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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BAMG
2026
Brand Asset Management Group
Missouri
$1.61M +$35.4K +92 +2%
CSS
2027
Cubist Systematic Strategies
Connecticut
$1.61M +$1.62M +4,210 New
PGAM
2028
Princeton Global Asset Management
New Jersey
$1.61M +$1.41M +3,672 +684%
PFT
2029
Providence First Trust
Arizona
$1.61M +$27.3K +71 +2%
WCM
2030
Wunderlich Capital Managemnt
Tennessee
$1.61M +$55.3K +144 +4%
SHWM
2031
Silicon Hills Wealth Management
Texas
$1.61M -$214K -557 -12%
RWA
2032
Roberts Wealth Advisors
California
$1.61M – – –
ERIC
2033
Eagle Rock Investment Company
Georgia
$1.6M -$1.54K -4 -0.1%
WIC
2034
Woodmont Investment Counsel
Tennessee
$1.6M +$225K +585 +16%
OW
2035
Olistico Wealth
Oklahoma
$1.6M +$1.61M +4,178 New
JF
2036
JSF Financial
California
$1.6M -$104K -271 -6%
NA
2037
Nottingham Advisors
New York
$1.59M +$42.3K +110 +3%
MCM
2038
Morton Capital Management
California
$1.59M -$84.6K -220 -5%
IDA
2039
Intelligence Driven Advisers
California
$1.59M -$1.98M -5,143 -56%
WA
2040
Wambolt & Associates
Colorado
$1.59M +$76.1K +198 +5%
HCA
2041
Horan Capital Advisors
Ohio
$1.58M +$4.61K +12 +0.3%
LJHT
2042
Laurie J. Hall Trustee
$1.58M +$81.1K +211 +5%
CSB
2043
City State Bank
Iowa
$1.58M -$59.6K -155 -4%
FPFS
2044
First Personal Financial Services
North Carolina
$1.58M +$109K +283 +7%
PTC
2045
Philadelphia Trust Company
Pennsylvania
$1.58M +$443K +1,152 +39%
FFG
2046
Ford Financial Group
California
$1.57M +$253K +658 +19%
OA
2047
Oxbow Advisors
Texas
$1.57M – – –
EFH
2048
Eaton Financial Holdings
Florida
$1.57M +$1.57M +4,097 New
HG
2049
Herbst Group
Connecticut
$1.55M -$1.15K -3 -0.1%
DIA
2050
Davidson Investment Advisors
Montana
$1.55M +$790K +2,056 +103%
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83 84