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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
LNWWM
476
Laird Norton Wetherby Wealth Management
California
$40.8M -$11.9K -26 -0%
LFS
477
Lutz Financial Services
Nebraska
$40.3M -$821K -1,789 -2%
ONB
478
Old National Bancorp
Indiana
$40.3M +$4.69M +10,206 +14%
RSWM
479
Robertson Stephens Wealth Management
California
$40.1M -$1.72M -3,747 -4%
KHLMTHM
480
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$40M +$609K +1,327 +2%
GFS
481
GYL Financial Synergies
Connecticut
$39.2M +$24.6M +53,531 +184%
SF
482
Summit Financial
New Jersey
$39.1M +$2.68M +5,827 +8%
AAM
483
American Asset Management
Florida
$39.1M -$6.27M -13,666 -14%
LWMM
484
Legacy Wealth Management (Mississippi)
Mississippi
$38.9M -$1.86M -4,045 -5%
BRWM
485
B. Riley Wealth Management
Tennessee
$38.7M +$2.13M +4,646 +6%
FDCDDQ
486
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38.5M +$440K +959 +1%
WI
487
Wintrust Investments
Illinois
$38.5M +$7.47M +16,262 +22%
LFG
488
Lazard Frères Gestion
France
$38.2M +$5.6M +12,205 +18%
PCWA
489
Pacific Capital Wealth Advisors
California
$38.1M +$7.08M +15,423 +24%
BHB
490
Bank Hapoalim BM
Israel
$38M -$316K -688 -0.9%
MWM
491
MTC Wealth Management
Florida
$37.8M +$654K +1,424 +2%
CA
492
Crewe Advisors
Utah
$37.7M +$1.84K +4 +0%
TFA
493
Trinity Financial Advisors
Ohio
$37.5M +$8.19M +17,836 +29%
SMFG
494
Sumitomo Mitsui Financial Group
Japan
$37.5M -$217M -473,166 -86%
JWCA
495
J.W. Cole Advisors
Florida
$37.2M +$1.54M +3,356 +4%
FC
496
Ferris Capital
Massachusetts
$37.1M -$336K -731 -0.9%
KP
497
Keel Point
Alabama
$37M -$2.94M -6,398 -8%
BFO
498
Boston Family Office
Massachusetts
$36.9M -$4.59K -10 -0%
WSFS
499
Wilmington Savings Fund Society
Delaware
$36.9M -$536K -1,168 -1%
BFM
500
Boothbay Fund Management
New York
$36.9M +$20.6M +44,802 +137%
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