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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
726
MKT Advisors
California
$34.7M -$1.8M -2,480 -5%
BWP
727
BSW Wealth Partners
Colorado
$34.7M +$77.6K +107 +0.2%
IFO
728
Independent Family Office
New York
$34.5M -$7.25K -10 -0%
FT
729
Fiduciary Trust
Massachusetts
$34.4M +$729K +1,005 +2%
NFG
730
Nations Financial Group
Iowa
$34.3M +$565K +779 +2%
SI
731
Seeds Investor
New York
$34.3M +$23.1M +31,913 +227%
MNBTD
732
Moody National Bank Trust Division
Texas
$34M +$109K +151 +0.3%
NS
733
NBC Securities
Alabama
$34M -$2.19M -3,026 -6%
TAM
734
Tocqueville Asset Management
New York
$34M -$155K -214 -0.5%
HT
735
Heritage Trust
Oklahoma
$34M +$473K +652 +1%
VCM
736
Vavra Capital Management
Pennsylvania
$33.9M -$56.6K -78 -0.2%
CIC
737
Carnegie Investment Counsel
Ohio
$33.8M -$6.62M -9,126 -17%
TAM
738
Titleist Asset Management
Texas
$33.8M +$2.19M +3,017 +7%
AMCA
739
Arthur M. Cohen & Associates
Illinois
$33.8M -$216K -298 -0.7%
GFL
740
Granite FO LLC
New Hampshire
$33.7M -$4.68M -6,461 -13%
BFO
741
Boston Family Office
Massachusetts
$33.7M +$639K +881 +2%
ANB
742
Amarillo National Bank
Texas
$33.6M -$57.3K -79 -0.2%
AGM
743
Aragon Global Management
Florida
$33.3M – – –
FCM
744
Firestone Capital Management
Florida
$33.3M +$526K +726 +2%
KWM
745
Kingsview Wealth Management
Oregon
$33.2M -$5.41M -7,456 -14%
PAS
746
PKS Advisory Services
New York
$33M -$123K -170 -0.4%
1GI
747
180 GPS Investments
$32.9M +$31.9M +44,056 New
CA
748
CoreCap Advisors
Michigan
$32.8M +$167K +230 +0.5%
FBFS
749
First Business Financial Services
Wisconsin
$32.6M -$50.8K -70 -0.2%
M
750
MOTCO
Texas
$32.5M -$72.5K -100 -0.2%
28 29
30
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