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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PIWA
1551
Prevail Innovative Wealth Advisors
Kansas
$6.2M -$2.93M -4,977 -31%
GP
1552
Guardian Partners
Canada
$6.2M -$7.05K -12 -0.1%
AFP
1553
Ausdal Financial Partners
Iowa
$6.2M +$1.16M +1,971 +22%
GPA
1554
Guidance Point Advisors
Massachusetts
$6.19M -$97K -165 -1%
AGP
1555
Autumn Glory Partners
Texas
$6.16M -$1.4M -2,390 -18%
AAS
1556
Annex Advisory Services
Wisconsin
$6.15M -$708K -1,204 -10%
IIM
1557
Intact Investment Management
Quebec, Canada
$6.14M – – –
MDSL
1558
M.D. Sass LLC
New York
$6.14M +$447K +760 +7%
ST
1559
Smithfield Trust
Pennsylvania
$6.14M -$40.6K -69 -0.6%
SIC
1560
Shoker Investment Counsel
Ohio
$6.12M -$84.1K -143 -1%
NAS
1561
Nicolet Advisory Services
Wisconsin
$6.11M -$521K -886 -7%
SAG
1562
SageView Advisory Group
California
$6.1M +$14.7K +25 +0.2%
HT
1563
Headlands Technologies
Illinois
$6.1M -$39.1M -66,515 -86%
PCS
1564
Private Client Services
Kentucky
$6.09M -$776K -1,321 -11%
WDL
1565
Well Done LLC
Michigan
$6.08M +$157K +267 +3%
ETC
1566
Exchange Traded Concepts
Oklahoma
$6.08M +$6.39M +10,870 New
KNFPWM
1567
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$6.08M +$108K +183 +2%
JWBC
1568
J.W. Burns & Co
New York
$6.07M -$126K -215 -2%
SC
1569
Sierra Capital
Florida
$6.06M -$489K -832 -7%
HNWAG
1570
High Net Worth Advisory Group
Florida
$6.04M -$1.18K -2 -0%
TPA
1571
Trivium Point Advisory
Connecticut
$6.04M +$307K +522 +5%
ODIJL
1572
One Day In July LLC
Vermont
$6.04M +$215K +366 +4%
GM
1573
GeoWealth Management
Illinois
$6.03M -$16.5M -28,133 -72%
LWCFA
1574
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.03M -$42.9K -73 -0.6%
ACM
1575
Armbruster Capital Management
New York
$6.02M -$52.3K -89 -0.8%
61 62
63
64 65