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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1551
Castellan Group
Kentucky
$2.74M +$1.03M +2,513 +53%
CFO
1552
Colony Family Offices
North Carolina
$2.74M -$111K -270 -4%
CWP
1553
CFM Wealth Partners
Texas
$2.74M -$15.2K -37 -0.5%
MDSL
1554
M.D. Sass LLC
New York
$2.74M +$799K +1,950 +37%
AS
1555
Altshuler Shaham
Israel
$2.73M -$1.08B -2,638,165 -100%
WAMC
1556
Western Asset Management Company
California
$2.73M +$2.02M +4,926 +213%
RMC
1557
Regis Management Company
California
$2.73M – – –
PL
1558
Plancorp LLC
Missouri
$2.73M +$687K +1,676 +30%
GIA
1559
Guyasuta Investment Advisors
Pennsylvania
$2.72M +$2.87K +7 +0.1%
PP
1560
Prosperity Planning
Missouri
$2.72M – – –
EVM
1561
Evelyn V. Moreno
$2.72M – – –
PWM
1562
Paulson Wealth Management
Illinois
$2.71M +$47.1K +115 +2%
BRM
1563
Boston Research & Management
Massachusetts
$2.7M – – –
CAM
1564
Covenant Asset Management
New Jersey
$2.69M +$34.4K +84 +1%
CIP
1565
Capital Insight Partners
Arizona
$2.69M -$220K -536 -7%
BTW
1566
Boston Trust Walden
Massachusetts
$2.69M -$5.33K -13 -0.2%
NG
1567
NWK Group
California
$2.68M -$32K -78 -1%
WAAG
1568
Wealth Alliance Advisory Group
Kansas
$2.68M +$1.83M +4,464 +169%
EWM
1569
Edge Wealth Management
New York
$2.68M +$294K +718 +11%
HFA
1570
High Falls Advisors
New York
$2.67M -$187K -456 -6%
FVCM
1571
F&V Capital Management
Florida
$2.67M -$70.1K -171 -2%
PPG
1572
Peak Planning Group
Colorado
$2.67M +$2.9M +7,071 New
AAM
1573
Austin Asset Management
Texas
$2.66M +$17.2K +42 +0.6%
AFG
1574
Allegheny Financial Group
Pennsylvania
$2.66M +$329K +804 +13%
PMG
1575
ProVise Management Group
Florida
$2.65M -$36.5K -89 -1%
61 62
63
64 65