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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
1576
Smith Salley Wealth Management
North Carolina
$8.2M +$4.93M +7,296 +154%
PSAMP
1577
P. Schoenfeld Asset Management (PSAM)
New York
$8.18M +$8.11M +12,000 New
CCG
1578
Coastwise Capital Group
California
$8.18M +$224K +331 +3%
PAM
1579
Panagora Asset Management
Massachusetts
$8.18M -$4.15M -6,138 -34%
MSA
1580
MUFG Securities Americas
New York
$8.14M – – –
DFC
1581
DBK Financial Counsel
Ohio
$8.13M -$32.4K -48 -0.4%
GWA
1582
Gratus Wealth Advisors
Virginia
$8.11M – – –
TIP
1583
Tandem Investment Partners
New Jersey
$8.11M -$158K -234 -2%
BONH
1584
Bank of New Hampshire
New Hampshire
$8.1M -$522K -772 -6%
MDSL
1585
M.D. Sass LLC
New York
$8.05M – – –
LHP
1586
Lexington Hill Partners
Texas
$8.04M +$7.97M +11,789 New
HG
1587
Herbst Group
Connecticut
$8.04M +$518K +767 +7%
TI
1588
Truepoint Inc
Ohio
$8.04M +$213K +315 +3%
PWPS
1589
Pinnacle Wealth Planning Services
Ohio
$8.03M -$347K -513 -4%
EW
1590
Elyxium Wealth
California
$8.01M -$16.9K -25 -0.2%
TPA
1591
Trivium Point Advisory
Connecticut
$8M +$308K +455 +4%
SWP
1592
Summit Wealth Partners
Florida
$8M -$3.32M -4,906 -29%
FVWA
1593
Foster Victor Wealth Advisors
South Carolina
$7.99M +$1.37M +2,025 +21%
FAT
1594
First American Trust
California
$7.99M +$1.46M +2,153 +23%
BFC
1595
Blue Fin Capital
Rhode Island
$7.99M -$18.2K -27 -0.2%
CC
1596
Corsicana & Co
Texas
$7.96M -$41.9K -62 -0.5%
SMA
1597
Seven Mile Advisory
New Jersey
$7.86M -$13.8M -20,444 -64%
PFW
1598
Petros Family Wealth
Minnesota
$7.86M +$154K +228 +2%
AI
1599
ArchPoint Investors
Florida
$7.86M -$151K -223 -2%
HNWA
1600
Henrickson Nauta Wealth Advisors
Michigan
$7.85M +$3.65M +5,395 +91%
62 63
64
65 66