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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
901
Calton & Associates
Florida
$20.4M +$21.3M +31,340 New
CHJWM
902
Carlton Hofferkamp & Jenks Wealth Management
Texas
$20.3M -$435K -640 -2%
TW
903
Tempo Wealth
Ohio
$20.3M +$1.95M +2,870 +10%
JSSH
904
J. Safra Sarasin Holding
$20.3M +$593K +872 +3%
HI
905
Humankind Investments
New York
$20.3M -$19M -27,970 -47%
DFA
906
Delta Financial Advisors
Louisiana
$20M +$93.8K +138 +0.4%
PAM
907
PCG Asset Management
New Jersey
$20M -$99.9K -147 -0.5%
WB
908
WesBanco Bank
West Virginia
$20M +$503K +740 +2%
SC
909
Solstein Capital
California
$20M +$12.2K +18 +0.1%
SA
910
Sincerus Advisory
New York
$20M +$51.7K +76 +0.2%
CCM
911
Chilton Capital Management
Texas
$19.9M -$3.32M -4,884 -14%
YLHM
912
Yelin Lapidot Holdings Management
Israel
$19.9M -$1.89M -2,775 -8%
FCM
913
Family Capital Management
Michigan
$19.9M +$2.91M +4,279 +16%
SWA
914
Sax Wealth Advisors
New Jersey
$19.9M -$67.3K -99 -0.3%
RA
915
Resolute Advisors
California
$19.9M +$39.4K +58 +0.2%
AC
916
Annandale Capital
Texas
$19.9M +$5.2M +7,650 +33%
WSA
917
Wealth Science Advisors
Georgia
$19.8M – – –
UB
918
UMB Bank
Missouri
$19.7M -$181K -266 -0.9%
PWA
919
PCG Wealth Advisors
Kansas
$19.7M +$923K +1,357 +5%
SAI
920
Savvy Advisors Inc
New York
$19.7M -$1.04M -1,533 -5%
PMFA
921
Plante Moran Financial Advisors
Michigan
$19.7M +$1.01M +1,485 +5%
WBC
922
West Branch Capital
Massachusetts
$19.6M +$61.9K +91 +0.3%
PIA
923
Perennial Investment Advisors
California
$19.6M +$360K +529 +2%
BAM
924
Brave Asset Management
New Jersey
$19.6M +$1.02M +1,501 +5%
NAM
925
NorthCrest Asset Manangement
Minnesota
$19.6M -$12.9M -19,018 -39%
35 36
37
38 39