SPY icon

State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
FSCM
2476
Front Street Capital Management
Montana
$775K -$769 -2 -0.1%
BFPW
2477
BOK Financial Private Wealth
Colorado
$774K -$1.18M -3,065 -60%
M
2478
MYeCFO
California
$772K +$776K +2,018 New
MWM
2479
Mascoma Wealth Management
New Hampshire
$769K +$2.69K +7 +0.3%
CC
2480
Capital Counsel
New York
$769K – – –
CB
2481
CNB Bank
Pennsylvania
$766K – – –
ACA
2482
Affinity Capital Advisors
California
$766K +$96.1K +250 +14%
HNW
2483
High Note Wealth
Minnesota
$765K – – –
NC
2484
NovaPoint Capital
Georgia
$765K +$74.2K +193 +11%
RSS
2485
Rosenblum Silverman Sutton
California
$765K -$2.69K -7 -0.3%
ECM
2486
EMC Capital Management
Texas
$765K – – –
KL
2487
KIM LLC
Kansas
$765K +$384K +1,000 +100%
HHMI
2488
Howard Hughes Medical Institute
Maryland
$765K – – –
VWMG
2489
Virginia Wealth Management Group
Virginia
$765K – – –
SC
2490
Scholtz & Company
Connecticut
$764K -$116K -301 -13%
LCM
2491
Leisure Capital Management
California
$763K -$30.4K -79 -4%
CCG
2492
Capital CS Group
California
$760K -$41.5K -108 -5%
SWM
2493
Sendero Wealth Management
Texas
$760K -$29.2K -76 -4%
RVM
2494
Robinson Value Management
Texas
$758K -$14.6K -38 -2%
RIA
2495
Retirement Investment Advisors
Oklahoma
$758K +$762K +1,983 New
CBA
2496
Coastal Bridge Advisors
Connecticut
$758K -$202K -525 -21%
NCM
2497
Next Capital Management
New York
$756K +$422K +1,097 +125%
PHIC
2498
Pine Haven Investment Counsel
Massachusetts
$755K – – –
FMP
2499
Financial Management Professionals
Texas
$755K -$4.71M -12,242 -86%
LKIM
2500
Lawson Kroeker Investment Management
Nebraska
$753K – – –
98 99
100
101 102