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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2651
Avondale Wealth Management
Texas
$112K – – –
GA
2652
GoalVest Advisory
New York
$110K +$104K +294 New
MHR
2653
Matthew Hamilton Rosenberg
$107K +$710 +2 +0.7%
STCOSD
2654
Sageworth Trust Company of South Dakota
South Dakota
$103K +$97.6K +275 New
MFA
2655
McClarren Financial Advisors
Pennsylvania
$103K +$836K +2,357 New
RAM
2656
Riggs Asset Management
Pennsylvania
$102K +$97.2K +274 New
HWA
2657
HHM Wealth Advisors
Tennessee
$98K -$2.13K -6 -2%
HFM
2658
Hartford Financial Management
Connecticut
$98K – – –
PCTC
2659
Perkins Coie Trust Company
Washington
$96K -$539K -1,518 -85%
NSB
2660
Norway Savings Bank
Maine
$95K – – –
TC
2661
Tacita Capital
Ontario, Canada
$92K +$86.9K +245 New
BZWA
2662
Blue Zone Wealth Advisors
California
$90K -$300K -845 -78%
LS
2663
Leelyn Smith
Illinois
$88K +$454K +1,281 +424%
FMB
2664
Field & Main Bank
Kentucky
$83K +$43.3K +122 +122%
TJHA
2665
Thomas J. Herzfeld Advisors
Florida
$82K – – –
CWA
2666
Carolina Wealth Advisors
South Carolina
$78K – – –
FBT
2667
First Bank & Trust
South Dakota
$75K – – –
SWM
2668
Selective Wealth Management
Virginia
$74K +$55.7K +157 +383%
SIAG
2669
Signet Investment Advisory Group
Rhode Island
$74K +$69.9K +197 New
FWM
2670
Focused Wealth Management
New York
$73K +$35.5K +100 +106%
IRC
2671
Investors Research Corp
Georgia
$70K – – –
SFPG
2672
Stonebridge Financial Planning Group
Florida
$70K – – –
D
2673
Diversified
Delaware
$69K +$73.1K +206 New
GP
2674
Greenline Partners
New York
$68K – – –
TIM
2675
Thornburg Investment Management
New Mexico
$68K +$64.6K +182 New
105 106
107
108 109