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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
2476
Autus Asset Management
Arizona
$614K -$4.1K -10 -0.6%
CIA
2477
ClearBridge Investments (Australia)
Australia
$614K +$667K +1,628 New
JWM
2478
JFG Wealth Management
Colorado
$613K -$179K -436 -21%
PWS
2479
Peterson Wealth Services
Utah
$612K -$164K -400 -20%
TIA
2480
Tandem Investment Advisors
South Carolina
$610K +$28.7K +70 +5%
ZAM
2481
Zevin Asset Management
Massachusetts
$609K +$59.4K +145 +10%
III
2482
Independent Investors Inc
New York
$608K – – –
SC
2483
Soundwatch Capital
Connecticut
$608K +$413K +1,009 +168%
EPP
2484
ETF Portfolio Partners
Kansas
$606K -$182K -445 -22%
DI
2485
Diligent Investors
California
$606K +$59.8K +146 +10%
HHGA
2486
Halbert Hargrove Global Advisors
California
$606K +$156K +382 +31%
PA
2487
Probity Advisors
Texas
$604K -$12.3K -30 -2%
CGH
2488
Crossmark Global Holdings
Texas
$604K – – –
CASB
2489
Cape Ann Savings Bank
Massachusetts
$604K +$54.9K +134 +9%
BWM
2490
Birchcreek Wealth Management
Ohio
$601K +$424K +1,035 +186%
HA
2491
HYA Advisors
Missouri
$600K +$410 +1 +0.1%
NWMG
2492
National Wealth Management Group
Ohio
$598K +$32.4K +79 +5%
BCM
2493
Buckhead Capital Management
Georgia
$597K +$86.8K +212 +15%
MSFP
2494
Mark Sheptoff Financial Planning
Connecticut
$596K -$14.7K -36 -2%
TFM
2495
TFC Financial Management
Massachusetts
$595K +$28.7K +70 +5%
IMOV
2496
Investment Management of Virginia
Virginia
$595K +$330K +806 +105%
FCT
2497
Family Capital Trust
Massachusetts
$593K -$2.05K -5 -0.3%
LB
2498
Leo Brokerage
Texas
$589K -$2.02M -4,933 -76%
CWA
2499
Consilium Wealth Advisory
Texas
$589K -$58.2K -142 -8%
HWM
2500
HighMark Wealth Management
Minnesota
$586K -$6.55K -16 -1%
98 99
100
101 102