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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2701
Fountainhead AM
New Jersey
$947K +$2.67K +6 +0.3%
TT
2702
TI-Trust
Illinois
$944K – – –
CC
2703
Capital Counsel
New York
$943K – – –
RIA
2704
Retirement Investment Advisors
Oklahoma
$943K -$883K -1,983 -50%
MCM
2705
Maple Capital Management
Vermont
$943K -$566K -1,270 -39%
AWA
2706
ARQ Wealth Advisors
Arizona
$940K -$44.5K -100 -5%
PHIC
2707
Pine Haven Investment Counsel
Massachusetts
$940K – – –
CPG
2708
Cornerstone Planning Group
New Jersey
$937K +$3.12K +7 +0.4%
DEM
2709
Disciplined Equity Management
Florida
$937K +$635K +1,425 +261%
SWM
2710
Sendero Wealth Management
Texas
$931K +$128K +287 +17%
OCPWS
2711
One Charles Private Wealth Services
Massachusetts
$930K +$355K +796 +69%
BWA
2712
Bordeaux Wealth Advisors
California
$929K +$506K +1,136 +139%
FC
2713
FCA Corp
Texas
$929K +$134K +300 +18%
NW
2714
Naviter Wealth
Arkansas
$926K -$49K -110 -5%
AF
2715
Alerus Financial
North Dakota
$925K -$891 -2 -0.1%
HNW
2716
High Note Wealth
Minnesota
$924K – – –
CG
2717
CFO4Life Group
Texas
$924K -$445 -1 -0.1%
CPSC
2718
Carl P. Sherr & Co
Massachusetts
$924K – – –
SOAG
2719
Silver Oak Advisory Group
Oregon
$921K – – –
SWP
2720
Significant Wealth Partners
Illinois
$917K +$860K +1,930 New
YAL
2721
Your Advocates Ltd
Texas
$916K +$1.78K +4 +0.2%
PWP
2722
Precedent Wealth Partners
Texas
$915K +$857K +1,924 New
RSS
2723
Rosenblum Silverman Sutton
California
$913K -$1.34K -3 -0.2%
AW
2724
Alaethes Wealth
Nevada
$908K -$154K -345 -15%
ECM
2725
EagleClaw Capital Management
Massachusetts
$902K +$256K +575 +43%
107 108
109
110 111