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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
2026
Strait & Sound Wealth Management
California
$3.26M +$377K +642 +12%
BTW
2027
Boston Trust Walden
Massachusetts
$3.26M -$21.7K -37 -0.6%
GKIM
2028
GW&K Investment Management
Massachusetts
$3.25M -$1.78M -3,021 -34%
DLCIG
2029
D.L. Carlson Investment Group
New Hampshire
$3.25M -$809K -1,376 -19%
KLI
2030
Kelman-Lazarov Inc
Tennessee
$3.25M -$34.1K -58 -1%
SDWMA
2031
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.25M +$426K +725 +14%
WIM
2032
Westside Investment Management
California
$3.23M +$49.4K +84 +1%
ESB
2033
Essex Savings Bank
Connecticut
$3.23M +$7.05K +12 +0.2%
GIM
2034
Gold Investment Management
Alberta, Canada
$3.22M -$67K -114 -2%
HFA
2035
High Falls Advisors
New York
$3.22M -$21.7K -37 -0.6%
THL
2036
Tillman Hartley LLC
Colorado
$3.21M – – –
RMAM
2037
Raab & Moskowitz Asset Management
New Jersey
$3.21M -$31.7K -54 -0.9%
WCG
2038
Weaver Consulting Group
California
$3.2M +$588 +1 +0%
TAM
2039
Todd Asset Management
Kentucky
$3.2M -$1.35M -2,292 -29%
SFC
2040
Strategic Financial Concepts
Texas
$3.19M +$214K +364 +7%
LW
2041
Libra Wealth
California
$3.19M – – –
SIA
2042
SkyView Investment Advisors
New Jersey
$3.19M – – –
BCG
2043
Breakwater Capital Group
New Jersey
$3.18M +$24.7K +42 +0.7%
BG
2044
Bellevue Group
Switzerland
$3.17M – – –
FIB
2045
First Interstate Bank
Montana
$3.16M -$417K -709 -11%
CA
2046
Cornerstone Advisory
Maryland
$3.16M +$86.4K +147 +3%
PGWM
2047
Parisi Gray Wealth Management
New Jersey
$3.15M -$65.2K -111 -2%
BWM
2048
BankPlus Wealth Management
Mississippi
$3.14M -$256K -436 -7%
DSC
2049
Duncker Streett & Co
Missouri
$3.13M -$81.7K -139 -2%
SPC
2050
Spirepoint Private Client
Florida
$3.12M +$55.3K +94 +2%
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