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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SMAM
2651
Sugar Maple Asset Management
Wisconsin
$1.67M +$1.17M +2,050 +314%
CTA
2652
Colonial Trust Advisors
South Carolina
$1.67M +$24K +42 +2%
OPA
2653
Old Port Advisors
Maine
$1.67M -$56K -98 -4%
CCA
2654
Clearwater Capital Advisors
Illinois
$1.67M +$21.2K +37 +1%
LFA
2655
Legacy Financial Advisors
Kentucky
$1.66M -$77.7K -136 -5%
PAWA
2656
Palo Alto Wealth Advisors
California
$1.66M – – –
SF
2657
Seros Financial
Arizona
$1.66M +$6.29K +11 +0.4%
PAM
2658
Peninsula Asset Management
Florida
$1.66M -$14.3K -25 -0.9%
FC
2659
Financial Council
Maryland
$1.66M +$1.14K +2 +0.1%
MG
2660
Marex Group
$1.66M -$913K -1,597 -37%
MSR
2661
Main Street Research
Connecticut
$1.66M +$285K +499 +23%
LRIC
2662
Long Road Investment Counsel
Michigan
$1.66M +$812K +1,420 +113%
UAG
2663
United Advisor Group
Ohio
$1.65M -$665K -1,164 -30%
OAM
2664
Occidental Asset Management
California
$1.65M +$11.4K +20 +0.8%
TAM
2665
Trillium Asset Management
Massachusetts
$1.65M -$629K -1,100 -29%
PWM
2666
Proathlete Wealth Management
Florida
$1.65M -$4K -7 -0.3%
HPM
2667
Hudson Portfolio Management
New York
$1.65M +$83.5K +146 +6%
FVWA
2668
Foster Victor Wealth Advisors
South Carolina
$1.65M +$181K +316 +14%
AA
2669
Aire Advisors
California
$1.65M +$6.29K +11 +0.4%
WPA
2670
Wealth Preservation Advisors
Tennessee
$1.64M – – –
CASB
2671
Cape Ann Savings Bank
Massachusetts
$1.64M -$2.86K -5 -0.2%
BIA
2672
Bell Investment Advisors
California
$1.64M +$274K +480 +22%
SHFA
2673
SS&H Financial Advisors
Michigan
$1.64M – – –
PCM
2674
Palouse Capital Management
Washington
$1.64M +$233K +408 +18%
FPB
2675
First PREMIER Bank
South Dakota
$1.64M -$232K -405 -13%
105 106
107
108 109