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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
JWS
2026
Juncture Wealth Strategies
Arizona
$4.48M +$42.6K +63 +1%
RGC
2027
Roberts, Glore & Co
Illinois
$4.48M +$510K +755 +13%
MCM
2028
Mengis Capital Management
Oregon
$4.48M -$88.5K -131 -2%
DP
2029
Dearborn Partners
Illinois
$4.47M +$2.82M +4,179 +176%
SA
2030
Sunesis Advisors
Kansas
$4.47M -$24.3K -36 -0.5%
COCM
2031
Charter Oak Capital Management
New Hampshire
$4.47M -$183K -271 -4%
RMCM
2032
Reynders McVeigh Capital Management
Massachusetts
$4.46M +$199K +294 +5%
PCM
2033
Pincus Capital Management
New York
$4.46M +$4.42M +6,536 New
SFGP
2034
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$4.45M +$126K +187 +3%
AIA
2035
AssuredPartners Investment Advisors
Florida
$4.45M +$1.32M +1,955 +43%
HWM
2036
Howard Wealth Management
Connecticut
$4.44M -$25.7K -38 -0.6%
ASBI
2037
American State Bank (Iowa)
Iowa
$4.44M +$7.43K +11 +0.2%
EL
2038
EWA LLC
Pennsylvania
$4.44M +$479K +709 +12%
IAG
2039
Investmark Advisory Group
Connecticut
$4.44M +$9.46K +14 +0.2%
VI
2040
VanderPol Investments
Michigan
$4.43M -$1.15M -1,700 -21%
CFMC
2041
Curbstone Financial Management Corp
New Hampshire
$4.43M -$181K -268 -4%
PPW
2042
Parcion Private Wealth
Washington
$4.42M -$296K -438 -6%
RDWM
2043
Red Door Wealth Management
Tennessee
$4.42M +$1.13M +1,667 +35%
PA
2044
Prism Advisors
California
$4.41M -$6.39M -9,457 -59%
FFA
2045
Fragasso Financial Advisors
Pennsylvania
$4.4M +$48.7K +72 +1%
MWA
2046
Midland Wealth Advisors
Illinois
$4.4M -$128K -190 -3%
CGH
2047
Crossmark Global Holdings
Texas
$4.4M +$1.94M +2,876 +81%
TCWM
2048
Total Clarity Wealth Management
Illinois
$4.39M -$237K -351 -5%
CCMG
2049
Clark Capital Management Group
Pennsylvania
$4.39M +$783K +1,158 +22%
RAM
2050
Riggs Asset Management
Pennsylvania
$4.39M -$137K -202 -3%
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