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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BWFA
801
Baltimore-Washington Financial Advisors
Maryland
$24.1M -$573K -1,003 -3%
CPBTD
802
Central Pacific Bank - Trust Division
Hawaii
$24M -$711K -1,244 -3%
TBWA
803
Three Bridge Wealth Advisors
California
$24M +$1.61M +2,816 +8%
ECML
804
Eagle Capital Management (Louisiana)
Louisiana
$23.9M +$172K +301 +0.8%
BWAM
805
Boyd Watterson Asset Management
Ohio
$23.9M +$58.9K +103 +0.3%
CCM
806
Corsair Capital Management
New York
$23.8M – – –
WJWM
807
Williams Jones Wealth Management
New York
$23.7M -$935K -1,636 -4%
WFA
808
Wellspring Financial Advisors
Ohio
$23.5M +$351M +613,293 +1,661%
CWM
809
Connecticut Wealth Management
Connecticut
$23.5M +$193K +337 +0.9%
AC
810
ASB Consultores
Florida
$23.4M -$1.69M -2,959 -7%
ODG
811
O'Dell Group
Ohio
$23.3M -$483K -845 -2%
FWIA
812
Fort Washington Investment Advisors
Ohio
$23.2M -$3.77M -6,593 -15%
TAM
813
Titleist Asset Management
Texas
$23.1M +$4.38M +7,670 +26%
IHWM
814
Iron Horse Wealth Management
Iowa
$23.1M +$344K +602 +2%
PIM
815
Penobscot Investment Management
Massachusetts
$23.1M +$3.55M +6,206 +20%
SAF
816
Smith Anglin Financial
Texas
$23.1M -$574K -1,004 -3%
AFG
817
Albion Financial Group
Utah
$23.1M +$121K +211 +0.6%
BEC
818
Blue Edge Capital
Virginia
$22.9M +$118K +207 +0.6%
AWE
819
Avidian Wealth Enterprises
Texas
$22.9M +$1.6M +2,796 +8%
AC
820
Avestar Capital
New York
$22.9M +$3.21M +5,610 +18%
CCM
821
Chilton Capital Management
Texas
$22.8M -$94.9K -166 -0.4%
SI
822
Scharf Investments
California
$22.8M +$4.74M +8,294 +29%
FSA
823
Financial Services Advisory
Maryland
$22.7M -$1.57M -2,742 -7%
HT
824
Heritage Trust
Oklahoma
$22.7M +$1.29M +2,257 +7%
BC
825
Belmont Capital
California
$22.7M +$596K +1,043 +3%
31 32
33
34 35