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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
526
Scharf Investments
California
$26M +$17.4M +45,356 +200%
SPIO
527
Seven Post Investment Office
California
$25.9M +$858K +2,233 +3%
GFS
528
GYL Financial Synergies
Connecticut
$25.7M -$2.01M -5,233 -7%
TCA
529
Taconic Capital Advisors
New York
$25.7M +$25.9M +67,300 New
MPI
530
Mairs & Power Inc
Minnesota
$25.5M +$19.1M +49,596 +291%
WSFS
531
Wilmington Savings Fund Society
Delaware
$25.5M -$2.73M -7,110 -10%
BWM
532
BigSur Wealth Management
Florida
$25.3M -$757K -1,970 -3%
CHAM
533
Clear Harbor Asset Management
Connecticut
$25.3M +$442K +1,151 +2%
LAM
534
Lifestyle Asset Management
Texas
$25.3M +$25.4M +66,165 New
CL
535
Choreo LLC
Illinois
$25.3M -$700K -1,821 -3%
LC
536
Lindbrook Capital
California
$25.2M +$8.67M +22,546 +52%
WAS
537
Wealth Advisory Solutions
Indiana
$25.1M +$648K +1,686 +3%
KAH
538
Kathryn A. Hall
$25.1M – – –
BA
539
Birinyi Associates
Connecticut
$25.1M -$1.18M -3,080 -4%
AIMCA
540
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$25.1M +$25.2M +65,530 New
MIA
541
MMBG Investment Advisors
Florida
$24.7M -$1.34M -3,482 -5%
RFP
542
Roth Financial Partners
Texas
$24.6M -$267K -694 -1%
IC
543
Inscription Capital
Texas
$24.6M +$18.8K +49 +0.1%
AFS
544
AFG Fiduciary Services
Massachusetts
$24.6M +$134K +349 +0.5%
CWM
545
Calamos Wealth Management
Illinois
$24.4M +$1.2M +3,127 +5%
RAG
546
RIA Advisory Group
Iowa
$24.4M +$24.8M +64,575 New
ANB
547
Amarillo National Bank
Texas
$24.4M -$443K -1,153 -2%
RWP
548
RWA Wealth Partners
Massachusetts
$24.4M +$248K +646 +1%
AWM
549
Axxcess Wealth Management
California
$24.3M +$14.2M +37,047 +140%
FFBTD
550
First Financial Bank - Trust Division
Ohio
$24.2M +$183K +477 +0.8%
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