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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
2501
Coronation Fund Managers
South Africa
$753K +$757K +1,970 New
BFG
2502
Beacon Financial Group
Texas
$753K +$30.7K +80 +4%
GCA
2503
Greenwood Capital Associates
South Carolina
$752K -$1.03M -2,678 -58%
APA
2504
Astoria Portfolio Advisors
New York
$751K +$56.9K +148 +8%
HIC
2505
Holderness Investments Company
North Carolina
$751K -$23.4K -61 -3%
AFC
2506
AFT Forsyth & Company
Florida
$746K -$4.61K -12 -0.6%
NEWAS
2507
N.E.W. Advisory Services
Wisconsin
$745K +$30K +78 +4%
VCM
2508
Vigilant Capital Management
Maine
$745K +$249K +649 +50%
RWG
2509
Ratio Wealth Group
Colorado
$743K +$54.6K +142 +8%
CPSC
2510
Carl P. Sherr & Co
Massachusetts
$743K – – –
SMDAM
2511
Sumitomo Mitsui DS Asset Management
Japan
$742K -$102K -266 -12%
LCC
2512
Lincoln Capital Corp
Rhode Island
$741K -$10.4K -27 -1%
FW
2513
FirstPurpose Wealth
Utah
$740K -$11.9K -31 -2%
RCM
2514
Radnor Capital Management
Pennsylvania
$738K – – –
SFC
2515
SYM Financial Corp
Indiana
$737K -$32.3K -84 -4%
DWMS
2516
Dominguez Wealth Management Solutions
Virginia
$736K +$740K +1,925 New
DFG
2517
Delta Financial Group
New Jersey
$735K +$740K +1,926 New
CTA
2518
Colonial Trust Advisors
South Carolina
$727K – – –
CYG
2519
Clean Yield Group
Vermont
$727K +$38.4K +100 +6%
SFS
2520
Strategic Financial Services
New York
$726K -$166K -432 -19%
IAS
2521
IMA Advisory Services
Colorado
$724K – – –
HC
2522
Hourglass Capital
Texas
$724K -$30K -78 -4%
FS
2523
Ferguson Shapiro
Georgia
$723K -$194K -505 -21%
CCA
2524
Cora Capital Advisors
New Jersey
$722K +$726K +1,889 New
LBWM
2525
Left Brain Wealth Management
Illinois
$721K +$725K +1,885 New
99 100
101
102 103