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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
726
Congress Wealth Management
Massachusetts
$23.7M +$1.99M +4,001 +10%
MHWM
727
Montz Harcus Wealth Management
Louisiana
$23.7M -$322K -646 -1%
CWA
728
Clarity Wealth Advisors
California
$23.7M +$591K +1,188 +3%
ECM
729
ExodusPoint Capital Management
New York
$23.7M +$22.5M +45,226 New
PD
730
Point72 (DIFC)
United Arab Emirates
$23.6M +$22.4M +45,087 New
SCM
731
Shelton Capital Management
Colorado
$23.6M +$297K +596 +1%
FNC
732
First National Corp
Massachusetts
$23.5M – – –
LFASL
733
Lugano Financial Advisors SA (LFA)
Switzerland
$23.5M +$547K +1,098 +3%
ECML
734
Eagle Capital Management (Louisiana)
Louisiana
$23.4M -$179K -359 -0.8%
ITIM
735
Indiana Trust & Investment Management
Indiana
$23.4M +$157K +316 +0.7%
AGM
736
Aragon Global Management
Florida
$23.3M – – –
AWA
737
Arkadios Wealth Advisors
Georgia
$23.3M -$5.79M -11,626 -21%
FBFS
738
First Business Financial Services
Wisconsin
$23M -$216K -434 -1%
PWW
739
Pettyjohn Wood & White
Virginia
$23M -$1.06M -2,121 -5%
TAM
740
Taurus Asset Management
New York
$23M -$5.48K -11 -0%
HFRG
741
Houlihan Financial Resource Group
Virginia
$23M +$78.7K +158 +0.4%
TSW
742
Thompson Siegel & Walmsley
Virginia
$22.8M -$143K -287 -0.7%
GAG
743
GM Advisory Group
New York
$22.8M +$3.05M +6,120 +16%
ODG
744
O'Dell Group
Ohio
$22.8M -$556K -1,116 -2%
BBWP
745
Beacon Bridge Wealth Partners
Pennsylvania
$22.7M -$4.07M -8,166 -16%
PA
746
Procyon Advisors
Connecticut
$22.6M -$3.33M -6,686 -13%
BCM
747
Bluefin Capital Management
New York
$22.6M +$20.3M +40,700 +1,628%
LCM
748
LCM Capital Management
Illinois
$22.6M +$6.97K +14 +0%
MSFS
749
Main Street Financial Solutions
Pennsylvania
$22.4M +$23.4K +47 +0.1%
RIA
750
Regal Investment Advisors
Michigan
$22.4M +$380K +764 +2%
28 29
30
31 32