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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
651
Avestar Capital
New York
$35.2M +$8.19M +12,046 +29%
DWT
652
Dorsey & Whitney Trust
South Dakota
$35.1M -$236K -347 -0.6%
CFO
653
Callan Family Office
Pennsylvania
$34.7M +$521K +766 +1%
VCM
654
Virtue Capital Management
Tennessee
$34.6M -$14.3M -21,084 -28%
CA
655
Cresta Advisors
Texas
$34.6M +$2.51M +3,695 +7%
EWM
656
Evermay Wealth Management
Virginia
$34.6M -$383K -563 -1%
FTC
657
Farmers Trust Company
Ohio
$34.4M +$959K +1,411 +3%
FOTCLOO
658
Friends of the Cornell Lab of Ornithology
Connecticut
$34.3M +$1.49M +2,198 +4%
OFG
659
Oxford Financial Group
Indiana
$34.1M -$49K -72 -0.1%
CPP
660
Capasso Planning Partners
South Carolina
$34.1M -$2.26M -3,328 -6%
LMGAM
661
Liberty Mutual Group Asset Management
Massachusetts
$34M +$35.6M +52,300 New
CWP
662
Curated Wealth Partners
California
$33.8M +$97.2K +143 +0.3%
KWM
663
Kingsview Wealth Management
Oregon
$33.8M -$960K -1,412 -3%
CWA
664
Clarity Wealth Advisors
California
$33.6M +$139K +205 +0.4%
IAA
665
Ironsides Asset Advisors
North Carolina
$33.6M +$42.2K +62 +0.1%
GFL
666
Granite FO LLC
New Hampshire
$33.6M +$59.2K +87 +0.2%
MG
667
Meritage Group
California
$33.5M +$35.1M +51,554 New
DM
668
Diversified Management
Wisconsin
$33.5M +$74.1K +109 +0.2%
GWMR
669
GC Wealth Management RIA
Massachusetts
$33.4M +$4.24M +6,242 +14%
CA
670
Cullinan Associates
Kentucky
$33.3M -$3.86M -5,673 -10%
WHG
671
Westwood Holdings Group
Texas
$33.3M -$24.8M -36,437 -42%
JIM
672
JCP Investment Management
Texas
$33.2M +$10.8M +15,949 +46%
RWA
673
Redhawk Wealth Advisors
Minnesota
$33.2M +$3.14M +4,619 +10%
MWM
674
MTC Wealth Management
Florida
$33.2M -$5.24M -7,700 -13%
CIA
675
Capital Investment Advisors
Georgia
$33.1M -$737K -1,084 -2%
25 26
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