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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
501
SteelPeak Wealth
California
$26.5M -$5.08M -12,802 -15%
WSFS
502
Wilmington Savings Fund Society
Delaware
$26.3M +$253K +637 +0.9%
RSWM
503
Robertson Stephens Wealth Management
California
$26.3M +$1.74M +4,387 +6%
CAI
504
Capital Advisors Inc
Oklahoma
$26.3M +$12M +30,183 +70%
CT
505
Caldwell Trust
Florida
$26.2M +$1.08M +2,723 +4%
CWP
506
Capital Wealth Planning
Florida
$26.1M +$5.01M +12,612 +17%
VFPI
507
Vantage Financial Partners (Illinois)
Illinois
$26.1M +$328K +826 +1%
JCM
508
Janney Capital Management
Pennsylvania
$26M +$27.4M +68,990 +1,753%
BSW
509
Buckingham Strategic Wealth
Missouri
$26M +$581K +1,463 +2%
WI
510
Wintrust Investments
Illinois
$26M -$715K -1,800 -3%
GFS
511
GYL Financial Synergies
Connecticut
$25.9M -$984K -2,478 -3%
LIA
512
LSP Investment Advisors
New York
$25.8M – – –
SFG
513
StrategIQ Financial Group
Indiana
$25.7M +$1.7M +4,289 +6%
EWM
514
Evermay Wealth Management
Virginia
$25.6M +$510K +1,283 +2%
CFSG
515
Clark Financial Services Group
Missouri
$25.5M +$28.3M +71,275 New
MA
516
MKT Advisors
California
$25.4M -$659K -1,659 -2%
CL
517
CPWM LLC
Washington
$25.4M +$577K +1,453 +2%
KHLMTHM
518
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$25.2M – – –
ZIM
519
Zacks Investment Management
Illinois
$24.9M +$7.09M +17,861 +34%
SNT
520
SIG North Trading
Pennsylvania
$24.8M +$27.6M +69,504 New
IFAM
521
Institutional & Family Asset Management
Colorado
$24.8M +$450K +1,133 +2%
ASN
522
Advisory Services Network
Georgia
$24.7M +$6.17M +15,542 +29%
BA
523
Birinyi Associates
Connecticut
$24.5M -$655K -1,650 -2%
BWM
524
BigSur Wealth Management
Florida
$24.4M +$568K +1,430 +2%
MIA
525
MMBG Investment Advisors
Florida
$24.3M – – –
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