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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
IAN
551
Integrated Advisors Network
Texas
$17.6M +$10.1M +34,610 +154%
TTWM
552
TCV Trust & Wealth Management
Virginia
$17.6M +$2.05M +7,018 +14%
SIM
553
Strategic Investment Management
Virginia
$17.5M +$4.25M +14,513 +34%
WPW
554
Waldron Private Wealth
Pennsylvania
$17.4M -$463K -1,581 -3%
K
555
Kemper
Illinois
$17.4M – – –
SW
556
SteelPeak Wealth
California
$17.3M -$142K -486 -0.9%
MFW
557
Meristem Family Wealth
Minnesota
$17.3M -$944K -3,226 -5%
VCM
558
Vivaldi Capital Management
Illinois
$17.3M +$1.24M +4,246 +9%
BHB
559
Bank Hapoalim BM
Israel
$17.2M +$598K +2,044 +4%
ETC
560
Exchange Traded Concepts
Oklahoma
$17.1M -$1.83M -6,250 -10%
NFC
561
Northeast Financial Consultants
Connecticut
$17.1M +$1.99M +6,782 +14%
BPCE
562
Bank Pictet & Cie (Europe)
Germany
$17.1M +$254K +867 +2%
CCM
563
Chilton Capital Management
Texas
$17.1M -$1.07M -3,664 -6%
TC
564
Trilogy Capital
California
$17M -$42.1K -144 -0.3%
MFS
565
Monetta Financial Services
Illinois
$17M – – –
EWA
566
Evolution Wealth Advisors
Florida
$16.9M -$3.29M -11,241 -17%
SI
567
SimpliFi Inc
California
$16.9M +$7.78M +26,574 +94%
AIM
568
Allen Investment Management
New York
$16.8M +$6.32M +21,578 +66%
ECML
569
Eagle Capital Management (Louisiana)
Louisiana
$16.7M +$15.8M +54,131 New
KWMG
570
King Wealth Management Group
Florida
$16.6M -$347K -1,185 -2%
SS
571
Simplicity Solutions
Minnesota
$16.6M -$2.78M -9,486 -15%
BFG
572
Barber Financial Group
Kansas
$16.6M +$9.52M +32,511 +153%
VWA
573
V Wealth Advisors
Kansas
$16.5M +$1.67M +5,696 +12%
PFA
574
Pettinga Financial Advisors
Indiana
$16.5M +$3M +10,237 +24%
TSW
575
Thompson Siegel & Walmsley
Virginia
$16.4M -$731K -2,499 -4%
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