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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
476
Waldron Private Wealth
Pennsylvania
$49.3M -$428K -729 -0.8%
GWM
477
Greenhouse Wealth Management
Connecticut
$49.1M -$3.34M -5,677 -6%
CAG
478
Curtis Advisory Group
California
$49M -$17.2M -29,314 -25%
RSWM
479
Robertson Stephens Wealth Management
California
$48.9M -$8.52M -14,500 -14%
PW
480
Potentia Wealth
California
$48.6M +$418K +712 +0.8%
CA
481
Cumberland Advisors
Florida
$48.5M -$1.45M -2,469 -3%
FMI
482
Factory Mutual Insurance
Massachusetts
$48.4M +$793K +1,350 +2%
STA
483
Summit Trail Advisors
New York
$48.3M +$4.76M +8,095 +10%
FNT
484
First National Trust
Pennsylvania
$48.2M -$8.13M -13,832 -14%
IWM
485
IHT Wealth Management
Illinois
$48.1M -$3.85M -6,556 -7%
FFA
486
Farther Finance Advisors
California
$47.5M +$17.5M +29,775 +54%
NHC
487
Nicholas Hoffman & Company
Georgia
$46.9M -$90.5K -154 -0.2%
CW
488
CreativeOne Wealth
Kansas
$46.9M -$2.02M -3,433 -4%
SB
489
Simmons Bank
Arkansas
$46.8M -$1.05M -1,792 -2%
CPIG
490
Chicago Partners Investment Group
Illinois
$46.5M -$1.17M -1,990 -2%
GIA
491
Gladstone Institutional Advisory
Florida
$46.5M -$208K -354 -0.4%
UCFA
492
United Capital Financial Advisors
Texas
$46.4M -$1.78M -3,030 -4%
ACA
493
Aptus Capital Advisors
Alabama
$46.1M -$747K -1,271 -2%
AFO
494
Allie Family Office
Florida
$46M +$740K +1,259 +2%
ABTD
495
Arvest Bank Trust Division
Oklahoma
$45.7M -$6.65M -11,309 -12%
CIS
496
Connors Investor Services
Pennsylvania
$45.6M -$5.29M -8,997 -10%
M
497
MATAURO
New York
$45.5M +$10.2M +17,375 +27%
AIP
498
Arrowpoint Investment Partners
Singapore
$45.3M +$47.6M +80,972 New
ACM
499
AUA Capital Management
Pennsylvania
$45.2M +$975K +1,659 +2%
CMAI
500
Capital Management Associates Inc
Minnesota
$45.2M +$25.4M +43,140 +114%
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