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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
A
2701
AlphaQuest
New York
$951K +$891K +2,000 New
FA
2702
Fountainhead AM
New Jersey
$947K +$2.67K +6 +0.3%
TT
2703
TI-Trust
Illinois
$944K – – –
CC
2704
Capital Counsel
New York
$943K – – –
RIA
2705
Retirement Investment Advisors
Oklahoma
$943K -$883K -1,983 -50%
MCM
2706
Maple Capital Management
Vermont
$943K -$566K -1,270 -39%
AWA
2707
ARQ Wealth Advisors
Arizona
$940K -$44.5K -100 -5%
PHIC
2708
Pine Haven Investment Counsel
Massachusetts
$940K – – –
CPG
2709
Cornerstone Planning Group
New Jersey
$937K +$3.12K +7 +0.4%
DEM
2710
Disciplined Equity Management
Florida
$937K +$635K +1,425 +261%
SWM
2711
Sendero Wealth Management
Texas
$931K +$128K +287 +17%
OCPWS
2712
One Charles Private Wealth Services
Massachusetts
$930K +$355K +796 +69%
BWA
2713
Bordeaux Wealth Advisors
California
$929K +$506K +1,136 +139%
FC
2714
FCA Corp
Texas
$929K +$134K +300 +18%
NW
2715
Naviter Wealth
Arkansas
$926K -$49K -110 -5%
AF
2716
Alerus Financial
North Dakota
$925K -$891 -2 -0.1%
HNW
2717
High Note Wealth
Minnesota
$924K – – –
CG
2718
CFO4Life Group
Texas
$924K -$445 -1 -0.1%
CPSC
2719
Carl P. Sherr & Co
Massachusetts
$924K – – –
SOAG
2720
Silver Oak Advisory Group
Oregon
$921K – – –
SWP
2721
Significant Wealth Partners
Illinois
$917K +$860K +1,930 New
YAL
2722
Your Advocates Ltd
Texas
$916K +$1.78K +4 +0.2%
PWP
2723
Precedent Wealth Partners
Texas
$915K +$857K +1,924 New
RSS
2724
Rosenblum Silverman Sutton
California
$913K -$1.34K -3 -0.2%
AW
2725
Alaethes Wealth
Nevada
$908K -$154K -345 -15%
107 108
109
110 111