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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AMCA
676
Arthur M. Cohen & Associates
Illinois
$26.5M +$11K +22 +0%
SMC
677
Smith, Moore & Co
Missouri
$26.4M +$370K +743 +1%
CA
678
Claro Advisors
Massachusetts
$26.4M -$1.58M -3,164 -6%
SIAG
679
Safeguard Investment Advisory Group
California
$26.3M +$1.91M +3,842 +8%
RL
680
Retireful LLC
Michigan
$26.3M +$14.4M +28,851 +135%
GEA
681
Glen Eagle Advisors
New Jersey
$26.2M +$34.4K +69 +0.1%
CWP
682
Capital Wealth Planning
Florida
$26.2M -$19.4K -39 -0.1%
CM
683
Crestline Management
Texas
$26.2M – – –
CF
684
Copperwynd Financial
Arizona
$25.9M +$1.3M +2,607 +6%
TA
685
TrueWealth Advisors
Alabama
$25.8M -$3.37M -6,775 -12%
JGC
686
J. Goldman & Co
New York
$25.8M +$15.8M +31,733 +180%
BJL
687
Brighton Jones LLC
Washington
$25.8M -$340K -682 -1%
FTS
688
Fifth Third Securities
Ohio
$25.8M -$2.62M -5,255 -10%
OFG
689
Oxford Financial Group
Indiana
$25.7M +$198K +397 +0.8%
PWMAG
690
Pinnacle Wealth Management Advisory Group
New Jersey
$25.7M -$131K -263 -0.5%
ACH
691
Axis Capital Holdings
$25.7M – – –
AP
692
Archon Partners
New Jersey
$25.7M – – –
FCP
693
Fidelis Capital Partners
Florida
$25.7M +$2.75M +5,526 +13%
VFPI
694
Vantage Financial Partners (Illinois)
Illinois
$25.5M -$4.38M -8,802 -15%
IFO
695
Independent Family Office
New York
$25.5M +$1.99K +4 +0%
AFS
696
Aft Forsyth & Sober
Florida
$25.4M -$498K -1,000 -2%
KIA
697
KCM Investment Advisors
California
$25.4M -$191K -383 -0.8%
LFG
698
Lazard Frères Gestion
France
$25.4M +$299K +601 +1%
HCM
699
Helios Capital Management
Singapore
$25.1M – – –
FCA
700
Fortis Capital Advisors
Kansas
$25.1M -$1.44M -2,887 -6%
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