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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
W
2026
Wealthquest
Ohio
$2.63M -$99.6K -200 -4%
KDA
2027
Kraft Davis & Associates
Missouri
$2.62M +$1.39M +2,796 +125%
KPWG
2028
KFA Private Wealth Group
Virginia
$2.62M +$172K +345 +7%
EFG
2029
Erickson Financial Group
Pennsylvania
$2.62M -$212K -425 -8%
PIMG
2030
Patriot Investment Management Group
Tennessee
$2.62M -$49.8K -100 -2%
RFA
2031
Resurgent Financial Advisors
Georgia
$2.61M +$655K +1,316 +36%
SCG
2032
Sonata Capital Group
Washington
$2.61M +$354K +711 +17%
AAMC
2033
Asset Allocation & Management Company
Illinois
$2.6M -$273K -548 -10%
CSA
2034
Cottage Street Advisors
Massachusetts
$2.6M +$196K +394 +9%
HCP
2035
Holt Capital Partners
Texas
$2.6M – – –
SVWG
2036
Shared Vision Wealth Group
United States
$2.6M – – –
PBC
2037
Pavion Blue Capital
California
$2.59M -$1.99K -4 -0.1%
SWA
2038
SOA Wealth Advisors
New York
$2.58M +$12.4K +25 +0.5%
MC
2039
Mathes Company
New York
$2.58M -$19.9K -40 -0.8%
BIA
2040
BHK Investment Advisors
Alabama
$2.58M +$2.09M +4,200 +576%
LSA
2041
Lion Street Advisors
Texas
$2.57M – – –
TWP
2042
Tempus Wealth Planning
California
$2.57M -$186K -374 -7%
PCM
2043
Prelude Capital Management
New York
$2.57M +$2.44M +4,905 New
WA
2044
WestEnd Advisors
North Carolina
$2.55M -$13.3M -26,625 -85%
HIS
2045
Horizon Investment Services
Indiana
$2.55M +$106K +212 +5%
CCB
2046
Cutter & Co Brokerage
Missouri
$2.55M +$9.96K +20 +0.4%
IWS
2047
Integrity Wealth Solutions
Colorado
$2.54M -$9.46K -19 -0.4%
OWA
2048
Octavia Wealth Advisors
Ohio
$2.54M -$148K -297 -6%
GKIM
2049
GW&K Investment Management
Massachusetts
$2.54M -$309K -621 -11%
PWG
2050
Private Wealth Group
Florida
$2.54M – – –
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