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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SGK
2501
Steigerwald Gordon & Koch
Virginia
$1.23M +$10.2K +23 +0.9%
PAIM
2502
Punch & Associates Investment Management
Minnesota
$1.23M -$424K -952 -27%
TCPG
2503
Trivant Custom Portfolio Group
California
$1.23M +$1.15M +2,591 New
BCM
2504
Bourgeon Capital Management
Connecticut
$1.23M -$49K -110 -4%
SAMC
2505
Spectrum Asset Management (California)
California
$1.23M -$15.6K -35 -1%
CWA
2506
Consilium Wealth Advisory
Texas
$1.23M +$244K +548 +27%
BFAG
2507
Blackston Financial Advisory Group
Florida
$1.23M -$84.2K -189 -7%
SW
2508
SMART Wealth
Nebraska
$1.23M -$61.5K -138 -5%
MPW
2509
Monterey Private Wealth
California
$1.22M -$24.1K -54 -2%
NCM
2510
Next Capital Management
New York
$1.22M +$14.3K +32 +1%
SAA
2511
Southeast Asset Advisors
Georgia
$1.21M +$445 +1 +0%
CWA
2512
Consilio Wealth Advisors
Washington
$1.21M +$57.9K +130 +5%
GWA
2513
GGM Wealth Advisors
Maryland
$1.21M +$1.34K +3 +0.1%
CIP
2514
Cornerstone Investment Partners
Georgia
$1.21M +$1.13M +2,546 New
CIC
2515
Chilton Investment Company
Connecticut
$1.21M +$584K +1,312 +107%
OC
2516
Oarsman Capital
Wisconsin
$1.21M +$32.5K +73 +3%
CWM
2517
Castle Wealth Management
Florida
$1.21M +$2.67K +6 +0.2%
LFA
2518
Legacy Financial Advisors
Kentucky
$1.2M +$895K +2,010 +388%
AMR
2519
Asset Management Resources
Massachusetts
$1.2M +$560K +1,258 +99%
AC
2520
Addison Capital
Pennsylvania
$1.2M +$440K +987 +64%
BWM
2521
BKM Wealth Management
Wisconsin
$1.19M +$1.12M +2,510 New
HIMC
2522
Heritage Investors Management Corp
Maryland
$1.19M -$54.8K -123 -5%
BCM
2523
Bluefin Capital Management
New York
$1.19M -$2.9M -6,500 -72%
FB
2524
Fulton Bank
Pennsylvania
$1.19M +$186K +417 +20%
BWA
2525
Blodgett Wealth Advisors
California
$1.19M – – –
99 100
101
102 103