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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
IFO
751
Independent Family Office
New York
$31.5M – – –
AMCA
752
Arthur M. Cohen & Associates
Illinois
$31.4M +$1.14M +1,691 +4%
TAM
753
Tocqueville Asset Management
New York
$31.4M +$14.6M +21,658 +89%
TCBWMS
754
Texas Capital Bank Wealth Management Services
Texas
$31.3M +$17M +25,120 +121%
GVAG
755
Great Valley Advisor Group
Delaware
$31.3M -$2.98M -4,414 -9%
AP
756
Aspect Partners
Virginia
$31.3M +$10.1M +14,988 +49%
AFS
757
AFG Fiduciary Services
Massachusetts
$31.2M -$275M -407,535 -90%
FWTB
758
First Western Trust Bank
Colorado
$31.1M -$52.8M -78,060 -63%
HPC
759
Hobart Private Capital
North Carolina
$31M -$1.48M -2,190 -5%
HFS
760
Hantz Financial Services
Michigan
$30.9M +$1.96M +2,898 +7%
AAS
761
Ameritas Advisory Services
Nebraska
$30.8M +$4.42M +6,545 +17%
LAS
762
LWM Advisory Services
Florida
$30.8M +$564K +834 +2%
SMC
763
Smith, Moore & Co
Missouri
$30.8M -$5.95M -8,797 -16%
FT
764
Fiduciary Trust
Massachusetts
$30.8M -$1.98M -2,924 -6%
GWMR
765
GC Wealth Management RIA
Massachusetts
$30.8M +$6.4M +9,470 +27%
M
766
MOTCO
Texas
$30.7M -$39.9K -59 -0.1%
EC
767
Elequin Capital
New York
$30.7M +$29.8M +44,038 +4,489%
WMIG
768
White Mountains Insurance Group
New Hampshire
$30.7M +$30.4M +45,000 New
PI
769
PFG Investments
New York
$30.6M +$4.57M +6,756 +18%
ANB
770
Amarillo National Bank
Texas
$30.6M -$543K -803 -2%
YCM
771
Yousif Capital Management
Michigan
$30.5M +$12.6M +18,677 +71%
VCM
772
Vavra Capital Management
Pennsylvania
$30.5M +$30.2M +44,699 New
AGM
773
Aragon Global Management
Florida
$30.4M – – –
PPFA
774
Provida Pension Fund Administrator
Chile
$30.4M +$11.3M +16,745 +60%
AIC
775
Ayalon Insurance Company
Israel
$30.4M +$3.93M +5,817 +15%
29 30
31
32 33