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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WBC
1051
West Branch Capital
Massachusetts
$8.24M -$101K -264 -1%
IHWM
1052
Iron Horse Wealth Management
Iowa
$8.23M +$4.93M +12,815 +147%
KTA
1053
Keeley-Teton Advisors
Illinois
$8.18M -$31.9K -83 -0.4%
EIP
1054
Epoch Investment Partners
New York
$8.14M +$8.18M +21,286 New
OCBCO
1055
Oversea-Chinese Banking Corp (OCBC)
Singapore
$8.12M +$8.16M +21,219 New
TWA
1056
Tandem Wealth Advisors
Arizona
$8.09M +$8.13M +21,162 New
GKIM
1057
GW&K Investment Management
Massachusetts
$8.09M +$6.14M +15,963 +308%
OIA
1058
Optimum Investment Advisors
Illinois
$8.08M -$886K -2,305 -10%
SCP
1059
Syntal Capital Partners
Texas
$8.07M -$3.8M -9,891 -32%
QC
1060
Quent Capital
New York
$8.06M +$278K +722 +4%
SFFS
1061
Stonehage Fleming Financial Services
Jersey
$8M – – –
CBB
1062
Citizens Business Bank
California
$7.93M -$1.68M -4,375 -17%
AA
1063
Ancora Advisors
Ohio
$7.93M -$1.15M -2,994 -13%
CCA
1064
Childress Capital Advisors
Texas
$7.93M -$2.88M -7,493 -27%
SWA
1065
Stratos Wealth Advisors
Ohio
$7.92M -$484K -1,259 -6%
KNW
1066
Kesler Norman & Wride
Utah
$7.91M +$7.23M +18,809 +1,004%
WA
1067
Whitebox Advisors
Minnesota
$7.89M +$7.93M +20,627 New
SWA
1068
SFMG Wealth Advisors
Texas
$7.88M +$167K +434 +2%
MC
1069
Mount Capital
United Kingdom
$7.88M – – –
ERWM
1070
Elk River Wealth Management
Colorado
$7.87M +$4.65M +12,110 +144%
NB
1071
Nicolet Bankshares
Wisconsin
$7.85M +$379K +985 +5%
JWCA
1072
J.W. Coons Advisors
Ohio
$7.83M +$316K +821 +4%
W
1073
WorthPointe
California
$7.82M -$119K -309 -1%
UFA
1074
US Financial Advisors
Massachusetts
$7.81M -$1.37M -3,575 -15%
SMF
1075
Sterling Manor Financial
New York
$7.8M -$91.9K -239 -1%
41 42
43
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