23M +$3.1M +10,052 New
IC
1240
Iconiq Capital
California
$3.22M +$71.1K +231 +2%
HFA
1241
Hoover Financial Advisors
Pennsylvania
$3.2M -$137K -446 -4%
DMC
1242
Drexel Morgan & Co
Pennsylvania
$3.2M +$406K +1,318 +15%
PAI
1243
Pittenger & Anderson Inc
Nebraska
$3.18M -$16K -52 -0.5%
RC
1244
Rovin Capital
Arizona
$3.18M +$3.04M +9,875 New
BCM
1245
BTC Capital Management
Iowa
$3.17M +$194K +630 +7%
MFG
1246
Merit Financial Group
Georgia
$3.17M +$1.44M +4,678 +90%
PAM
1247
Pegasus Asset Management
New York
$3.16M -$5.85K -19 -0.2%
FAN
1248
Financial Advisors Network
California
$3.15M -$8.31K -27 -0.3%
QCG
1249
Quadrant Capital Group
Ohio
$3.14M +$61.6K +200 +2%
PPP
1250
Private Portfolio Partners
New Jersey
$3.13M +$132K +429 +5%
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