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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
KWMG
501
King Wealth Management Group
Florida
$60.1M -$577K -796 -1%
PW
502
Potentia Wealth
California
$59.9M -$3.45M -4,754 -6%
CG
503
Caprock Group
Idaho
$59.9M +$1.77M +2,440 +3%
LCM
504
LuminArx Capital Management
New York
$59.7M +$41.7M +57,500 +256%
S
505
SignatureFD
Georgia
$59.5M +$1.45M +2,001 +3%
AGC
506
Aspen Grove Capital
Colorado
$59.3M +$38.4K +53 +0.1%
PA
507
Prairie Advisory
Kansas
$59.3M +$57.5M +79,367 New
GIC
508
Generali Investments CEE
Czech Republic
$59.1M – – –
FNT
509
First National Trust
Pennsylvania
$59M +$706K +974 +1%
HCM
510
Hengehold Capital Management
Ohio
$58.3M +$2.74M +3,784 +5%
ARC
511
Advisor Resource Council
Texas
$58.2M +$739K +1,019 +1%
WHG
512
Westwood Holdings Group
Texas
$58.1M +$19.3M +26,636 +52%
SCC
513
Seal Cove Capital
California
$58M -$638K -880 -1%
VA
514
Valor Advisors
Florida
$57.6M -$2.41M -3,319 -4%
FLPIM
515
F.L. Putnam Investment Management
Massachusetts
$57.4M +$81.9K +113 +0.1%
IA
516
IFP Advisors
Florida
$57.4M -$8.65M -11,928 -13%
KC
517
Kaleidoscope Capital
Massachusetts
$57.3M +$141K +194 +0.3%
GIO
518
Galilei Investment Office
United Kingdom
$57.3M – – –
MIG
519
Mariner Investment Group
New York
$57.1M +$55.4M +76,475 New
GVAG
520
Great Valley Advisor Group
Delaware
$57.1M +$2.94M +4,049 +6%
OAM
521
Oppenheimer Asset Management
New York
$56.6M -$1.41M -1,944 -2%
ABTD
522
Arvest Bank Trust Division
Oklahoma
$56.2M -$2.03M -2,804 -4%
RG
523
Rathbones Group
United Kingdom
$55.6M +$222K +306 +0.4%
VA
524
VestGen Advisors
Illinois
$55.4M -$9.67M -13,339 -15%
HPC
525
Hobart Private Capital
North Carolina
$55.3M +$17.2M +23,744 +47%
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