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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
DDC
2601
DF Dent & Co
Maryland
$248K +$255K +577 New
BCM
2602
Brookmont Capital Management
Texas
$247K – – –
BFA
2603
Brown Financial Advisory
Alabama
$247K – – –
PIA
2604
Pinion Investment Advisors
Kansas
$247K – – –
PCA
2605
Private Capital Advisors
Connecticut
$246K – – –
NCP
2606
NexWave Capital Partners
New York
$246K +$441 +1 +0.2%
ECA
2607
Elevated Capital Advisors
Utah
$245K +$252K +572 New
AWG
2608
Altus Wealth Group
Colorado
$243K +$8.38K +19 +3%
SEP
2609
Southland Equity Partners
Missouri
$241K – – –
NWA
2610
New World Advisors
Massachusetts
$241K -$8.5M -19,271 -97%
MMM
2611
Mendel Money Management
Illinois
$241K – – –
PI
2612
Pachira Investments
California
$241K – – –
RFM
2613
Royal Fund Management
Florida
$241K +$7.06K +16 +3%
CWM
2614
Cabot Wealth Management
Massachusetts
$241K +$247K +561 New
DBRC
2615
D.B. Root & Company
Pennsylvania
$240K -$144K -326 -37%
WI
2616
WrapManager Inc
California
$240K +$3.09K +7 +1%
PWS
2617
Peloton Wealth Strategists
Indiana
$240K +$8.82K +20 +4%
TWM
2618
TMD Wealth Management
Arizona
$240K +$247K +560 New
APWM
2619
Atlas Private Wealth Management
New York
$239K – – –
DSN
2620
D. Scott Neal
Kentucky
$239K – – –
TF
2621
TRH Financial
Iowa
$239K +$441 +1 +0.2%
NQWM
2622
Northwest Quadrant Wealth Management
Oregon
$239K +$882 +2 +0.4%
PFM
2623
Peak Financial Management
Massachusetts
$238K -$5.73K -13 -2%
WKWM
2624
Walter & Keenan Wealth Management
Indiana
$238K – – –
QCIG
2625
Quad-Cities Investment Group
Iowa
$237K +$882 +2 +0.4%
103 104
105
106 107