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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
1376
Truepoint Inc
Ohio
$4.92M -$37.6K -82 -0.8%
GM
1377
GeoWealth Management
Illinois
$4.9M -$1.87M -4,068 -28%
WPC
1378
White Pine Capital
Minnesota
$4.9M +$96.4K +210 +2%
RWA
1379
Ropes Wealth Advisors
Massachusetts
$4.89M -$9.18K -20 -0.2%
AP
1380
Adero Partners
California
$4.89M +$247K +537 +6%
FAM
1381
Flaharty Asset Management
Florida
$4.85M -$97.3K -212 -2%
NF
1382
Nikulski Financial
Iowa
$4.85M +$102K +223 +2%
RW
1383
Rede Wealth
Virginia
$4.84M -$67.5K -147 -1%
AT
1384
American Trust
Kentucky
$4.84M +$4.68M +10,189 New
SIA
1385
Schechter Investment Advisors
Michigan
$4.84M +$4.68M +10,187 New
PGWM
1386
Pitti Group Wealth Management
New York
$4.83M +$4.67M +10,171 New
JWBC
1387
J.W. Burns & Co
New York
$4.82M -$49.6K -108 -1%
DWM
1388
Doyle Wealth Management
Florida
$4.82M +$114K +249 +3%
LC
1389
LCNB Corp
Ohio
$4.81M +$151K +328 +3%
RC
1390
Roundview Capital
New Jersey
$4.81M -$6.89K -15 -0.1%
WA1
1391
Wimmer Associates 1
California
$4.79M – – –
CIP
1392
Capital Insight Partners
Arizona
$4.78M -$215K -468 -4%
P
1393
Pitcairn
Pennsylvania
$4.78M -$69.8K -152 -1%
LCM
1394
LVM Capital Management
Michigan
$4.76M -$78K -170 -2%
OCM
1395
One Capital Management
California
$4.75M +$2.47M +5,389 +117%
IFO
1396
Intrepid Family Office
Florida
$4.75M +$4.59M +10,000 New
SIA
1397
SkyView Investment Advisors
New Jersey
$4.75M +$1.07M +2,329 +54%
SWM
1398
SFG Wealth Management
Maryland
$4.74M +$4.58M +9,984 New
KA
1399
Kearns & Associates
California
$4.74M +$4.58M +9,981 New
SIC
1400
Samalin Investment Counsel
New York
$4.73M -$517K -1,126 -10%
54 55
56
57 58