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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
626
Bristlecone Advisors
Washington
$18.3M +$10.3M +25,065 +107%
GEA
627
Glen Eagle Advisors
New Jersey
$18.3M +$787K +1,921 +4%
SCA
628
Snowden Capital Advisors
New York
$18.3M +$4.76M +11,622 +32%
FEM
629
Fulcrum Equity Management
Texas
$18.3M -$5.56M -13,561 -22%
CAM
630
CenterStar Asset Management
Illinois
$18.2M – – –
AP
631
Archon Partners
New Jersey
$18.1M +$2.46M +6,000 +14%
FT
632
Fiduciary Trust
Massachusetts
$18.1M -$327K -798 -2%
IAN
633
Integrated Advisors Network
Texas
$17.9M -$2.54M -6,209 -12%
KWM
634
Keebeck Wealth Management
Illinois
$17.9M -$33.2K -81 -0.2%
ODG
635
O'Dell Group
Ohio
$17.8M -$438K -1,069 -2%
WFO
636
Wealthgate Family Office
Colorado
$17.8M -$177K -431 -0.9%
BWAM
637
Boyd Watterson Asset Management
Ohio
$17.8M – – –
TSW
638
Thompson Siegel & Walmsley
Virginia
$17.7M -$588K -1,436 -3%
HW
639
Hancock Whitney
Mississippi
$17.7M +$2.43M +5,932 +14%
TC
640
Titleist Capital
Texas
$17.7M +$3.56M +8,699 +23%
CA
641
Claro Advisors
Massachusetts
$17.7M +$6.29M +15,362 +49%
CGL
642
Clarius Group LLC
Washington
$17.6M +$772K +1,884 +4%
SWIG
643
Strategic Wealth Investment Group
Kentucky
$17.6M -$859K -2,097 -4%
JFL
644
Jarislowsky, Fraser Ltd
Quebec, Canada
$17.6M -$293K -714 -2%
AWM
645
Aprio Wealth Management
Georgia
$17.5M -$413K -1,009 -2%
MIFH
646
Migdal Insurance & Financial Holdings
Israel
$17.5M -$5.63M -13,741 -23%
TCBWMS
647
Texas Capital Bank Wealth Management Services
Texas
$17.5M +$655K +1,598 +4%
ATC
648
Adirondack Trust Company
New York
$17.5M +$321K +783 +2%
SC
649
Sepio Capital
Utah
$17.4M -$111K -270 -0.6%
ST
650
Sentinel Trust
Texas
$17.4M -$693K -1,692 -4%
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