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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
726
Cypress Capital
Tennessee
$24.7M +$2.22M +4,247 +10%
FCM
727
Firestone Capital Management
Florida
$24.6M +$1.36M +2,608 +6%
ITIM
728
Indiana Trust & Investment Management
Indiana
$24.5M +$164K +313 +0.7%
RIA
729
Regal Investment Advisors
Michigan
$24.5M +$1.15M +2,196 +5%
ECML
730
Eagle Capital Management (Louisiana)
Louisiana
$24.4M +$75.4K +144 +0.3%
BFM
731
Boothbay Fund Management
New York
$24.4M -$62.1M -118,710 -73%
CA
732
Claro Advisors
Massachusetts
$24.3M -$3.05M -5,827 -12%
AGM
733
Aragon Global Management
Florida
$24.3M – – –
FBFS
734
First Business Financial Services
Wisconsin
$24.3M +$284K +542 +1%
AWM
735
Angeles Wealth Management
California
$24.2M -$471K -899 -2%
CWA
736
Clarity Wealth Advisors
California
$24.2M -$443K -847 -2%
AWA
737
Arkadios Wealth Advisors
Georgia
$24.1M -$74.8K -143 -0.3%
HFRG
738
Houlihan Financial Resource Group
Virginia
$24.1M +$215K +411 +0.9%
QCG
739
Quadrant Capital Group
Ohio
$24.1M +$5.14M +9,820 +28%
CGPCS
740
Capital Group Private Client Services
California
$24.1M +$1.66M +3,171 +8%
MSFS
741
Main Street Financial Solutions
Pennsylvania
$24M +$646K +1,235 +3%
BBWP
742
Beacon Bridge Wealth Partners
Pennsylvania
$23.9M +$199K +381 +0.9%
GAG
743
GM Advisory Group
New York
$23.9M +$122K +233 +0.5%
SCA
744
Snowden Capital Advisors
New York
$23.9M +$552K +1,055 +2%
ACM
745
Advisors Capital Management
New Jersey
$23.8M +$14.1M +27,014 +161%
SNT
746
SIG North Trading
Pennsylvania
$23.7M +$22.8M +43,600 New
PSP
747
Principal Street Partners
Tennessee
$23.7M +$4.34M +8,290 +23%
OPCM
748
Osborne Partners Capital Management
California
$23.7M -$1.39M -2,654 -6%
TSW
749
Thompson Siegel & Walmsley
Virginia
$23.6M -$135K -257 -0.6%
FFN
750
Focus Financial Network
Minnesota
$23.6M +$1.01M +1,923 +5%
28 29
30
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