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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
IIWM
2026
Investment Insight Wealth Management
New York
$4.02M +$4.76K +7 +0.1%
PIM
2027
Pullen Investment Management
Florida
$4.01M – – –
CCT
2028
Capital City Trust
Florida
$4.01M +$84.3K +124 +2%
FCM
2029
Fortis Capital Management
Washington
$4M +$2.71M +3,993 +185%
EWM
2030
Edge Wealth Management
New York
$4M -$44.2K -65 -1%
AF
2031
Affiance Financial
Minnesota
$3.99M +$34.7K +51 +0.8%
FNB
2032
Farmers National Bank
Kentucky
$3.99M -$112K -164 -3%
CWA
2033
Capital Wealth Alliance
Arizona
$3.98M -$760K -1,118 -15%
FWM
2034
Forza Wealth Management
Florida
$3.98M -$32K -47 -0.8%
CWM
2035
Clearview Wealth Management
California
$3.97M +$4.15M +6,107 New
PP
2036
Prosperity Planning
Missouri
$3.96M +$63.2K +93 +2%
SFG
2037
Sage Financial Group
Pennsylvania
$3.96M -$28.6K -42 -0.7%
WFA
2038
WJ Financial Advisors
Connecticut
$3.95M +$109K +161 +3%
OWA
2039
Octavia Wealth Advisors
Ohio
$3.95M -$74.8K -110 -2%
JKA
2040
Jones Kertz & Associates
Minnesota
$3.94M -$70K -103 -2%
SCM
2041
Silvant Capital Management
Georgia
$3.93M – – –
CRIG
2042
Charter Research & Investment Group
Connecticut
$3.93M -$4.08K -6 -0.1%
SIP
2043
Snowwater Investment Partners
Connecticut
$3.93M +$680 +1 +0%
MMH
2044
Menora Mivtachim Holdings
Israel
$3.93M – – –
NRI
2045
NFP Retirement Inc
California
$3.93M -$47.6K -70 -1%
OCM
2046
Orleans Capital Management
Louisiana
$3.92M -$109K -160 -3%
PPW
2047
Parcion Private Wealth
Washington
$3.92M -$313K -460 -7%
FUBT
2048
First United Bank & Trust
Maryland
$3.92M -$184K -271 -4%
HIS
2049
Horizon Investment Services
Indiana
$3.92M +$680 +1 +0%
EPM
2050
Elm Partners Management
Pennsylvania
$3.91M -$116K -170 -3%
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