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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2701
Forefront Analytics
Pennsylvania
$1.6M -$11.3M -19,236 -88%
RA
2702
Riverstone Advisors
Texas
$1.6M +$22.4K +38 +1%
WI
2703
Westbourne Investments
Virginia
$1.6M +$1.6M +2,723 New
1CP
2704
17 Capital Partners
Arizona
$1.59M +$891K +1,512 +126%
OHWP
2705
Oak Harbor Wealth Partners
North Carolina
$1.59M +$54.2K +92 +4%
SCA
2706
Stonebridge Capital Advisors
Minnesota
$1.59M -$283K -480 -15%
SWA
2707
Strategies Wealth Advisors
Michigan
$1.58M -$227K -385 -13%
CASB
2708
Cape Ann Savings Bank
Massachusetts
$1.58M – – –
PA
2709
Parkside Advisors
California
$1.58M -$22.4K -38 -1%
FB
2710
Fulton Bank
Pennsylvania
$1.58M -$35.4K -60 -2%
FC
2711
Financial Council
Maryland
$1.57M +$5.89K +10 +0.4%
VBFP
2712
Valtinson Bruner Financial Planning
Minnesota
$1.57M -$37.1K -63 -2%
VAS
2713
Vestmark Advisory Solutions
Massachusetts
$1.57M +$1.37M +2,320 +646%
JWM
2714
JPL Wealth Management
Colorado
$1.56M +$1.57M +2,670 New
PWM
2715
Proathlete Wealth Management
Florida
$1.56M +$4.71K +8 +0.3%
HVP
2716
Hudson Value Partners
Florida
$1.56M +$21.8K +37 +1%
ACM
2717
American Capital Management
New York
$1.56M – – –
QP
2718
Quartz Partners
New York
$1.56M +$186K +315 +13%
DWG
2719
Darden Wealth Group
Michigan
$1.56M +$23K +39 +1%
NEI
2720
Northwest & Ethical Investments
Ontario, Canada
$1.56M -$9.04M -15,340 -85%
CTA
2721
Colonial Trust Advisors
South Carolina
$1.56M -$1.18K -2 -0.1%
SHFA
2722
SS&H Financial Advisors
Michigan
$1.56M +$4.71K +8 +0.3%
LDB
2723
Lee, Danner & Bass
Tennessee
$1.55M +$5.89K +10 +0.4%
GCM
2724
Gallacher Capital Management
Colorado
$1.55M +$570K +967 +58%
HFS
2725
Heritage Financial Services
Massachusetts
$1.55M +$29.5K +50 +2%
107 108
109
110 111