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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
701
WestEnd Advisors
North Carolina
$31.3M +$27.6M +46,803 +702%
MSCM
702
McElhenny Sheffield Capital Management
Texas
$31.3M -$516K -876 -2%
MAS
703
MPWM Advisory Solutions
Georgia
$31.3M +$31.5M +53,423 New
TPSF
704
Texas Permanent School Fund
Texas
$31.2M +$25.8M +43,723 +462%
GEA
705
Glen Eagle Advisors
New Jersey
$31.2M +$1.55M +2,626 +5%
OC
706
Oakmont Corp
California
$31.1M +$31.3M +53,101 New
KWMG
707
King Wealth Management Group
Florida
$31.1M +$285K +483 +0.9%
FHC
708
First Heartland Consultants
Missouri
$31M +$1.22M +2,073 +4%
HCM
709
Helios Capital Management
Singapore
$30.8M – – –
SMC
710
Smith, Moore & Co
Missouri
$30.7M +$427K +724 +1%
CWP
711
Capital Wealth Planning
Florida
$30.7M +$138K +234 +0.4%
KCP
712
Kera Capital Partners
California
$30.7M +$30.8M +52,320 New
CG
713
Caprock Group
Idaho
$30.6M -$14.7K -25 -0%
PWMAG
714
Pinnacle Wealth Management Advisory Group
New Jersey
$30.6M +$584K +991 +2%
MWM
715
Mission Wealth Management
California
$30.5M +$3.2M +5,435 +12%
TNBTD
716
Trustmark National Bank Trust Department
Mississippi
$30.5M -$65.4K -111 -0.2%
WC
717
Westwind Capital
New Mexico
$30.4M +$29.4M +49,917 +2,464%
SEM
718
Strategic Equity Management
Arizona
$30.3M +$1.75M +2,965 +6%
OP
719
ORG Partners
Indiana
$30.2M +$17.7M +30,012 +140%
DWT
720
Dorsey & Whitney Trust
South Dakota
$30.2M -$6M -10,180 -17%
GA
721
GFS Advisors
Texas
$30.2M +$30.3M +51,472 New
CFO
722
Callan Family Office
Pennsylvania
$30.2M -$3.64M -6,185 -11%
PWM
723
Palumbo Wealth Management
New York
$30.1M +$6.69M +11,348 +28%
BFO
724
Boston Family Office
Massachusetts
$30.1M -$3.57M -6,051 -11%
MWM
725
MTC Wealth Management
Florida
$30.1M -$1.04M -1,768 -3%
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