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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
826
Ciovacco Capital Management
Georgia
$27.2M -$630K -932 -2%
RBC
827
Roble Belko & Company
Pennsylvania
$27.2M -$50K -74 -0.2%
BWFA
828
Baltimore-Washington Financial Advisors
Maryland
$27.1M +$531K +786 +2%
SAW
829
Signal Advisors Wealth
Michigan
$27M +$666K +985 +3%
GKFF
830
George Kaiser Family Foundation
Oklahoma
$27M – – –
PGCM
831
Prescott Group Capital Management
Oklahoma
$27M – – –
PIM
832
Penobscot Investment Management
Massachusetts
$27M +$362K +535 +1%
WM
833
Whitford Management
New York
$26.9M +$5.41K +8 +0%
CB
834
Cadence Bank
Mississippi
$26.9M +$633K +936 +2%
PCA
835
Pallas Capital Advisors
Massachusetts
$26.9M +$19.4M +28,767 +271%
WFA
836
Wellspring Financial Advisors
Ohio
$26.8M +$36.6M +54,194 +8%
TFG
837
Tull Financial Group
Virginia
$26.7M -$15.5K -23 -0.1%
RP
838
Raelipskie Partnership
Ontario, Canada
$26.7M -$391K -579 -1%
CWM
839
Connecticut Wealth Management
Connecticut
$26.6M -$80.4K -119 -0.3%
LFASL
840
Lugano Financial Advisors SA (LFA)
Switzerland
$26.6M -$969K -1,434 -4%
PAM
841
Palisade Asset Management
Minnesota
$26.5M -$79.1K -117 -0.3%
SIA
842
Soltis Investment Advisors
Utah
$26.4M +$3.27M +4,842 +14%
BCWM
843
Bartlett & Co Wealth Management
Ohio
$26.3M +$2.71M +4,008 +12%
CCM
844
Corsair Capital Management
New York
$26.3M +$5.41K +8 +0%
GWAM
845
Guardian Wealth Advisors (Minnesota)
Minnesota
$26.2M -$766K -1,133 -3%
ECML
846
Eagle Capital Management (Louisiana)
Louisiana
$26.2M -$150K -222 -0.6%
GFP
847
Gryphon Financial Partners
Ohio
$26.2M +$2.4M +3,544 +10%
AWE
848
Avidian Wealth Enterprises
Texas
$26.2M +$56.1K +83 +0.2%
DWP
849
Daymark Wealth Partners
Ohio
$26.2M -$365K -540 -1%
GIA
850
Gateway Investment Advisers
Ohio
$25.9M -$881K -1,304 -3%
32 33
34
35 36