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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
926
Fi3 Financial Advisors
Indiana
$15.4M -$917K -1,842 -6%
BC
927
Belmont Capital
California
$15.3M +$1.28M +2,571 +10%
HIIFS
928
Harel Insurance Investments & Financial Services
Israel
$15.3M -$1.06M -2,120 -7%
WIM
929
Warwick Investment Management
Texas
$15.3M +$3.48K +7 +0%
GWP
930
Gateway Wealth Partners
Wisconsin
$15.3M -$1.25M -2,511 -8%
RCP
931
Rothschild Capital Partners
New York
$15.2M -$127K -255 -0.9%
PIM
932
Penobscot Investment Management
Massachusetts
$15.2M +$531K +1,067 +4%
KNW
933
Kesler Norman & Wride
Utah
$15.2M +$85.6K +172 +0.6%
TCBWMS
934
Texas Capital Bank Wealth Management Services
Texas
$15.2M -$243K -489 -2%
CTC
935
Central Trust Company
Missouri
$15.2M -$246K -495 -2%
ST
936
Spinnaker Trust
Maine
$15.2M +$3.98K +8 +0%
HVIA
937
Hudson Valley Investment Advisors
New York
$15.1M -$841K -1,689 -6%
AGA
938
Accuvest Global Advisors
Utah
$15.1M +$14.4M +28,868 New
CG
939
Caprock Group
Idaho
$15.1M +$2.3M +4,612 +19%
LT
940
Legacy Trust
Michigan
$15M +$79.7K +160 +0.6%
LPAM
941
Lodestar Private Asset Management
California
$15M -$51.8K -104 -0.4%
FGA
942
Fortis Group Advisors
New Jersey
$15M +$9.15M +18,379 +178%
NS
943
NBC Securities
Alabama
$15M +$521K +1,046 +4%
CAC
944
Cowen and Company
New York
$14.9M +$14.2M +28,554 New
AP
945
Americana Partners
Texas
$14.9M +$218K +438 +2%
AFA
946
Atlas Financial Advisors
California
$14.9M -$608K -1,221 -4%
TAM
947
Tocqueville Asset Management
New York
$14.9M +$145K +291 +1%
PP
948
Prudential plc
United Kingdom
$14.9M -$3.64M -7,320 -20%
BIAS
949
Beacon Investment Advisory Services
New Jersey
$14.8M -$5.5M -11,051 -28%
PAM
950
Panagora Asset Management
Massachusetts
$14.8M +$14.1M +28,336 New
36 37
38
39 40