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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
1751
Parkside Financial Bank & Trust
Missouri
$2.43M +$575K +1,442 +32%
BWP
1752
Baldwin Wealth Partners
Massachusetts
$2.43M +$296K +743 +14%
I
1753
INVST
Indiana
$2.43M +$88.2K +221 +4%
FA
1754
FDx Advisors
Illinois
$2.43M – – –
SFG
1755
Sterling Financial Group
California
$2.42M – – –
AWM
1756
Ameliora Wealth Management
Switzerland
$2.42M -$1.38M -3,468 -37%
OFW
1757
Omnia Family Wealth
Florida
$2.41M – – –
EGA
1758
Eagle Global Advisors
Texas
$2.41M -$108K -270 -4%
MC
1759
Middleton & Co
Massachusetts
$2.41M +$177K +443 +8%
BF
1760
Blankinship & Foster
California
$2.41M -$27.5K -69 -1%
TCWM
1761
Total Clarity Wealth Management
Illinois
$2.4M -$396K -992 -14%
CPSAC
1762
Chas P. Smith & Associates (CPS)
Florida
$2.4M -$21.5K -54 -0.9%
THL
1763
Tillman Hartley LLC
Colorado
$2.4M – – –
SAM
1764
Selway Asset Management
$2.39M +$47.9K +120 +2%
PAG
1765
Paladin Advisory Group
Iowa
$2.39M +$2.33M +5,848 New
PCH
1766
PGIM Custom Harvest
New Jersey
$2.39M +$751K +1,882 +48%
NSAM
1767
North Star Asset Management
Wisconsin
$2.39M -$63.4K -159 -3%
AIM
1768
Acropolis Investment Management
Missouri
$2.39M – – –
FA
1769
Fagan Associates
New York
$2.38M -$91.4K -229 -4%
HIS
1770
Harvest Investment Services
Illinois
$2.38M +$160K +400 +7%
BWA
1771
Beam Wealth Advisors
Louisiana
$2.37M +$65K +163 +3%
BWM
1772
Baystate Wealth Management
Massachusetts
$2.37M +$200K +502 +10%
HGERS
1773
Householder Group Estate & Retirement Specialist
Arizona
$2.37M +$2.31M +5,780 New
SAM
1774
Sequent Asset Management
Texas
$2.35M -$1.06M -2,650 -32%
LBC
1775
Lawrence B. Cohen
$2.35M -$192K -481 -8%
69 70
71
72 73