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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
626
Krane Funds Advisors
New York
$36.7M +$15.8M +24,700 +80%
HCM
627
HMS Capital Management
Tennessee
$36.5M +$16.1M +25,174 +46%
CWP
628
Capital Wealth Planning
Florida
$36.5M -$250K -390 -0.7%
ACM
629
ADAR1 Capital Management
Texas
$36.4M +$20.5M +32,000 +141%
CA
630
Cullinan Associates
Kentucky
$36.4M -$4.82M -7,514 -12%
SWMG
631
Sanchez Wealth Management Group
Florida
$36.3M +$32.1K +50 +0.1%
DWT
632
Dorsey & Whitney Trust
South Dakota
$36.2M -$126K -197 -0.4%
RPGK
633
Retirement Planning Group (Kansas)
Kansas
$36.1M +$27.3M +42,520 +363%
CA
634
CoreCap Advisors
Michigan
$36.1M -$3.61M -5,624 -9%
CSP
635
Cary Street Partners
Virginia
$36.1M -$328K -512 -0.9%
SMC
636
Smith, Moore & Co
Missouri
$36M +$374K +584 +1%
EWM
637
Evermay Wealth Management
Virginia
$35.9M -$237K -369 -0.7%
FFN
638
Focus Financial Network
Minnesota
$35.7M +$3.02M +4,716 +10%
PWMAG
639
Pinnacle Wealth Management Advisory Group
New Jersey
$35.7M -$166K -259 -0.5%
RFP
640
Roth Financial Partners
Texas
$35.5M -$374K -584 -1%
WS
641
Wedbush Securities
California
$35.5M +$1M +1,566 +3%
TTWM
642
TCV Trust & Wealth Management
Virginia
$35.5M +$296K +462 +0.9%
MWM
643
Mission Wealth Management
California
$35.4M -$595K -928 -2%
BA
644
Birinyi Associates
Connecticut
$35.3M -$1.92K -3 -0%
BA
645
Bridgewater Advisors
New York
$35.2M +$753K +1,175 +2%
CIA
646
Capital Investment Advisors
Georgia
$35.1M +$2.31M +3,600 +7%
BWM
647
BigSur Wealth Management
Florida
$35.1M +$84K +131 +0.2%
FHC
648
First Heartland Consultants
Missouri
$35M +$7.03M +10,960 +26%
UBP
649
Union Bancaire Privee
Switzerland
$35M +$2.22M +3,466 +7%
HCM
650
Howland Capital Management
Massachusetts
$34.9M -$346K -539 -1%
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