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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2576
AAF Wealth Management
Massachusetts
$583K +$77K +173 +15%
PA
2577
PSI Advisors
Florida
$581K -$87.3K -196 -13%
MFT
2578
Moisand Fitzgerald Tamayo
Florida
$579K -$20K -45 -3%
LIA
2579
LS Investment Advisors
Michigan
$578K – – –
WPWM
2580
Western Pacific Wealth Management
Illinois
$575K – – –
ARMC
2581
American Research & Management Company
Massachusetts
$574K -$56.1K -126 -9%
IIM
2582
Ipswich Investment Management
Massachusetts
$570K – – –
AFIA
2583
America First Investment Advisors
Nebraska
$568K +$890 +2 +0.2%
EF
2584
Exeter Financial
Arizona
$567K -$890 -2 -0.2%
AIA
2585
Armor Investment Advisors
North Carolina
$567K – – –
ACM
2586
Ardent Capital Management
Ohio
$565K – – –
TH
2587
TCTC Holdings
Texas
$563K -$1.45M -3,250 -72%
SIC
2588
SJS Investment Consulting
Ohio
$563K +$11.6K +26 +2%
OCPWS
2589
One Charles Private Wealth Services
Massachusetts
$563K +$44.1K +99 +9%
CCM
2590
Crew Capital Management
Ohio
$562K – – –
KAM
2591
KEB Asset Management
Illinois
$562K – – –
NC
2592
NovaPoint Capital
Georgia
$561K +$8.46K +19 +2%
B
2593
Brightworth
Georgia
$561K +$113K +253 +26%
RPSA
2594
Richard P. Slaughter Associates
Texas
$557K -$2.64M -5,926 -83%
NF
2595
Norwood Financial
Pennsylvania
$557K – – –
IAG
2596
Investment Advisory Group
Massachusetts
$557K +$28.5K +64 +5%
CCM
2597
Crabel Capital Management
California
$556K -$394K -885 -42%
GGS
2598
Galvin Gaustad & Stein
Arizona
$553K -$25.4K -57 -4%
MAM
2599
Morse Asset Management
Connecticut
$553K +$1.34K +3 +0.2%
HHGA
2600
Halbert Hargrove Global Advisors
California
$553K +$88.6K +199 +19%
102 103
104
105 106