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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
KJHP
2026
K.J. Harrison & Partners
Ontario, Canada
$3.6M -$179K -313 -5%
CCFCSB
2027
Cape Cod Five Cents Savings Bank
Massachusetts
$3.6M – – –
SFWA
2028
Summit Financial Wealth Advisors
Louisiana
$3.59M +$322K +563 +11%
RGC
2029
Roberts, Glore & Co
Illinois
$3.59M -$115K -201 -3%
BSHC
2030
Breed's Hill Capital
Massachusetts
$3.59M -$474K -829 -12%
EL
2031
EWA LLC
Pennsylvania
$3.58M +$2.61M +4,563 +369%
PFGIA
2032
Patriot Financial Group Insurance Agency
Massachusetts
$3.58M -$159K -278 -5%
CCT
2033
Capital City Trust
Florida
$3.58M -$42.3K -74 -1%
C
2034
Certuity
Florida
$3.58M -$129K -226 -4%
SHFA
2035
SC&H Financial Advisors
Maryland
$3.57M -$389K -680 -11%
NCM
2036
Next Capital Management
New York
$3.57M -$63.5K -111 -2%
CP
2037
Castleview Partners
Texas
$3.56M +$189K +330 +6%
WJA
2038
Willis Johnson & Associates
Texas
$3.55M -$123K -215 -4%
AIM
2039
Acropolis Investment Management
Missouri
$3.55M +$143K +250 +5%
THL
2040
Tillman Hartley LLC
Colorado
$3.55M – – –
WCG
2041
Weaver Consulting Group
California
$3.54M +$1.14K +2 +0%
KLI
2042
Kelman-Lazarov Inc
Tennessee
$3.54M -$44.6K -78 -1%
GAM
2043
Gemmer Asset Management
California
$3.53M -$80.6K -141 -2%
SAM
2044
Smith Asset Management
Florida
$3.52M +$456K +798 +16%
CFMC
2045
Curbstone Financial Management Corp
New Hampshire
$3.52M +$1.03M +1,810 +46%
OC
2046
Optima Capital
Oregon
$3.52M +$413K +723 +15%
BC
2047
Burney Company
Virginia
$3.51M +$215K +376 +7%
BCG
2048
Breakwater Capital Group
New Jersey
$3.51M -$3.43K -6 -0.1%
SIA
2049
SkyView Investment Advisors
New Jersey
$3.5M – – –
WTFG
2050
Wood Tarver Financial Group
Idaho
$3.5M +$192K +336 +6%
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