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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
326
MBL Wealth
North Carolina
$53.3M +$4.33M +10,566 +8%
SRG
327
SBB Research Group
Illinois
$52.7M -$973K -2,375 -2%
CAG
328
Curtis Advisory Group
California
$52.5M -$26.4M -64,477 -32%
BFM
329
Boothbay Fund Management
New York
$52.5M +$49.1M +119,941 +622%
FAG
330
Financial Advisory Group
Texas
$52.1M -$334K -816 -0.6%
SPIA
331
Steward Partners Investment Advisory
New York
$51.6M -$3.17M -7,748 -5%
ACM
332
Advent Capital Management
New York
$50.9M +$55.3M +135,000 New
FCI
333
Financial Counselors Inc
Kansas
$50.8M -$217K -529 -0.4%
HTC
334
Haverford Trust Company
Pennsylvania
$50.2M +$938K +2,289 +2%
GWM
335
Geneos Wealth Management
Colorado
$49.7M +$11.8M +28,873 +28%
AWS
336
Atria Wealth Solutions
New York
$49.7M -$18.3M -44,661 -25%
TA
337
Tiedemann Advisors
New York
$49.6M +$3.33M +8,120 +7%
AAS
338
Avantax Advisory Services
Texas
$49.5M +$2.86M +6,981 +6%
ACM
339
Axel Capital Management
New York
$49.5M +$53.7M +131,100 New
BBNA
340
Bremer Bank National Association
Minnesota
$49.4M +$4.98M +12,145 +10%
TF
341
Trek Financial
Arizona
$49.3M -$66M -161,014 -55%
C
342
Certuity
Florida
$49.2M +$1.3M +3,175 +2%
KA
343
Klingman & Associates
New York
$48.6M -$210K -513 -0.4%
CFG
344
Citizens Financial Group
Rhode Island
$48.3M -$3.85M -9,387 -7%
KFGK
345
Keystone Financial Group (Kentucky)
Kentucky
$48.3M -$2.07M -5,057 -4%
EWM
346
Evercore Wealth Management
New York
$48.2M -$1.67M -4,065 -3%
CGA
347
Crescent Grove Advisors
Illinois
$48.1M +$8.79M +21,454 +20%
VVP
348
Venture Visionary Partners
Ohio
$48M +$1.46M +3,576 +3%
WJWM
349
Williams Jones Wealth Management
New York
$47.9M -$1.08M -2,635 -2%
JPC
350
Jabodon PT Co
Nevada
$47.8M – – –
12 13
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