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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
701
Regal Investment Advisors
Michigan
$31.6M +$962K +1,501 +3%
BWP
702
BSW Wealth Partners
Colorado
$31.6M -$17.9K -28 -0.1%
CGF
703
Constant Guidance Financial
Massachusetts
$31.2M +$18.2M +28,430 +154%
AWM
704
Angeles Wealth Management
California
$31M +$1.85M +2,884 +7%
FCM
705
Firestone Capital Management
Florida
$30.9M +$631K +985 +2%
IFO
706
Independent Family Office
New York
$30.8M -$905K -1,412 -3%
PA
707
Parallel Advisors
California
$30.6M +$407K +635 +1%
ANB
708
Amarillo National Bank
Texas
$30.4M -$36.5K -57 -0.1%
PWW
709
Pettyjohn Wood & White
Virginia
$30.3M +$80.1K +125 +0.3%
MIFH
710
Migdal Insurance & Financial Holdings
Israel
$30.2M -$486K -758 -2%
TPSF
711
Texas Permanent School Fund
Texas
$30.2M -$15M -23,435 -34%
ACM
712
Advance Capital Management
Michigan
$30.1M -$1.27M -1,975 -4%
M
713
MOTCO
Texas
$30.1M -$402K -627 -1%
TMWM
714
Taylor & Morgan Wealth Management
Michigan
$30M +$309K +482 +1%
ET
715
Equitable Trust
Tennessee
$29.7M -$34K -53 -0.1%
AGM
716
Aragon Global Management
Florida
$29.7M – – –
GAB
717
German American Bancorp
Indiana
$29.6M -$923K -1,440 -3%
AMCA
718
Arthur M. Cohen & Associates
Illinois
$29.6M -$1.11M -1,727 -4%
LAS
719
LWM Advisory Services
Florida
$29.6M +$15.1M +23,573 +113%
KIA
720
KCM Investment Advisors
California
$29.4M +$268K +418 +1%
AWM
721
Avior Wealth Management
Nebraska
$29.4M +$1.28M +1,990 +5%
BWA
722
Burt Wealth Advisors
Maryland
$29.3M -$337K -525 -1%
HW
723
Hancock Whitney
Mississippi
$29.2M -$750K -1,170 -3%
FBFS
724
First Business Financial Services
Wisconsin
$29.2M -$131K -204 -0.5%
PWA
725
Provenance Wealth Advisors
Florida
$29.1M -$83.3K -130 -0.3%
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