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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SMC
276
Spider Management Company
Virginia
$105M +$5.27M +10,579 +6%
IAM
277
Iridian Asset Management
Connecticut
$105M – – –
SPIA
278
Steward Partners Investment Advisory
New York
$105M +$815K +1,637 +0.8%
SYBT
279
Stock Yards Bank & Trust
Kentucky
$105M +$93.1K +187 +0.1%
SFP
280
Shepherd Financial Partners
Massachusetts
$104M +$929K +1,865 +0.9%
PA
281
Pinnacle Associates
New York
$103M -$1.67M -3,363 -2%
FIA
282
Foundations Investment Advisors
Arizona
$103M +$5.86M +11,779 +6%
NPT
283
National Philanthropic Trust
Pennsylvania
$102M -$1.69M -3,391 -2%
NC
284
Naman Capital
Brazil
$102M +$102M +204,390 New
BPA
285
Beacon Pointe Advisors
California
$102M -$14.6M -29,254 -13%
CFB
286
Cullen/Frost Bankers
Texas
$101M -$4.43M -8,896 -4%
MW
287
MBL Wealth
North Carolina
$101M +$3.85M +7,739 +4%
DT
288
Diversified Trust
Tennessee
$99.6M +$2.37M +4,766 +3%
SI
289
Stephens Inc
Arkansas
$99.6M -$13.1M -26,311 -12%
BDWCC
290
B&D White Capital Company
Texas
$99.4M +$88.7M +178,185 +1,497%
ONB
291
Old National Bancorp
Indiana
$99.3M -$4.3M -8,633 -4%
AS
292
Akuna Securities
Illinois
$98.8M -$90.9M -182,513 -49%
AC
293
Allstate Corporation
Illinois
$98M +$1.16M +2,338 +1%
FWM
294
FFT Wealth Management
Pennsylvania
$97.5M -$310K -623 -0.3%
NEAM
295
New England Asset Management
Connecticut
$96.4M -$1.49M -3,000 -2%
SW
296
Simplicity Wealth
New Jersey
$95.8M +$93.1M +187,026 +14,115%
FTWA
297
Fifth Third Wealth Advisors
Ohio
$94.7M +$75.4M +151,532 +513%
CA
298
CV Advisors
Florida
$94.5M +$7.99M +16,039 +10%
MA
299
Montag & Associates
Georgia
$94.5M +$694K +1,393 +0.8%
TPSF
300
Texas Permanent School Fund
Texas
$94.3M +$13.7M +27,580 +18%
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