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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WRTC
526
Wind River Trust Company
Wyoming
$31.2M +$3.02M +6,778 +11%
CL
527
Choreo LLC
Illinois
$31.1M -$1.07M -2,414 -3%
AC
528
ASB Consultores
Florida
$30.8M +$20.2M +45,474 +199%
CCM
529
Condor Capital Management
New Jersey
$30.8M -$1.06M -2,386 -3%
MIA
530
MMBG Investment Advisors
Florida
$30.8M +$1.41M +3,167 +5%
WAP
531
Wealthcare Advisory Partners
Pennsylvania
$30.7M -$3.07M -6,898 -9%
NWM
532
NEIRG Wealth Management
Massachusetts
$30.4M +$653K +1,467 +2%
BWM
533
BigSur Wealth Management
Florida
$30.3M -$223K -500 -0.7%
VF
534
Virtu Financial
New York
$30.2M -$15.1M -33,881 -34%
SFG
535
StrategIQ Financial Group
Indiana
$30.1M +$1.96M +4,407 +7%
CWP
536
Capital Wealth Planning
Florida
$30M +$624K +1,401 +2%
ANB
537
Amarillo National Bank
Texas
$29.9M +$3.08M +6,912 +12%
FFBTD
538
First Financial Bank - Trust Division
Ohio
$29.7M +$95.3K +214 +0.3%
KAH
539
Kathryn A. Hall
$29.6M – – –
KPF
540
K2 Principal Fund
Ontario, Canada
$29.6M +$29.2M +65,553 New
PFS
541
Prospera Financial Services
Texas
$29.6M -$4.43M -9,954 -13%
TCA
542
Taconic Capital Advisors
New York
$29.6M +$29.2M +65,500 New
AL
543
Aspiriant LLC
California
$29.6M +$126K +284 +0.4%
TIAM2
544
Tru Independence Asset Management 2
Oregon
$29.3M +$27.7M +62,169 +2,235%
CHAM
545
Clear Harbor Asset Management
Connecticut
$29.1M +$583K +1,310 +2%
IC
546
Inscription Capital
Texas
$29.1M -$370K -830 -1%
AFS
547
AFG Fiduciary Services
Massachusetts
$29.1M -$3.91M -8,776 -12%
DBIA
548
Dumont & Blake Investment Advisors
New Jersey
$29M +$135K +304 +0.5%
BSW
549
Buckingham Strategic Wealth
Missouri
$28.9M +$1.81M +4,071 +7%
SPIO
550
Seven Post Investment Office
California
$28.7M +$3.37M +7,563 +13%
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