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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
1526
Asset Dedication LLC
California
$7.63M +$162K +252 +2%
SDWMA
1527
Schneider Downs Wealth Management Advisors
Pennsylvania
$7.62M -$71.2K -111 -1%
MSWMA
1528
Market Street Wealth Management Advisors
Indiana
$7.61M +$23.1K +36 +0.3%
GC
1529
Garde Capital
Washington
$7.6M +$1.01M +1,578 +16%
PC
1530
Port Capital
Illinois
$7.59M -$17.3K -27 -0.2%
OFG
1531
OmniStar Financial Group
North Carolina
$7.56M +$412K +643 +6%
QAM
1532
Q3 Asset Management
Michigan
$7.54M +$1.84M +2,867 +34%
KNFPWM
1533
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$7.53M +$50K +78 +0.7%
PFW
1534
Petros Family Wealth
Minnesota
$7.53M +$31.4K +49 +0.4%
JWM
1535
JFG Wealth Management
Colorado
$7.53M +$7.05K +11 +0.1%
CCA
1536
Checchi Capital Advisers
California
$7.52M -$9.62K -15 -0.1%
IWP
1537
Invenio Wealth Partners
Florida
$7.51M -$224K -350 -3%
TPA
1538
Trivium Point Advisory
Connecticut
$7.51M -$104K -163 -1%
NF
1539
Nvest Financial
New Hampshire
$7.5M -$2.26M -3,533 -24%
MFA
1540
Millington Financial Advisors
Illinois
$7.48M -$7.05K -11 -0.1%
BCM
1541
BTC Capital Management
Iowa
$7.48M – – –
BL
1542
Balentine LLC
Georgia
$7.48M +$5.81M +9,057 +417%
AWA
1543
Alta Wealth Advisors
Massachusetts
$7.47M +$168K +262 +2%
SWP
1544
Significant Wealth Partners
Illinois
$7.47M +$1.38M +2,150 +24%
XPN
1545
XY Planning Network
Montana
$7.46M – – –
CB
1546
Centennial Bank
Arkansas
$7.45M -$16K -25 -0.2%
ACM
1547
Ashford Capital Management
Delaware
$7.44M – – –
SIA
1548
SkyView Investment Advisors
New Jersey
$7.42M +$3.49M +5,439 +95%
LWCFA
1549
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.4M -$28.8K -45 -0.4%
AV
1550
ASR Vermogensbeheer
Netherlands
$7.35M +$5.49M +8,562 +348%
60 61
62
63 64