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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SVWG
2026
Shared Vision Wealth Group
United States
$2.76M +$59.7K +114 +2%
PP
2027
Prosperity Planning
Missouri
$2.76M -$325K -620 -11%
SFWA
2028
Summit Financial Wealth Advisors
Louisiana
$2.76M +$6.8K +13 +0.3%
OW
2029
Olistico Wealth
Oklahoma
$2.75M +$260K +497 +11%
FCFC
2030
First Commonwealth Financial Corp
Pennsylvania
$2.75M +$730K +1,394 +38%
NCM
2031
Next Capital Management
New York
$2.74M +$740K +1,413 +39%
W
2032
Wealthquest
Ohio
$2.74M +$6.28K +12 +0.2%
EK
2033
Evensky & Katz
Florida
$2.73M +$272K +519 +11%
EFG
2034
Erickson Financial Group
Pennsylvania
$2.72M -$9.94K -19 -0.4%
AAMC
2035
Asset Allocation & Management Company
Illinois
$2.71M – – –
IF
2036
Ironwood Financial
Arizona
$2.71M -$107K -204 -4%
AMG
2037
Asset Management Group
Connecticut
$2.7M -$167K -320 -6%
BCM
2038
BluePath Capital Management
Georgia
$2.7M -$64.4K -123 -2%
T
2039
Tidemark
California
$2.7M -$2.62M -4,999 -50%
GKIM
2040
GW&K Investment Management
Massachusetts
$2.7M +$53.9K +103 +2%
XF
2041
XML Financial
Maryland
$2.7M +$138K +263 +6%
PBC
2042
Pavion Blue Capital
California
$2.69M -$2.62K -5 -0.1%
SC
2043
Searle & Co
Connecticut
$2.69M +$69.6K +133 +3%
SAM
2044
Sequent Asset Management
Texas
$2.69M +$52.3K +100 +2%
MC
2045
Mathes Company
New York
$2.68M – – –
BIA
2046
BHK Investment Advisors
Alabama
$2.68M – – –
FFB
2047
First Financial Bankshares
Texas
$2.67M -$2.53M -4,834 -50%
WWM
2048
Waterway Wealth Management
Texas
$2.67M -$230K -439 -8%
HIS
2049
Horizon Investment Services
Indiana
$2.67M +$11K +21 +0.4%
PIMG
2050
Patriot Investment Management Group
Tennessee
$2.66M -$58.6K -112 -2%
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