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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SDWMA
1726
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.07M +$364K +889 +19%
SN
1727
Sittner & Nelson
Oregon
$2.06M -$28.7K -70 -1%
1IA
1728
1834 Investment Advisors
Wisconsin
$2.06M -$21.7K -53 -1%
HNWAG
1729
High Net Worth Advisory Group
Florida
$2.06M -$18.4K -45 -0.8%
DI
1730
Disciplined Investments
Oklahoma
$2.05M -$6.55K -16 -0.3%
TW
1731
Towerpoint Wealth
California
$2.03M +$90.9K +222 +4%
T
1732
TRUADVICE
Florida
$2.03M -$946K -2,310 -32%
PFWA
1733
Paces Ferry Wealth Advisors
Georgia
$2.03M +$28.3K +69 +1%
AAMA
1734
Advanced Asset Management Advisors
Ohio
$2.03M +$380K +928 +21%
AC
1735
AlphaCore Capital
California
$2.03M -$236K -576 -10%
LI
1736
LMCG Investments
Massachusetts
$2.01M -$3.28K -8 -0.1%
DI
1737
DFPG Investments
Utah
$2M +$3.28K +8 +0.2%
DIM
1738
Delta Investment Management
California
$2M +$154K +376 +8%
WKSWA
1739
White Knight Strategic Wealth Advisors
New Jersey
$2M +$205K +501 +10%
EIA
1740
Eldridge Investment Advisors
New Hampshire
$1.99M -$48.8K -119 -2%
UCIG
1741
Ulrich Consultants & Investment Group
New Mexico
$1.99M +$2.16M +5,261 New
AMG
1742
Asset Management Group
Connecticut
$1.98M +$6.96K +17 +0.3%
BA
1743
Ballast Advisors
Minnesota
$1.98M -$410 -1 -0%
DSC
1744
Duncker Streett & Co
Missouri
$1.98M -$52K -127 -2%
AWP
1745
Abacus Wealth Partners
California
$1.97M -$143K -348 -6%
MW
1746
Marcum Wealth
Ohio
$1.97M +$58.6K +143 +3%
HGERS
1747
Householder Group Estate & Retirement Specialist
Arizona
$1.97M -$821K -2,003 -28%
BWP
1748
Baldwin Wealth Partners
Massachusetts
$1.95M -$468K -1,142 -18%
FAN
1749
Financial Advisors Network
California
$1.95M -$13.5K -33 -0.6%
CAM
1750
Claret Asset Management
Quebec, Canada
$1.95M -$1.23K -3 -0.1%
68 69
70
71 72