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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
2576
Sather Financial Group
Texas
$1.1M +$225K +505 +28%
AOWM
2577
Alpha Omega Wealth Management
Virginia
$1.1M +$3.56K +8 +0.3%
WMWM
2578
Whitaker-Myers Wealth Managers
Ohio
$1.1M +$598K +1,343 +138%
ETS
2579
ESL Trust Services
New York
$1.1M -$426K -957 -29%
TAM
2580
Townsend Asset Management
North Carolina
$1.1M +$12K +27 +1%
BWCS
2581
Beirne Wealth Consulting Services
Connecticut
$1.09M -$16K -36 -2%
UF
2582
Univest Financial
Pennsylvania
$1.09M – – –
BBNB
2583
Baker Boyer National Bank
Washington
$1.09M -$10.2K -23 -1%
CYG
2584
Clean Yield Group
Vermont
$1.09M – – –
KDA
2585
Kraft Davis & Associates
Missouri
$1.09M -$445 -1 -0%
DGAM
2586
Desjardins Global Asset Management
Quebec, Canada
$1.09M -$1.5M -3,364 -59%
WIM
2587
WealthPlan Investment Management
Nebraska
$1.09M +$8.02K +18 +0.8%
WA
2588
Wealthstar Advisors
Texas
$1.09M +$31.6K +71 +3%
GCM
2589
Gallacher Capital Management
Colorado
$1.09M +$483K +1,084 +90%
FF
2590
Francis Financial
$1.08M – – –
FG
2591
Fiduciary Group
Georgia
$1.08M +$372K +836 +58%
MTIC
2592
Missouri Trust & Investment Company
Missouri
$1.08M -$445 -1 -0%
PF
2593
Prosperitas Financial
California
$1.08M -$65K -146 -6%
CSIA
2594
Charles Schwab Investment Advisory
California
$1.08M +$180K +404 +22%
BMA
2595
Brooks Moore & Associates
Tennessee
$1.08M – – –
TI
2596
tru Independence
Oregon
$1.08M +$774K +1,738 +332%
PWP
2597
Pursue Wealth Partners
California
$1.07M – – –
CCG
2598
Capital CS Group
California
$1.07M -$2.81M -6,306 -74%
CASB
2599
Cape Ann Savings Bank
Massachusetts
$1.07M -$2.67K -6 -0.3%
RS
2600
Rakuten Securities
Japan
$1.07M +$1M +2,254 New
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