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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TTWM
676
TCV Trust & Wealth Management
Virginia
$25.6M +$200K +449 +0.8%
CA
677
Claro Advisors
Massachusetts
$25.5M +$1.11M +2,498 +5%
KWMG
678
King Wealth Management Group
Florida
$25.5M +$541K +1,214 +2%
TNBTD
679
Trustmark National Bank Trust Department
Mississippi
$25.5M -$193K -434 -0.8%
CCM
680
Condor Capital Management
New Jersey
$25.3M -$1.2M -2,701 -5%
IIA
681
IPG Investment Advisors
California
$25.2M -$5.45M -12,229 -19%
PCP
682
Proficio Capital Partners
Massachusetts
$25.1M -$1.73M -3,886 -7%
MSCM
683
McElhenny Sheffield Capital Management
Texas
$25M -$833K -1,870 -3%
KFC
684
Klingenstein Fields & Co
New York
$24.8M -$221K -495 -0.9%
ACA
685
Aptus Capital Advisors
Alabama
$24.7M +$1.6M +3,586 +7%
CWMU
686
Caliber Wealth Management (Utah)
Utah
$24.7M +$201K +452 +0.9%
BBWP
687
Beacon Bridge Wealth Partners
Pennsylvania
$24.6M -$1.26M -2,819 -5%
EC
688
Estate Counselors
Wisconsin
$24.5M +$16.9M +37,925 +277%
CWM
689
Calamos Wealth Management
Illinois
$24.5M -$1.23M -2,770 -5%
NAM
690
NorthCrest Asset Manangement
Minnesota
$24.3M +$2.37M +5,316 +12%
SL
691
Salomon & Ludwin
Virginia
$24.3M – – –
AWM
692
Apollon Wealth Management
South Carolina
$24.2M +$2.13M +4,779 +10%
SIM
693
Seaview Investment Managers
Florida
$24.2M +$5.32M +11,933 +31%
FCA
694
Fortis Capital Advisors
Kansas
$24.2M +$299K +671 +1%
AMCA
695
Arthur M. Cohen & Associates
Illinois
$24M -$645K -1,448 -3%
CFO
696
Callan Family Office
Pennsylvania
$23.9M -$2.79M -6,256 -11%
CWP
697
Capital Wealth Planning
Florida
$23.8M -$443K -995 -2%
GEA
698
Glen Eagle Advisors
New Jersey
$23.8M +$861K +1,933 +4%
CM
699
Crestline Management
Texas
$23.8M +$22.3M +50,000 New
BJL
700
Brighton Jones LLC
Washington
$23.8M +$1.13M +2,538 +5%
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