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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
1351
Peak Asset Management
Colorado
$4.76M -$42.3K -110 -0.9%
FFM
1352
Forum Financial Management
Illinois
$4.75M -$65.7K -171 -1%
BFG
1353
Berger Financial Group
Minnesota
$4.74M +$1.75M +4,554 +58%
WB
1354
West Bancorporation
Iowa
$4.73M – – –
NFG
1355
Norris Financial Group
South Carolina
$4.73M -$136K -354 -3%
NGA
1356
Naples Global Advisors
Florida
$4.72M -$76.1K -198 -2%
MSAM
1357
Moloney Securities Asset Management
Missouri
$4.72M -$846K -2,201 -15%
PA
1358
Procyon Advisors
Connecticut
$4.7M +$731K +1,903 +18%
ONST
1359
Old North State Trust
North Carolina
$4.7M -$21.1K -55 -0.4%
MSA
1360
McAlister Sweet & Associates
Texas
$4.68M -$812K -2,112 -15%
RMCM
1361
Reynders McVeigh Capital Management
Massachusetts
$4.68M +$1.86M +4,841 +65%
KCM
1362
KLK Capital Management
California
$4.68M +$61.5K +160 +1%
WAM
1363
WealthTrust Asset Management
Florida
$4.68M +$2.24M +5,817 +91%
CFO
1364
Collective Family Office
Pennsylvania
$4.67M -$550K -1,432 -10%
CGH
1365
Crossmark Global Holdings
Texas
$4.67M +$2.78M +7,241 +146%
C
1366
Cliffwater
California
$4.67M – – –
ACM
1367
Armbruster Capital Management
New York
$4.66M -$96.1K -250 -2%
WCM
1368
Windsor Capital Management
Arizona
$4.65M -$82.3K -214 -2%
BFO
1369
Biltmore Family Office
North Carolina
$4.65M +$1.22M +3,168 +35%
LWM
1370
Lyell Wealth Management
California
$4.64M +$21.1K +55 +0.5%
TCM
1371
Tran Capital Management
California
$4.63M -$508K -1,321 -10%
AWA
1372
Amplius Wealth Advisors
Pennsylvania
$4.58M +$40K +104 +0.9%
SPP
1373
Single Point Partners
Massachusetts
$4.58M -$172K -448 -4%
FBA
1374
Front Barnett Associates
Illinois
$4.57M +$460K +1,198 +11%
TFA
1375
Triad Financial Advisors
North Carolina
$4.57M -$125K -324 -3%
53 54
55
56 57