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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
326
Petrus Trust Company
Texas
$64.1M +$19.6M +46,796 +48%
C
327
Certuity
Florida
$64M +$3.92M +9,335 +7%
AT
328
Arvest Trust
Oklahoma
$63.6M -$4.53M -10,792 -7%
EDRH
329
Edmond de Rothschild Holding
Switzerland
$63.1M -$2.31M -5,496 -4%
JPC
330
Jabodon PT Co
Nevada
$62.7M – – –
BF
331
BOK Financial
Oklahoma
$62.7M -$1.31M -3,123 -2%
SLT
332
St Louis Trust
Missouri
$62.5M -$2.69M -6,418 -4%
EML
333
Eos Management LP
New York
$62.1M +$23.3M +55,453 +65%
LWA
334
Lowe Wealth Advisors
Maryland
$61.8M -$347K -827 -0.6%
IA
335
IFG Advisory
Georgia
$61.7M +$25.4M +60,576 +77%
TTSTC
336
Texas Treasury Safekeeping Trust Company
Texas
$61.3M – – –
NW
337
NewEdge Wealth
Pennsylvania
$61.3M +$2.58M +6,139 +5%
HTC
338
Haverford Trust Company
Pennsylvania
$61M -$709K -1,690 -1%
FCI
339
Financial Counselors Inc
Kansas
$60.7M -$1.68M -4,006 -3%
KFGK
340
Keystone Financial Group (Kentucky)
Kentucky
$60.6M +$57.4M +136,683 New
AG
341
AIA Group
Hong Kong
$59.9M +$2.81M +6,700 +5%
EWM
342
Evercore Wealth Management
New York
$59.7M -$1.5M -3,565 -3%
MGIA
343
Moneta Group Investment Advisors
Missouri
$59.4M -$4.53M -10,799 -7%
LNC
344
Lincoln National Corp
Pennsylvania
$59M +$846K +2,016 +2%
UCFA
345
United Capital Financial Advisors
Texas
$58.3M -$2.57M -6,113 -4%
CAI
346
Capital Advisors Inc
Oklahoma
$58.2M +$35.5M +84,504 +180%
JGC
347
J. Goldman & Co
New York
$58.1M +$42.1M +100,275 +326%
FAG
348
Financial Advisory Group
Texas
$58M -$1.35M -3,207 -2%
GWM
349
Geneos Wealth Management
Colorado
$58M +$9.42M +22,444 +21%
CA
350
CSM Advisors
Pennsylvania
$57.4M -$63K -150 -0.1%
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