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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
2526
Regatta Capital Group
California
$692K +$669K +1,457 New
AC
2527
Arjuna Capital
North Carolina
$690K +$39.9K +87 +6%
CTA
2528
Colonial Trust Advisors
South Carolina
$689K – – –
APSI
2529
Asset Planning Services Inc
Louisiana
$687K +$17.9K +39 +3%
BDF
2530
Black Diamond Financial
Maryland
$686K -$767K -1,671 -54%
PCMC
2531
Private Capital Management (Colorado)
Colorado
$686K +$187K +407 +39%
TF
2532
TimeScale Financial
Massachusetts
$685K -$144K -314 -18%
EPM
2533
Elm Partners Management
Pennsylvania
$684K -$51.9K -113 -7%
PWS
2534
Peloton Wealth Strategists
Indiana
$684K +$404K +880 +157%
SXL
2535
Summit X LLC
Missouri
$681K +$2.29K +5 +0.3%
MAM
2536
Marotta Asset Management
Virginia
$680K +$5.97K +13 +0.9%
RCI
2537
RS Crum Inc
California
$679K +$656K +1,429 New
SC
2538
Schoolcraft Capital
Colorado
$679K +$318K +693 +94%
PCMU
2539
Paragon Capital Management (Utah)
Utah
$677K +$654K +1,424 New
TFF
2540
The Family Firm
Maryland
$674K +$918 +2 +0.1%
NOI
2541
Newton One Investments
Delaware
$673K – – –
TF
2542
TRH Financial
Iowa
$672K +$394K +858 +154%
APW
2543
Austin Private Wealth
Texas
$670K – – –
SIA
2544
Stegner Investment Associates
Kentucky
$668K -$2.75K -6 -0.4%
SW
2545
SkyOak Wealth
Michigan
$666K +$34.4K +75 +6%
MWM
2546
MinichMacGregor Wealth Management
New York
$666K +$303K +659 +89%
ARMC
2547
American Research & Management Company
Massachusetts
$663K – – –
BEW
2548
Burton Enright Welch
California
$661K +$639K +1,392 New
TA
2549
TFG Advisers
Michigan
$661K -$11K -24 -2%
FMTCOCP
2550
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$660K +$284K +618 +80%
100 101
102
103 104