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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
2576
Karp Capital Management
California
$634K +$8.72K +19 +1%
AWM
2577
Accurate Wealth Management
Florida
$634K +$76.2K +166 +14%
EI
2578
Ethic Inc
New York
$634K +$612K +1,334 New
AIS
2579
AM Investment Strategies
Tennessee
$634K +$613K +1,335 New
BFA
2580
Bluestem Financial Advisors
Illinois
$633K – – –
FWP
2581
Falcon Wealth Planning
California
$632K – – –
MFT
2582
Moisand Fitzgerald Tamayo
Florida
$630K -$1.84K -4 -0.3%
HFA
2583
HC Financial Advisors
California
$628K – – –
TC
2584
Trust Company
Kansas
$628K +$11K +24 +2%
CASB
2585
Cape Ann Savings Bank
Massachusetts
$625K – – –
TWM
2586
Trevian Wealth Management
Massachusetts
$625K +$604K +1,316 New
HCA
2587
Hyperion Capital Advisors
New York
$619K – – –
RF
2588
Resolute Financial
Massachusetts
$618K +$598K +1,302 New
HCM
2589
Hall Capital Management
Rhode Island
$617K – – –
GCA
2590
Gradient Capital Advisors
California
$616K -$90.9K -198 -13%
CNAM
2591
Campbell Newman Asset Management
Wisconsin
$613K +$592K +1,290 New
WWM
2592
Wiser Wealth Management
Georgia
$612K +$1.38K +3 +0.2%
SIM
2593
Sadoff Investment Management
Wisconsin
$612K +$91.4K +199 +18%
GWA
2594
GGM Wealth Advisors
Maryland
$612K +$198K +431 +49%
NEWAS
2595
N.E.W. Advisory Services
Wisconsin
$611K -$43.6K -95 -7%
GGS
2596
Galvin Gaustad & Stein
Arizona
$609K -$459 -1 -0.1%
LIA
2597
LS Investment Advisors
Michigan
$608K -$1.65M -3,593 -74%
AIM
2598
Arcadia Investment Management
Michigan
$607K -$213K -465 -27%
OCM
2599
Orleans Capital Management
Louisiana
$605K -$4.59K -10 -0.8%
WPWM
2600
Western Pacific Wealth Management
Illinois
$605K +$585K +1,275 New
102 103
104
105 106