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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
1276
Pallas Capital Advisors
Massachusetts
$5.43M -$271K -705 -5%
ACM
1277
Ashford Capital Management
Delaware
$5.42M -$458K -1,191 -8%
CP
1278
Coho Partners
Pennsylvania
$5.42M +$5.22M +13,594 +2,332%
OWP
1279
Obermeyer Wealth Partners
Colorado
$5.4M +$2.7M +7,030 +99%
TPW
1280
TL Private Wealth
Texas
$5.39M -$92.6K -241 -2%
UWPG
1281
Ullmann Wealth Partners Group
Florida
$5.37M +$2.31K +6 +0%
PIA
1282
Perennial Investment Advisors
California
$5.36M +$1.06M +2,757 +24%
EW
1283
Element Wealth
Mississippi
$5.35M -$49.2K -128 -0.9%
ISB
1284
Iowa State Bank
Iowa
$5.35M +$386K +1,003 +8%
BIC
1285
Beach Investment Counsel
Pennsylvania
$5.34M – – –
WA
1286
Waddell & Associates
Tennessee
$5.34M +$107K +279 +2%
LPIC
1287
LeJeune Puetz Investment Counsel
Michigan
$5.32M +$1.92K +5 +0%
WAM
1288
Watershed Asset Management
California
$5.32M +$5.34M +13,906 New
AWM
1289
Aries Wealth Management
Maine
$5.31M +$587K +1,526 +12%
AIFAIM
1290
American Institute for Advanced Investment Management
Arizona
$5.3M -$42.7K -111 -0.8%
AIC
1291
Ayalon Insurance Company
Israel
$5.28M -$102K -266 -2%
SWRP
1292
Summit Wealth & Retirement Planning
California
$5.28M +$834K +2,171 +19%
IF
1293
IRON Financial
Illinois
$5.24M -$340K -884 -6%
GLA
1294
Good Life Advisors
Pennsylvania
$5.23M -$157K -409 -3%
SFWC
1295
Strategic Family Wealth Counselors
New Jersey
$5.23M -$854K -2,223 -14%
EBT
1296
Enterprise Bank & Trust
Massachusetts
$5.19M +$116K +303 +2%
HWM
1297
Hohimer Wealth Management
Washington
$5.19M -$126K -327 -2%
LIA
1298
LBMC Investment Advisors
Tennessee
$5.17M +$2.13M +5,552 +70%
FIB
1299
First Interstate Bank
Montana
$5.17M +$1.65M +4,301 +47%
CCFM
1300
Clear Creek Financial Management
Washington
$5.16M -$1.02M -2,666 -16%
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