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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
1251
Cordant Inc
Oregon
$11.4M -$148K -251 -1%
EFA
1252
Edge Financial Advisors
Illinois
$11.4M -$1.61M -2,741 -12%
CFP
1253
Catalyst Financial Partners
Massachusetts
$11.4M +$270K +458 +2%
GBT
1254
Grove Bank & Trust
Florida
$11.4M +$610K +1,036 +6%
RWIA
1255
Roger Wittlin Investment Advisory
California
$11.4M +$2.21M +3,754 +24%
AWM
1256
Aries Wealth Management
Maine
$11.4M +$364K +618 +3%
YCM
1257
Yost Capital Management
Texas
$11.4M +$11.4M +19,400 New
USB
1258
Union Savings Bank
Connecticut
$11.4M +$598K +1,015 +6%
MCM
1259
MidAtlantic Capital Management
Virginia
$11.4M +$7.66K +13 +0.1%
DQRIM
1260
Dale Q Rice Investment Management
Washington
$11.3M +$11.3M +19,249 New
EFG
1261
Elios Financial Group
Ohio
$11.3M -$342K -581 -3%
OWA
1262
ORBA Wealth Advisors
Illinois
$11.2M +$55.4K +94 +0.5%
FNBOO
1263
First National Bank of Omaha
Nebraska
$11.2M +$3.43M +5,820 +44%
AWA
1264
Arkadios Wealth Advisors
Georgia
$11.2M -$306K -519 -3%
FFM
1265
Fullerton Fund Management
Singapore
$11.2M +$8.07M +13,691 +253%
OPW
1266
Oxler Private Wealth
New York
$11.1M +$18.3K +31 +0.2%
QWM
1267
Quadcap Wealth Management
Texas
$11.1M +$636K +1,080 +6%
BFO
1268
Biltmore Family Office
North Carolina
$11.1M -$630K -1,069 -5%
VHAM
1269
Van Hulzen Asset Management
California
$11.1M +$125K +213 +1%
DP
1270
DDD Partners
Washington
$11.1M +$6.8M +11,541 +157%
SJIM
1271
St. Johns Investment Management
Florida
$11M +$846K +1,436 +8%
BFC
1272
Bedel Financial Consulting
Indiana
$11M +$167K +283 +2%
LKWM
1273
Lee-Kelleher Wealth Management
Maryland
$11M +$11.1M +18,798 New
CP
1274
Canopy Partners
Ohio
$11M – – –
TWP
1275
TFO Wealth Partners
Ohio
$11M – – –
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