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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
VPW
1126
Vericrest Private Wealth
Pennsylvania
$7.91M +$7.65M +16,658 New
PFA
1127
Paradigm Financial Advisors
Missouri
$7.91M +$902K +1,965 +13%
TWM
1128
Thrive Wealth Management
Pennsylvania
$7.91M +$7.64M +16,650 New
HT
1129
Heritage Trust
Oklahoma
$7.89M -$76.7K -167 -1%
FFG
1130
Ford Financial Group
California
$7.87M -$108K -236 -1%
SH
1131
Svenska Handelsbanken
Sweden
$7.87M -$7.88M -17,165 -51%
CA
1132
Clearstead Advisors
Ohio
$7.86M +$7.8K +17 +0.1%
WHG
1133
Westwood Holdings Group
Texas
$7.76M +$5.01M +10,922 +201%
CAAM
1134
Cornerstone Advisors Asset Management
Pennsylvania
$7.74M +$7.48M +16,300 New
AWM
1135
Altium Wealth Management
New York
$7.72M +$65.2K +142 +0.9%
WG
1136
Welch Group
Alabama
$7.71M +$761K +1,658 +11%
CC
1137
Codex Capital
New York
$7.69M – – –
NFG
1138
Nations Financial Group
Iowa
$7.67M +$127K +276 +2%
FRM
1139
Fox Run Management
Connecticut
$7.66M +$7.4M +16,122 New
CCM
1140
Colorado Capital Management
Colorado
$7.63M -$381K -831 -5%
OMC
1141
Overbrook Management Corp
New York
$7.62M +$1.18M +2,567 +19%
FNBOO
1142
First National Bank of Omaha
Nebraska
$7.61M -$83.6K -182 -1%
CIM
1143
Confluence Investment Management
Missouri
$7.61M +$683K +1,488 +10%
FFA
1144
Freedman Financial Associates
Massachusetts
$7.6M +$1.84K +4 +0%
CC
1145
Corsicana & Co
Texas
$7.6M -$99.6K -217 -1%
SPW
1146
Surience Private Wealth
Washington
$7.59M +$7.34M +15,988 New
SBIA
1147
Sheaff Brock Investment Advisors
Indiana
$7.59M +$499K +1,086 +7%
AGA
1148
Accuvest Global Advisors
Utah
$7.58M +$2.09M +4,549 +40%
EFM
1149
E Fund Management
China
$7.55M +$7.3M +15,900 New
EFMH
1150
E Fund Management (HK)
Hong Kong
$7.55M +$7.3M +15,900 New
44 45
46
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