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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
2601
Strategic Investment Advisors
Michigan
$696K +$173K +390 +31%
HCA
2602
Hyperion Capital Advisors
New York
$693K +$45.4K +102 +7%
DIS
2603
Diversified Investment Strategies
Louisiana
$692K – – –
FB
2604
First Bancorp
Maine
$689K -$890 -2 -0.1%
MCM
2605
McDonough Capital Management
Florida
$687K +$70.3K +158 +11%
SFG
2606
Snider Financial Group
Washington
$682K -$72.5K -163 -9%
ACM
2607
Alamar Capital Management
California
$678K -$139K -312 -16%
HHGA
2608
Halbert Hargrove Global Advisors
California
$675K -$24K -54 -3%
IP
2609
Isthmus Partners
Wisconsin
$673K – – –
SIS
2610
Sound Income Strategies
Florida
$673K -$1.28M -2,882 -65%
BPFA
2611
Barnes Pettey Financial Advisors
Mississippi
$672K -$8.45K -19 -1%
PFC
2612
Phocas Financial Corp
California
$671K – – –
BL
2613
Balentine LLC
Georgia
$671K -$331K -745 -32%
BWM
2614
Birchcreek Wealth Management
Ohio
$671K +$5.34K +12 +0.8%
HW
2615
Hedeker Wealth
Illinois
$671K +$83.2K +187 +14%
CRI
2616
Commonwealth Retirement Investments
Virginia
$670K – – –
EBWM
2617
Eagle Bluffs Wealth Management
Missouri
$667K – – –
HCP
2618
Hexagon Capital Partners
Arkansas
$664K -$28.9K -65 -4%
GCM
2619
Gables Capital Management
Florida
$663K +$133K +300 +24%
PA
2620
Probity Advisors
Texas
$661K – – –
AWMNH
2621
Arcadia Wealth Management (New Hampshire)
New Hampshire
$661K -$8.45K -19 -1%
FCT
2622
Family Capital Trust
Massachusetts
$660K -$2.67K -6 -0.4%
NAMM
2623
NorthStar Asset Management (Massachusetts)
Massachusetts
$659K – – –
BCM
2624
Buckhead Capital Management
Georgia
$659K +$1.33K +3 +0.2%
CFO
2625
CVA Family Office
Colorado
$656K +$7.12K +16 +1%
103 104
105
106 107