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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
2026
Violich Capital Management
California
$1.28M – – –
IAS
2027
Investment Advisory Services
Texas
$1.27M +$184K +450 +15%
CCP
2028
Clarkston Capital Partners
Michigan
$1.27M +$72.9K +178 +6%
PWG
2029
Private Wealth Group
Florida
$1.27M – – –
POIA
2030
Pin Oak Investment Advisors
Texas
$1.27M +$72.9K +178 +6%
MWM
2031
Maltin Wealth Management
New Jersey
$1.26M +$157K +383 +13%
HNWA
2032
Henrickson Nauta Wealth Advisors
Michigan
$1.26M – – –
DWA
2033
Douglass Winthrop Advisors
New York
$1.26M +$1.12M +2,722 +441%
MAM
2034
Meeder Asset Management
Ohio
$1.25M +$9.42K +23 +0.7%
EWM
2035
Endurance Wealth Management
Rhode Island
$1.25M +$40.1K +98 +3%
SIAP
2036
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.25M +$45.9K +112 +3%
IWP
2037
Innova Wealth Partners
Pennsylvania
$1.25M -$2.82M -6,877 -67%
CWA
2038
Consilio Wealth Advisors
Washington
$1.25M -$43K -105 -3%
WIC
2039
WealthBridge Investment Counsel
Alberta, Canada
$1.25M +$96.3K +235 +8%
CWM
2040
Castle Wealth Management
Florida
$1.25M +$1.35M +3,306 New
CWA
2041
Choice Wealth Advisors
Maine
$1.25M +$1.36M +3,318 New
VBFP
2042
Valtinson Bruner Financial Planning
Minnesota
$1.25M +$462K +1,127 +52%
HPA
2043
High Probability Advisors
New York
$1.25M -$220K -538 -14%
WIC
2044
Woodmont Investment Counsel
Tennessee
$1.25M +$204K +497 +18%
HDIM
2045
Hanson & Doremus Investment Management
Vermont
$1.25M +$3.69K +9 +0.3%
ACS
2046
Archford Capital Strategies
Illinois
$1.25M +$37.7K +92 +3%
HWIS
2047
Hancock Whitney Investment Services
Louisiana
$1.24M +$162K +396 +14%
BOM
2048
Bank of Marin
California
$1.24M -$2.05K -5 -0.2%
SSCA
2049
South Shore Capital Advisors
Massachusetts
$1.24M -$277K -677 -17%
CFA
2050
Compass Financial Advisors
Indiana
$1.24M +$49.2K +120 +4%
80 81
82
83 84