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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
2201
Delta Asset Management
Tennessee
$2.16M +$390K +746 +23%
SGI
2202
Summit Global Investments
Utah
$2.15M -$20.9K -40 -1%
PBK
2203
Peoples Bank (Kansas)
Kansas
$2.14M -$10.5K -20 -0.5%
AFGAS
2204
Allegiance Financial Group Advisory Services
Virginia
$2.14M +$4.71K +9 +0.2%
LJAC
2205
L.J. Altfest & Co
New York
$2.14M -$820K -1,566 -28%
ESBC
2206
E.S. Barr & Co
Kentucky
$2.14M +$49.7K +95 +2%
OA
2207
Oxbow Advisors
Texas
$2.14M -$5.76K -11 -0.3%
SWM
2208
Sculati Wealth Management
Michigan
$2.13M -$3.14K -6 -0.2%
APA
2209
Astoria Portfolio Advisors
New York
$2.12M +$24.1K +46 +1%
DWM
2210
Denver Wealth Management
Colorado
$2.12M +$126K +240 +7%
PCMC
2211
Private Capital Management (Colorado)
Colorado
$2.11M +$748K +1,430 +58%
MAWA
2212
Moss Adams Wealth Advisors
Washington
$2.11M +$46.6K +89 +2%
TRIA
2213
Trail Ridge Investment Advisors
Colorado
$2.11M -$164K -313 -7%
CWM
2214
CCG Wealth Management
California
$2.11M -$34K -65 -2%
IIA
2215
Integral Investment Advisors
California
$2.1M +$923K +1,764 +85%
CFA
2216
Capstone Financial Advisors
Illinois
$2.1M +$85.3K +163 +4%
GSB
2217
Greenfield Savings Bank
Massachusetts
$2.1M +$162K +309 +9%
JF
2218
JSF Financial
California
$2.1M +$13.1K +25 +0.7%
SIP
2219
Stoneridge Investment Partners
Pennsylvania
$2.09M +$47.6K +91 +2%
OFS
2220
OneAscent Financial Services
Alabama
$2.09M +$110K +211 +6%
SWM
2221
Selective Wealth Management
Virginia
$2.09M -$40.8K -78 -2%
DSA
2222
Droms Strauss Advisors
Missouri
$2.09M +$47.6K +91 +2%
FCB
2223
First County Bank
Connecticut
$2.08M -$2.86M -5,464 -59%
AWM
2224
Affinity Wealth Management
Delaware
$2.08M -$427K -816 -18%
MTC
2225
McDaniel Terry & Co
Texas
$2.08M – – –
87 88
89
90 91