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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
2501
Heritage Financial Services
Massachusetts
$729K +$704K +1,534 New
MCM
2502
McDonough Capital Management
Florida
$728K +$704K +1,533 New
TPA
2503
Trivium Point Advisory
Connecticut
$720K +$90.4K +197 +15%
FA
2504
FDx Advisors
Illinois
$717K +$693K +1,509 New
CC
2505
Commons Capital
Massachusetts
$715K +$691K +1,505 New
PFG
2506
PAX Financial Group
Texas
$711K – – –
DOA
2507
D'Orazio & Associates
Virginia
$711K +$459 +1 +0.1%
BWIA
2508
Bryant Woods Investment Advisors
New York
$710K +$687K +1,497 New
BFAG
2509
Blackston Financial Advisory Group
Florida
$707K +$683K +1,488 New
LC
2510
Landaas & Company
Wisconsin
$706K – – –
DA
2511
Dash Acquisitions
California
$706K +$682K +1,486 New
FWM
2512
Fortress Wealth Management
California
$706K +$683K +1,487 New
ECM
2513
EagleClaw Capital Management
Massachusetts
$705K – – –
FPIS
2514
Financial Planning & Information Services
Wisconsin
$704K -$22K -48 -3%
PA
2515
PSI Advisors
Florida
$704K +$35.8K +78 +6%
FAM
2516
Fenimore Asset Management
New York
$702K – – –
JSL
2517
JT Stratford LLC
Georgia
$701K +$678K +1,476 New
MCA
2518
MSH Capital Advisors
Arizona
$700K +$677K +1,474 New
ZAM
2519
Zevin Asset Management
Massachusetts
$698K – – –
WFA
2520
Wade Financial Advisory
California
$697K +$22K +48 +3%
SRC
2521
Shufro Rose & Co
New York
$696K -$20.2K -44 -3%
PCA
2522
Providence Capital Advisors
North Carolina
$696K +$64.7K +141 +11%
WFM
2523
Wolff Financial Management
Michigan
$695K +$918 +2 +0.1%
TNB
2524
Thomasville National Bank
Georgia
$692K -$230K -500 -26%
FNWM
2525
Financial Network Wealth Management
Utah
$692K +$918 +2 +0.1%
99 100
101
102 103