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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
376
Klingman & Associates
New York
$73M -$997K -1,744 -1%
AI
377
Atria Investments
North Carolina
$72.8M +$1.9M +3,328 +3%
VVP
378
Venture Visionary Partners
Ohio
$72.5M -$146K -255 -0.2%
HIIFS
379
Harel Insurance Investments & Financial Services
Israel
$72M +$28.2M +49,411 +74%
NEAM
380
New England Asset Management
Connecticut
$71.9M -$6.29M -11,000 -9%
BCI
381
Brinker Capital Investments
Pennsylvania
$71.9M -$7.26M -12,702 -10%
HTC
382
Haverford Trust Company
Pennsylvania
$71.7M +$7.06M +12,344 +12%
IA
383
IFG Advisors
Missouri
$71.5M +$1.46M +2,559 +2%
EWM
384
Evercore Wealth Management
New York
$71.4M +$58.9K +103 +0.1%
LDNAM
385
Lepercq De Neuflize Asset Management
New York
$71.2M – – –
JIC
386
Joel Isaacson & Co
New York
$70.5M -$1.53M -2,678 -2%
EDRH
387
Edmond de Rothschild Holding
Switzerland
$70.3M +$7.86M +13,750 +14%
CAM
388
CenterStar Asset Management
Illinois
$70M +$51.4M +89,951 +387%
NAM
389
NTV Asset Management
West Virginia
$70M +$798K +1,396 +1%
PFS
390
Prospera Financial Services
Texas
$69.8M +$5.1M +8,930 +9%
HC
391
Headland Capital
South Carolina
$69.3M +$3.75M +6,565 +6%
GC
392
Guggenheim Capital
Illinois
$68.9M -$58.4M -102,210 -48%
EML
393
Eos Management LP
New York
$68.4M – – –
KPWS
394
Kestra Private Wealth Services
Texas
$68.1M +$4.8M +8,403 +8%
USCWA
395
U.S. Capital Wealth Advisors
Texas
$67.9M +$1.58M +2,763 +3%
KFBMI
396
Kentucky Farm Bureau Mutual Insurance
Kentucky
$67.3M – – –
LC
397
Lavaca Capital
Texas
$67.3M +$165K +289 +0.3%
UFF
398
USA Financial Formulas
Michigan
$67.1M -$64.8M -113,341 -51%
PLU
399
Performa Ltd (US)
South Carolina
$66.9M +$189K +331 +0.3%
DWM
400
Dynasty Wealth Management
Florida
$66.8M -$12.3M -21,509 -17%
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