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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MYIA
526
Mount Yale Investment Advisors
Colorado
$55.3M +$53.6M +73,906 New
AGA
527
Arkos Global Advisors
Texas
$55.3M -$194K -267 -0.4%
GIA
528
Gladstone Institutional Advisory
Florida
$54.7M -$510K -703 -1%
LIA
529
Limestone Investment Advisors
New York
$54.5M +$45.8M +63,226 +645%
UBP
530
Union Bancaire Privee
Switzerland
$54.5M +$1.97M +2,721 +4%
SAI
531
Systematic Alpha Investments
New Jersey
$54.5M – – –
IIA
532
IPG Investment Advisors
California
$54.5M +$304K +419 +0.6%
KHLMTHM
533
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$54.4M +$7.8M +10,764 +17%
AC
534
Addison Capital
Pennsylvania
$54.3M +$1.85M +2,558 +4%
FRA
535
Frank Rimerman Advisors
California
$54.2M -$479K -660 -0.9%
MPPLM
536
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$54.1M +$3.34M +4,610 +7%
EPA
537
Element Pointe Advisors
Florida
$54M – – –
MWM
538
Mission Wealth Management
California
$53.9M +$11.5M +15,861 +28%
FHA
539
Flagship Harbor Advisors
Massachusetts
$53.7M +$1.91M +2,641 +4%
RSWM
540
Robertson Stephens Wealth Management
California
$53.4M -$385K -531 -0.7%
FSAG
541
Financial Solutions Advisory Group
Illinois
$53.4M -$1.1M -1,519 -2%
GKFF
542
George Kaiser Family Foundation
Oklahoma
$53.4M +$23.1M +31,890 +81%
PGCM
543
Prescott Group Capital Management
Oklahoma
$53.4M +$23.1M +31,890 +81%
GSWM
544
Golden State Wealth Management
California
$53.3M -$208K -287 -0.4%
PUI
545
Purpose Unlimited Inc
$53.2M -$319K -440 -0.6%
SYBT
546
Stock Yards Bank & Trust
Kentucky
$53.2M -$13.7M -18,930 -21%
MA
547
MSA Advisors
California
$52.9M -$4.3M -5,930 -8%
VAS
548
Vestmark Advisory Solutions
Massachusetts
$52.7M -$3.79M -5,232 -7%
TWP
549
Tyche Wealth Partners
Texas
$52.5M +$2.25M +3,098 +5%
SSA
550
Schonfeld Strategic Advisors
New York
$52.3M -$185M -255,350 -78%
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