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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
ANBT
1751
American National Bank & Trust
Texas
$6.53M -$203K -280 -3%
TWM
1752
Tradition Wealth Management
Minnesota
$6.53M +$635K +876 +11%
BEAM
1753
Baker Ellis Asset Management
Washington
$6.53M +$725 +1 +0%
GFG
1754
Goldstone Financial Group
Illinois
$6.49M +$194K +267 +3%
QP
1755
Quartz Partners
New York
$6.48M +$328K +452 +5%
FAL
1756
Focused Alpha LLC
Colorado
$6.48M +$719K +992 +13%
CWWM
1757
Curry Webb Wealth Management
Indiana
$6.46M -$602K -830 -9%
BIM
1758
Breakwater Investment Management
Washington
$6.45M -$15.9K -22 -0.3%
MWM
1759
Marietta Wealth Management
Georgia
$6.44M -$247K -340 -4%
AHL
1760
Abel Hall LLC
Louisiana
$6.43M +$322K +444 +5%
AAM
1761
Aureus Asset Management
Massachusetts
$6.41M -$270K -372 -4%
EFA
1762
Evernest Financial Advisors
Indiana
$6.41M -$29K -40 -0.5%
SWA
1763
Sightline Wealth Advisors
Connecticut
$6.4M +$13.8K +19 +0.2%
LFS
1764
Legacy Financial Strategies
Kansas
$6.39M -$7.97K -11 -0.1%
BDF
1765
Black Diamond Financial
Maryland
$6.38M +$1.94M +2,670 +45%
CIA
1766
Cape Investment Advisory
Georgia
$6.35M +$318K +439 +5%
BFIM
1767
Beese Fulmer Investment Management
Ohio
$6.35M +$141K +195 +2%
WCM
1768
Weaver Capital Management
Georgia
$6.34M – – –
AFO
1769
Arrowroot Family Office
California
$6.33M +$115K +159 +2%
BWM
1770
Baron Wealth Management
Michigan
$6.32M -$10.9K -15 -0.2%
CFD
1771
Creative Financial Designs
Indiana
$6.32M -$817K -1,127 -12%
SJGA
1772
Stephen J. Garry & Associates
New York
$6.32M -$188K -259 -3%
SC
1773
Sierra Capital
Florida
$6.3M +$308K +425 +5%
SAM
1774
Secure Asset Management
Michigan
$6.3M -$220K -304 -3%
PI
1775
Parkside Investments
Illinois
$6.29M +$1.31M +1,807 +27%
69 70
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