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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
701
Palumbo Wealth Management
New York
$31.7M +$1.49M +2,328 +5%
RIA
702
Regal Investment Advisors
Michigan
$31.6M +$962K +1,501 +3%
BWP
703
BSW Wealth Partners
Colorado
$31.6M -$17.9K -28 -0.1%
CGF
704
Constant Guidance Financial
Massachusetts
$31.2M +$18.2M +28,430 +154%
AWM
705
Angeles Wealth Management
California
$31M +$1.85M +2,884 +7%
FCM
706
Firestone Capital Management
Florida
$30.9M +$631K +985 +2%
IFO
707
Independent Family Office
New York
$30.8M -$905K -1,412 -3%
PA
708
Parallel Advisors
California
$30.6M +$407K +635 +1%
ANB
709
Amarillo National Bank
Texas
$30.4M -$36.5K -57 -0.1%
PWW
710
Pettyjohn Wood & White
Virginia
$30.3M +$80.1K +125 +0.3%
MIFH
711
Migdal Insurance & Financial Holdings
Israel
$30.2M -$486K -758 -2%
TPSF
712
Texas Permanent School Fund
Texas
$30.2M -$15M -23,435 -34%
ACM
713
Advance Capital Management
Michigan
$30.1M -$1.27M -1,975 -4%
M
714
MOTCO
Texas
$30.1M -$402K -627 -1%
TMWM
715
Taylor & Morgan Wealth Management
Michigan
$30M +$309K +482 +1%
ET
716
Equitable Trust
Tennessee
$29.7M -$34K -53 -0.1%
AGM
717
Aragon Global Management
Florida
$29.7M – – –
GAB
718
German American Bancorp
Indiana
$29.6M -$923K -1,440 -3%
AMCA
719
Arthur M. Cohen & Associates
Illinois
$29.6M -$1.11M -1,727 -4%
LAS
720
LWM Advisory Services
Florida
$29.6M +$15.1M +23,573 +113%
KIA
721
KCM Investment Advisors
California
$29.4M +$268K +418 +1%
AWM
722
Avior Wealth Management
Nebraska
$29.4M +$1.28M +1,990 +5%
BWA
723
Burt Wealth Advisors
Maryland
$29.3M -$337K -525 -1%
HW
724
Hancock Whitney
Mississippi
$29.2M -$750K -1,170 -3%
FBFS
725
First Business Financial Services
Wisconsin
$29.2M -$131K -204 -0.5%
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