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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
1376
Capital Bank & Trust
California
$3.4M -$4.44M -10,634 -57%
TLCM
1377
Twin Lakes Capital Management
California
$3.39M +$642K +1,537 +24%
CL
1378
COWA LLC
Oklahoma
$3.38M -$73K -175 -2%
PTB
1379
Pioneer Trust Bank
Oregon
$3.38M -$462K -1,106 -12%
IWA
1380
IBEX Wealth Advisors
New Jersey
$3.37M +$3.28M +7,865 New
HF
1381
Halpern Financial
Virginia
$3.36M -$5.43K -13 -0.2%
PP
1382
Prosperity Planning
Missouri
$3.35M -$196K -470 -6%
PI
1383
PFS Investments
Georgia
$3.35M -$48.4K -116 -1%
CAM
1384
Covenant Asset Management
New Jersey
$3.33M +$61.4K +147 +2%
LIA
1385
LBMC Investment Advisors
Tennessee
$3.33M +$273K +655 +9%
BA
1386
Bridgewater Advisors
New York
$3.33M +$1.07M +2,569 +49%
EI
1387
Ellevest Inc
New York
$3.32M +$97.3K +233 +3%
MWP
1388
Madison Wealth Partners
Wisconsin
$3.32M +$23K +55 +0.7%
CFD
1389
Creative Financial Designs
Indiana
$3.32M +$346K +829 +12%
SWA
1390
Sightline Wealth Advisors
Connecticut
$3.31M -$33.4K -80 -1%
MWM
1391
Marietta Wealth Management
Georgia
$3.31M -$17.1K -41 -0.5%
RWM
1392
Raffa Wealth Management
District of Columbia
$3.3M -$94.3K -226 -3%
ECM
1393
ExodusPoint Capital Management
New York
$3.3M +$3.22M +7,704 New
PFM
1394
Parsec Financial Management
North Carolina
$3.3M -$70.1K -168 -2%
FVCM
1395
F&V Capital Management
Florida
$3.29M -$12.5K -30 -0.4%
C
1396
Clearshares
New York
$3.29M +$39.7K +95 +1%
ACM
1397
Advisors Capital Management
New Jersey
$3.27M -$258K -618 -7%
CWM
1398
CIBC World Markets
New York
$3.25M -$11M -26,400 -78%
AP
1399
Adero Partners
California
$3.25M +$93.9K +225 +3%
EFSCE
1400
Enterprise Financial Services Corp (EFSC)
Missouri
$3.25M -$488K -1,168 -13%
54 55
56
57 58