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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SRCM
2501
Swift Run Capital Management
Virginia
$286K +$272K +766 New
ICM
2502
IMS Capital Management
Oregon
$285K +$18.4K +52 +7%
AC
2503
Addison Capital
Pennsylvania
$284K – – –
SC
2504
Schoolcraft Capital
Colorado
$284K -$3.19K -9 -1%
VAS
2505
Vestmark Advisory Solutions
Massachusetts
$283K +$269K +758 New
SWM
2506
Shakespeare Wealth Management
Wisconsin
$282K – – –
SCM
2507
Soros Capital Management
New York
$282K – – –
TP
2508
Truvvo Partners
New York
$281K – – –
SFA
2509
Stewardship Financial Advisors
Georgia
$281K +$9.58K +27 +4%
AWA
2510
ARQ Wealth Advisors
Arizona
$279K -$14.9K -42 -5%
EWMCB
2511
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$277K +$710 +2 +0.3%
OWA
2512
Opal Wealth Advisors
New York
$277K +$263K +740 New
AA
2513
Addison Advisors
Vermont
$277K +$263K +742 New
GAM
2514
Garrison Asset Management
Arkansas
$275K -$211K -595 -45%
RFWA
2515
RPg Family Wealth Advisory
Massachusetts
$274K -$11K -31 -4%
PK
2516
Pflug Koory
Nebraska
$271K -$38.7K -109 -13%
TAM
2517
Tealwood Asset Management
Minnesota
$271K +$1.42K +4 +0.6%
WCM
2518
Whitener Capital Management
North Carolina
$270K -$42.6K -120 -14%
SFG
2519
SageGuard Financial Group
Tennessee
$270K +$255K +718 New
BFS
2520
Bard Financial Services
Connecticut
$269K +$255K +720 New
RWRC
2521
R.W. Roge & Company
New York
$268K +$8.16K +23 +3%
CC
2522
Constitution Capital
Connecticut
$267K +$253K +713 New
SP
2523
Symmetry Partners
Connecticut
$266K -$17.4K -49 -6%
MIM
2524
Moseley Investment Management
Florida
$266K +$252K +711 New
OWA
2525
Outlook Wealth Advisors
Texas
$265K +$251K +708 New
99 100
101
102 103