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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
401
Sequoia Financial Advisors
Ohio
$47M +$26.7M +63,595 +150%
CA
402
Cambridge Associates
Massachusetts
$46.4M +$620K +1,477 +1%
MFG
403
Merit Financial Group
Georgia
$46.1M +$4.96M +11,813 +13%
MPPLM
404
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$45.9M +$15.3M +36,469 +54%
TA
405
Tiedemann Advisors
New York
$45.8M +$334K +797 +0.8%
OAC
406
OMERS Administration Corp
Ontario, Canada
$45.8M – – –
FTC
407
Farmers Trust Company
Ohio
$45.7M -$3.46M -8,250 -7%
JIC
408
Joel Isaacson & Co
New York
$45.6M -$447K -1,064 -1%
RFC
409
Regions Financial Corp
Alabama
$45.5M -$1.85M -4,404 -4%
AIM
410
Allen Investment Management
New York
$45.1M -$15.9M -37,929 -27%
GIA
411
Gladstone Institutional Advisory
Florida
$44.9M +$1.31M +3,117 +3%
ATFA
412
All Terrain Financial Advisors
Minnesota
$44.9M -$227K -542 -0.5%
DJFS
413
Dean Jacobson Financial Services
Texas
$44.5M -$166K -396 -0.4%
TSS
414
Two Sigma Securities
New York
$44.5M +$630K +1,501 +2%
SAMT
415
Select Asset Management & Trust
Pennsylvania
$44.4M +$7.48M +17,813 +22%
FWTB
416
First Western Trust Bank
Colorado
$44.4M -$815K -1,942 -2%
BCM
417
Becker Capital Management
Oregon
$44.2M +$2.65M +6,312 +7%
SW
418
SteelPeak Wealth
California
$44.1M +$6.4M +15,252 +18%
GRP
419
Global Retirement Partners
California
$44.1M +$301K +717 +0.7%
BBNA
420
Bremer Bank National Association
Minnesota
$43.9M -$2.38M -5,661 -5%
BT
421
Brandywine Trust
Delaware
$43.8M +$15.5M +36,881 +60%
SMFG
422
Sumitomo Mitsui Financial Group
Japan
$43.6M -$1.1M -2,628 -3%
WCAMG
423
Woodard & Company Asset Management Group
North Carolina
$43.6M +$55.8K +133 +0.1%
FIA
424
Foundations Investment Advisors
Arizona
$43.5M +$13.6M +32,458 +49%
WRTC
425
Wind River Trust Company
Wyoming
$43.4M -$954K -2,273 -2%
15 16
17
18 19