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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
901
Securian Asset Management
Minnesota
$24.5M – – –
GFP
902
Gryphon Financial Partners
Ohio
$24.4M -$2.71M -3,737 -10%
CFG
903
Compass Financial Group
Ohio
$24.4M +$485K +669 +2%
PWA
904
PCG Wealth Advisors
Kansas
$24.4M +$1.71M +2,361 +8%
ZIG
905
Zurich Insurance Group
Switzerland
$24.4M +$13.8M +19,090 +141%
TWM
906
Thrive Wealth Management
Pennsylvania
$24.3M +$103K +142 +0.4%
WCM
907
WealthBridge Capital Management
Ohio
$24.3M +$167K +230 +0.7%
SW
908
SVB Wealth
Massachusetts
$24.3M -$584K -805 -2%
FNBOMD
909
First National Bank of Mount Dora
Florida
$24.3M +$2.84M +3,921 +14%
SEM
910
Strategic Equity Management
Arizona
$24.2M -$2.78M -3,836 -11%
PFP
911
Paragon Financial Partners
California
$24.2M -$143K -197 -0.6%
IA
912
Integrity Alliance
Iowa
$24.2M +$2.5M +3,445 +12%
TH
913
TCTC Holdings
Texas
$24.1M -$481K -663 -2%
PTC
914
Private Trust Company
Ohio
$24.1M -$1.29M -1,782 -5%
FMWA
915
Forvis Mazars Wealth Advisors
Missouri
$24M -$168K -232 -0.7%
SA
916
Sovran Advisors
California
$24M +$1.39M +1,921 +6%
BAM
917
Brave Asset Management
New Jersey
$23.9M +$1.38M +1,905 +6%
MWA
918
Meridian Wealth Advisors
Texas
$23.9M +$455K +628 +2%
LSA
919
Lansing Street Advisors
Pennsylvania
$23.8M +$9.43M +13,012 +69%
QFA
920
Quattro Financial Advisors
Texas
$23.7M +$6.2M +8,545 +37%
AWM
921
Aprio Wealth Management
Georgia
$23.7M -$723K -997 -3%
SAI
922
Savvy Advisors Inc
New York
$23.7M +$1.06M +1,460 +5%
PFA
923
Pettinga Financial Advisors
Indiana
$23.6M +$3.33M +4,597 +17%
PTB
924
Pioneer Trust Bank
Oregon
$23.6M -$608K -838 -3%
CWA
925
Clarus Wealth Advisors
Arizona
$23.5M -$404K -557 -2%
35 36
37
38 39