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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1501
CenterStar Asset Management
Illinois
$1.17M – – –
PAG
1502
Pinnacle Advisory Group
Maryland
$1.16M +$69.1K +234 +6%
BFO
1503
Biltmore Family Office
North Carolina
$1.16M -$54.1K -183 -5%
BHIA
1504
Birch Hill Investment Advisors
Massachusetts
$1.15M +$279K +945 +32%
ZB
1505
Zions Bancorporation
Utah
$1.15M -$821K -2,778 -42%
OA
1506
Oxbow Advisors
Texas
$1.15M – – –
CA
1507
Cambridge Advisors
Nebraska
$1.15M – – –
CAL
1508
Capital Analysts LLC
Pennsylvania
$1.15M -$96.6K -327 -8%
LJHT
1509
Laurie J. Hall Trustee
$1.14M -$93.1K -315 -8%
AUB
1510
Atlantic Union Bankshares
Virginia
$1.14M – – –
AWA
1511
Acorn Wealth Advisors
Michigan
$1.13M -$17.4K -59 -2%
SCA
1512
Sage Capital Advisors
South Dakota
$1.13M +$61.2K +207 +6%
AWM
1513
Apollon Wealth Management
South Carolina
$1.12M -$72.1K -244 -6%
OAM
1514
Oberweis Asset Management
Illinois
$1.12M +$4.73K +16 +0.4%
FRA
1515
Front Row Advisors
California
$1.12M -$35.5K -120 -3%
CFC
1516
Coyle Financial Counsel
Illinois
$1.12M -$12.1K -41 -1%
SHJ
1517
Sharkey, Howes & Javer
Colorado
$1.11M – – –
SI
1518
Shaker Investments
Ohio
$1.11M +$2.66K +9 +0.2%
AWM
1519
AllSquare Wealth Management
New York
$1.11M -$13.3K -45 -1%
WIA
1520
Wealthstreet Investment Advisors
Texas
$1.11M +$358K +1,211 +49%
HCM
1521
HM Capital Management
Missouri
$1.11M – – –
BONST
1522
Bank of Nova Scotia Trust
Ontario, Canada
$1.11M +$295 +1 +0%
ACS
1523
Archford Capital Strategies
Illinois
$1.1M -$103K -347 -9%
EM
1524
Excalibur Management
Massachusetts
$1.1M +$4.14K +14 +0.4%
SAM
1525
Strategy Asset Managers
California
$1.1M +$281K +950 +35%
59 60
61
62 63