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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
726
Americana Partners
Texas
$29.3M -$2.17M -3,196 -7%
HT
727
Heritage Trust
Oklahoma
$29.2M +$855K +1,258 +3%
FA
728
Fiduciary Alliance
South Carolina
$29M -$27.9M -41,060 -50%
AGM
729
Aragon Global Management
Florida
$29M – – –
CGF
730
Constant Guidance Financial
Massachusetts
$28.9M -$5.41M -7,952 -15%
PAS
731
PKS Advisory Services
New York
$28.9M +$1.65M +2,433 +6%
SLC
732
Second Line Capital
Louisiana
$28.8M +$5.11M +7,512 +23%
BFO
733
Boston Family Office
Massachusetts
$28.7M -$4.43M -6,510 -13%
TWM
734
Timmons Wealth Management
Massachusetts
$28.7M +$55.8K +82 +0.2%
RWM
735
Ritholtz Wealth Management
New York
$28.6M -$99.3M -145,982 -77%
FCM
736
Firestone Capital Management
Florida
$28.5M -$398K -585 -1%
FBFS
737
First Business Financial Services
Wisconsin
$28.5M -$25.2K -37 -0.1%
AIP
738
ARS Investment Partners
New York
$28.4M +$439K +646 +1%
JRP
739
Jasper Ridge Partners
California
$28.4M – – –
CA
740
CoreCap Advisors
Michigan
$28.4M -$6.48M -9,536 -18%
M
741
MOTCO
Texas
$28.4M -$993K -1,460 -3%
XT
742
XTX Topco
Cayman Islands
$28.3M +$5.18M +7,617 +21%
MIFH
743
Migdal Insurance & Financial Holdings
Israel
$28.2M -$2.22M -3,269 -7%
GAB
744
German American Bancorp
Indiana
$28.1M -$472K -694 -2%
ECM
745
Evergreen Capital Management
Washington
$28M +$322K +474 +1%
SL
746
Salomon & Ludwin
Virginia
$27.9M -$78.2K -115 -0.3%
SCA
747
Snowden Capital Advisors
New York
$27.8M +$571K +840 +2%
HW
748
Hancock Whitney
Mississippi
$27.8M -$5.3M -7,795 -16%
LFASL
749
Lugano Financial Advisors SA (LFA)
Switzerland
$27.7M +$2.47M +3,631 +9%
RCA
750
Resonant Capital Advisors
Wisconsin
$27.7M +$136K +200 +0.5%
28 29
30
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