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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
326
Allworth Financial
California
$65.8M -$994K -2,235 -1%
KP
327
Keel Point
Alabama
$65.7M +$1.45M +3,249 +2%
NW
328
NewEdge Wealth
Pennsylvania
$64.4M +$5.55M +12,484 +9%
MMA
329
Mizuho Markets Americas
New York
$64.3M -$891M -2,002,898 -93%
GT
330
Glenview Trust
Kentucky
$64.1M +$1.5M +3,383 +2%
C
331
Certuity
Florida
$63.5M +$1.89M +4,255 +3%
MHS
332
M Holdings Securities
Oregon
$63.4M +$12.1M +27,209 +22%
VFG
333
V2 Financial group
Illinois
$63.3M -$7.69M -17,293 -10%
RC
334
RBF Capital
California
$62.9M – – –
GEM
335
Global Endowment Management
North Carolina
$62.8M – – –
SLT
336
St Louis Trust
Missouri
$62.1M +$1.92M +4,309 +3%
PTC
337
Petrus Trust Company
Texas
$61.8M – – –
CA
338
CSM Advisors
Pennsylvania
$61.7M +$66.7K +150 +0.1%
NRA
339
NSI Retail Advisors
Pennsylvania
$61.7M +$66.7K +150 +0.1%
PGA
340
Portland Global Advisors
Maine
$61.4M -$1.07M -2,408 -2%
EDRH
341
Edmond de Rothschild Holding
Switzerland
$61.3M +$452K +1,017 +0.7%
JPC
342
Jabodon PT Co
Nevada
$60.5M – – –
EML
343
Eos Management LP
New York
$59.9M – – –
HTC
344
Haverford Trust Company
Pennsylvania
$59.7M +$898K +2,020 +1%
FCI
345
Financial Counselors Inc
Kansas
$59.5M +$1.01M +2,271 +2%
TTSTC
346
Texas Treasury Safekeeping Trust Company
Texas
$59.2M – – –
LWA
347
Lowe Wealth Advisors
Maryland
$59.1M -$519K -1,166 -0.8%
WAS
348
Wealth Advisory Solutions
Indiana
$59.1M +$26.4M +59,444 +83%
AT
349
Arvest Trust
Oklahoma
$59M -$380K -854 -0.6%
BAM
350
Belpointe Asset Management
Nevada
$59M +$8.19M +18,407 +15%
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