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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
2551
Aventura Private Wealth
Florida
$1.98M – – –
SMDAM
2552
Sumitomo Mitsui DS Asset Management
Japan
$1.98M +$595K +928 +45%
PFG
2553
Prosperity Financial Group
California
$1.97M +$67.9K +106 +4%
TRIA
2554
Trail Ridge Investment Advisors
Colorado
$1.97M -$12.8K -20 -0.7%
GFG
2555
Greystone Financial Group
Michigan
$1.97M -$5.77K -9 -0.3%
CYG
2556
Clean Yield Group
Vermont
$1.97M +$3.21K +5 +0.2%
FWP
2557
Forefront Wealth Partners
Texas
$1.97M +$1.89M +2,956 New
TFG
2558
Taylor Financial Group
Virginia
$1.97M – – –
LF
2559
Lantz Financial
Illinois
$1.97M +$10.9K +17 +0.6%
AA
2560
Aire Advisors
California
$1.96M +$181K +283 +11%
SCM
2561
Saxony Capital Management
Missouri
$1.96M -$156K -243 -8%
ECM
2562
EMC Capital Management
Texas
$1.96M – – –
RFA
2563
Reyes Financial Architecture
California
$1.95M -$4.76M -7,429 -72%
CFGA
2564
Cambridge Financial Group (Arizona)
Arizona
$1.95M +$41.7K +65 +2%
BOM
2565
Bank of Marin
California
$1.95M -$12.2K -19 -0.6%
LK
2566
Lumbard & Kellner
New Hampshire
$1.95M – – –
DBRC
2567
D.B. Root & Company
Pennsylvania
$1.95M +$3.21K +5 +0.2%
BDWCC
2568
B&D White Capital Company
Texas
$1.95M +$3.21K +5 +0.2%
SPI
2569
Sutton Place Investors
New York
$1.95M -$7.05K -11 -0.4%
KFS
2570
Kelly Financial Services
Massachusetts
$1.95M +$360K +562 +24%
DKCM
2571
Davidson Kempner Capital Management
New York
$1.94M +$742K +1,157 +66%
VC
2572
Vestor Capital
Illinois
$1.94M +$1.76M +2,750 +1,657%
SWA
2573
Strata Wealth Advisors
Texas
$1.94M -$76.9K -120 -4%
LJHT
2574
Laurie J. Hall Trustee
$1.94M – – –
BMC
2575
Beaton Management Company
Massachusetts
$1.94M – – –
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