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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
2726
Artemis Wealth Advisors
New York
$378K +$1.23K +3 +0.4%
SBF
2727
Sara-Bay Financial
Florida
$378K +$2.46K +6 +0.6%
CWM
2728
Curi Wealth Management
North Carolina
$378K +$29.1K +71 +8%
KPF
2729
K2 Principal Fund
Ontario, Canada
$377K -$26.4M -64,553 -98%
1CP
2730
17 Capital Partners
Arizona
$377K – – –
CM
2731
Capital Management
Virginia
$377K – – –
PCM
2732
Palisade Capital Management
New Jersey
$377K – – –
SIA
2733
Strategic Investment Advisors
Michigan
$377K +$410 +1 +0.1%
APW
2734
Acima Private Wealth
Virginia
$377K – – –
FWA
2735
FSC Wealth Advisors
New York
$376K -$12.4M -30,170 -97%
RS
2736
Retirement Solution
Washington
$376K -$209K -511 -34%
TNAM
2737
Terra Nova Asset Management
New York
$375K +$1.23K +3 +0.3%
FPCG
2738
Forum Private Client Group
Indiana
$375K +$224K +547 +122%
CFS
2739
Cannon Financial Strategists
Georgia
$373K +$6.14K +15 +2%
BFA
2740
Bluestem Financial Advisors
Illinois
$372K -$142K -347 -26%
CSIA
2741
Charles Schwab Investment Advisory
California
$372K -$26.6K -65 -6%
ECM
2742
EagleClaw Capital Management
Massachusetts
$372K – – –
SPWM
2743
Straight Path Wealth Management
Michigan
$370K -$269K -657 -40%
WE
2744
Wealth Effects
Massachusetts
$370K -$20.9K -51 -5%
TCM
2745
TD Capital Management
Tennessee
$370K +$1.23K +3 +0.3%
PCMM
2746
Piedmont Capital Management (Montana)
Montana
$368K +$21.7K +53 +6%
MCM
2747
McRae Capital Management
New Jersey
$367K – – –
IRC
2748
Investors Research Corp
Georgia
$364K – – –
MUMSS
2749
Mitsubishi UFJ Morgan Stanley Securities
Japan
$363K +$394K +962 New
GA
2750
Greytown Advisors
Florida
$362K +$5.33K +13 +1%
108 109
110
111 112