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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
HNWAG
1501
High Net Worth Advisory Group
Florida
$5.72M +$2.7M +5,433 +99%
FA
1502
Fiducient Advisors
Illinois
$5.71M +$3.72M +7,474 +217%
ST
1503
Sabal Trust
Florida
$5.71M -$84.1K -169 -2%
SHFP
1504
Second Half Financial Partners
Florida
$5.7M +$1.09M +2,188 +25%
AAM
1505
Aureus Asset Management
Massachusetts
$5.7M +$387K +778 +8%
EWA
1506
EverSource Wealth Advisors
Alabama
$5.7M +$1.51M +3,025 +36%
SJGA
1507
Stephen J. Garry & Associates
New York
$5.68M +$170K +341 +3%
FRM
1508
Fox Run Management
Connecticut
$5.67M +$946K +1,900 +21%
AIFAIM
1509
American Institute for Advanced Investment Management
Arizona
$5.67M -$205K -412 -4%
SIC
1510
Samalin Investment Counsel
New York
$5.65M +$307K +617 +6%
WCM
1511
Windsor Capital Management
Arizona
$5.56M -$93.6K -188 -2%
CFS
1512
Coordinated Financial Services
Colorado
$5.56M +$5.29M +10,626 New
MSA
1513
McAlister Sweet & Associates
Texas
$5.55M +$24.9K +50 +0.5%
CW
1514
CIC Wealth
Maryland
$5.55M +$286K +575 +6%
DP
1515
DDD Partners
Washington
$5.55M -$26.5M -53,144 -83%
SFFS
1516
Stonehage Fleming Financial Services
Jersey
$5.54M +$4.49M +9,009 +199%
R
1517
Rebalance
California
$5.53M +$28.9K +58 +0.6%
CAM
1518
Covenant Asset Management
New Jersey
$5.5M +$469K +943 +10%
LIA
1519
LBMC Investment Advisors
Tennessee
$5.49M +$24.4K +49 +0.5%
PB
1520
Pinnacle Bancorp
Nebraska
$5.49M +$9.46K +19 +0.2%
PSCM
1521
Per Stirling Capital Management
Texas
$5.48M +$22.9K +46 +0.4%
AAS
1522
Annex Advisory Services
Wisconsin
$5.48M +$726K +1,458 +16%
H
1523
HoyleCohen
California
$5.47M +$223K +448 +4%
LC
1524
LCNB Corp
Ohio
$5.47M -$9.46K -19 -0.2%
AT
1525
American Trust
Kentucky
$5.47M -$476K -956 -8%
59 60
61
62 63